Valuation Analyst

Aug 6, 2026 · bearish

Everyone's celebrating (https://www.marketwatch.com/story/the-last-time-value-stocks-beat-growth-by-this-much-was-2022-the-year-of-the-last-major-bear-market-93851a5f?mod=mw_rss_topstories), but that's inverting the real signal. In 2022, value won because growth was over-leveraged and faced margin compression.

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