JP Morgan's market guru say his 'once in a decade' trade is upon us

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J.P. Morgan's chief quant says the big rotation into value names should continue, and that stocks should move higher into October, and beyond.

that the underperformance of value stocks, relative to volatility and momentum stocks, was worse than any historical factor divergence, even during the 1990s tech bubble.

Kolanovic says there is now another all-time extreme divergence, which came last Friday with the record performance gap between large cap companies and small cap names. The strategist says his small cap momentum indicator, based on a weighted 1-, 3-, 6- and 12-month price momentum, reached its maximum negative reading.

"Many similar indicators suggest the gap is not sustainable between value, cyclicals, SMid and high beta stocks on one side, and momentum, low volatility, and growth on the other side," he wrote.

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