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Liquidity still drives this stock market

March began with the “Ukraine selloff” and the S&P 500 Index (SPX) even went negative for the year in the middle of the month.However, dovish comments from Fed Chairwoman Janet Yellen at the end of the month sparked a rally and the first quarter closed in positive territory. The most notable action to me was that growth/momentum stocks, as exemplified by the biotech index, have begun underperforming value stocks.Two big winners, which reflect this change in market sentiment, were Seagate Technologies ( STX ) and Wells Fargo ( WFC ) both of which trade well below the market’s roughly 16x (forward) multiple and each gained over 7% in March.The old adage about "when everyone expects something to happen in the market it probably won’t" is coming true in two areas. I’m referring to the universal belief that interest rates were bound to rise with the onset of tapering, and also that equities were due for a pullback.I hereby plead guilty to subscribing to both those notions, neither of which ...

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