Subject: Re: cash-roe screen Mungofitch
With the last 10 years being mostly large and mega cap growth period, I think it is time for a rotation toward some of the under looked smaller large and mid caps to start floating to the top.

How many people in the last 25 years have said "the largest cap stocks have run too far, they are headed for a fall"?

We will know when it is time to rotate from the mega stocks to the smaller stocks.
It will be when then mega-cap stocks stop going up. Momentum, baby!