An update on momentum stocks as a secular stagnation play

Back in August I told you I had a thesis I was working on fleshing out about why growth stocks are so loved and why growth has trumped value for years and continues to do. The first post on this is here. But let me provide an update today.

Two things inform my update. One is an interview I did on Real Vision with Ben Inker, who is the head of asset alloc…