Chart of the Week: S&P500 Barra Value/S&P600 Barra Growth Ratio

The long awaited rotation from small cap stocks to large cap, from to value from growth, is well underway. This can also be described as a rotation from speculative low quality names into higher quality issues.

S&P500 Barra Value/S&P600 Barra Growth Ratio

Technician John Murphy notes “the most notable gain is seen in large value, while the most notable drop is seen in small growth.” That suggests to us that the most recent shift has been a move to quality.

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Quote of the Day:
“I am part of the networks and the networks are part of me. I am visible to Google. I link, therefore I am.” –William Mitchell, author of “Me++

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