RT Charlie Bilello
2026 YTD:
-EM/International Stocks > US Stocks
-Small/Mid Caps > Large Caps
-Value Stocks > Growth Stocks
-Mag 7 down on the year
The Reversal of Everything...
Observation of 2026 YTD market rotation: EM/international outperforming US, small/mid caps outperforming large caps, value outperforming growth, and Mag 7 stocks declining. Describes it as a broad market reversal.
关键要点
EM and international stocks outperforming US stocks YTD 2026
Small and mid caps outperforming large caps
Value stocks outperforming growth stocks
Magnificent 7 stocks down on the year
Characterizes these shifts as 'The Reversal of Everything'