모멘텀 레버리지

Technology stocks have outperformed this week, with traders jumping back into the growth names that had underperformed so far for the year-to-date.

기술주가 이번주 좋았고 거래꾼들은 성장 이름들로 돌아왔다 성장주들은 이어투데이트 올초부터지금 까지 지지부진.

The advance in these has come at the expense of cyclical and value stocks and other shares that have comprised the "reopening trade," however.

성장 이름들 을 풀면, 싸이클리컬 벨류 스탁. 경기따르고 가치주 란거고 얘들 을 밟고 주가가 오른거거든. 리오프닝 트레이드, 이전과 다른 거래 재개할때 새출발 할 때 얘들이 항상 시선받는거지. 통신 음식 원자재 이런거여  경기민감주

"The value trade is still intact. It got overcrowded, it got over-loved ... but when we look at the fundamental drivers behind that trade, they're still intact," Keith Lerner, Portfolio & Market Strategist at Truist Advisory Services, told Yahoo Finance.

가치투자 는 여전히 인택트, 손안탔다. 떼로몰렸고 넘친사랑 받았고 라지만 바닥동력을 보면 여전히 손덜탔다.

"So the first thing is, context. Yes, they had a big run this year, but they've trailed for about 14 years, so we've had a long underperformance cycle," he added. "And the second part is, why did they underperform for so long is because we had really slow economic growth. And this year and next we expect above-trend economic growth. And the earnings momentum and the earnings leverage for these areas is still positive."

그래 걔들 올해 졸 올랐어. 그러나 14년간 트레일 뒤쳐져왔어. 왜 그들은 저조했나 왜냐면 실제로 성장이 더뎠지. 올해와 다음엔 기대이상일듯. 어닝 모멘텀과 어닝 레버리지 는 파지티브해.

모멘텀 레버리지. 이런 단어에 느낌 이 있고 데피니션을 할줄알아야해

이 멍충이드라

If they start to turn down and justify what [Fed Chair Jerome] Powell has been saying all along, that inflation is transitory, I think that's going to be a positive for the market, and I think you'll see a continued upside reaction," he added. "If on the other hand, they start to run hot, and there's a sense that maybe the Fed is really going to have to step in and tighten, you're going to potentially see another leg up in interest rates. And I personally think that would be very, very, bad for risk assets, equities included."

인플레가 일시적이다 란 문장을 받치는 데이타들이 나오면 시장엔 파지티브하다, 반대라면 핫해질거고 연준은 진짜 개입해들어갈거고 이자율 또 올린다하겠지. 그러면 위험자산은 주식포함 안좋겠지 졸라게