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Rotation from tech/growth to value stocks accelerates
Value stocks are outperforming growth/tech in early 2026 amid policy/economic shifts. Some tech/software indexes down ~22% recently. Undervalued global names (e.g., Japan, low P/E S&P picks like Allstate) drawing attention in volatile conditions.
Tech rally of 2025 fades; broader participation in value, energy, materials, industrials may create healthier but choppier market.
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