George isnt it entirely possile the rotation is underway. A stalled rally despite heavy inflow is THE sign of distribution, ie those owners selling to the wannabes who are just uncertain about what to do.
Porter posted some inflow data, now, those sellers have to find a new home for those redemption proceeeds, this could give stocks another significant leg up.
European friends are telling me because their Euros will buy more shares of the US market, so of course they are looking for Values.
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