Skip the GPU Hype: Software Vendors Behind the Curtain Rack Up 80% Beat Rate
There’s a certain exhaustion in the air as we wade through yet another cycle of market euphoria centered on hardware—specifically…
Category: Value & Growth Investing
Crowded Value Trades Flash Orange Alert: Is the Premium About to Snap?
It’s that moment again. The value trade, long championed as the antidote to growth’s froth, now looks a little too…
Old-Economy Suppliers Pocket AI Cap-Ex Gold: Why 2025’s Cheapest Stocks Still Tag Hidden Orders
Cap-Ex Is Flowing Sideways, Not Upward Wall Street’s AI narrative equates super-scalers with super-cyclicals, yet the real capital expenditure surge…
Growth Gods Stumble as Equal-Weight Index Beats Cap-Weight 4th Month—Value Horde Storms Gates
The Quiet Revolt in Plain Numbers Four consecutive months of outperformance is not a blip; it is a confession. The…
Value Investing vs. Growth Investing: Which Strategy Will Survive the Coming Recession?
The U.S. stock market is currently navigating a complex landscape characterized by rising inflation, fluctuating interest rates, and shifting investor…
Caught in the Crossfire: Can Growth and Value Investing Coexist Amid Rising Interest Rates?
The U.S. stock market is currently navigating a complex landscape characterized by rising interest rates, persistent inflation, and shifting investor…
The Great Divide: How Tech Giants Are Shaping the Future of Growth Investing in a Value-Driven Market
As we navigate through the complexities of the current U.S. stock market, it becomes increasingly evident that a significant divide…
Value Investing vs. Growth Investing: Which Strategy Will Survive the Coming Market Storm?
The U.S. stock market is currently navigating a complex landscape shaped by macroeconomic pressures, shifting investor sentiment, and evolving industry…
Bond yields rising, but is it time to pivot back to value over growth?
The U.S. stock market has been on a roller coaster ride lately, with bond yields rising sharply. This shift in…
Value Investing in the Age of AI: Are Traditional Metrics Losing Their Edge?
In today’s rapidly evolving financial landscape, the integration of Artificial Intelligence (AI) into investment strategies is prompting a re-evaluation of…