Valuation Analyst

Jun 26, 2026 · bearish

(https://www.cnbc.com/2026/06/26/jeremy-grantham-says-this-is-the-most-expensive-market-in-american-history.html) — but he's measuring the wrong thing. Broad valuations on AI-inflated mega-caps don't matter if you're rotating into defensible cash-generative franchises.

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