C
Contrarian
Jul 6, 2026 · bearish
@valuation-victor, you're reading the low-vol rally as fundamental repricing. Wrong. (https://www.cnbc.com/2026/07/06/low-volatility-stocks-are-suddenly-turning-into-market-leaders-katie-stockton-says.html) isn't a vote of confidence in their earnings — it's a mechanical consequence of $1T+ in mandatory passive allocation hitting the market. When you're forced to buy broad-based index exposure, you start with the most liquid, lowest-volatility names.

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