by Lance Roberts
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| In this short video, Lance Roberts & Michael LebowitzI explain how value stocks were deeply hated just months ago. Since then, capital has rotated aggressively into defensive “value” names, pushing many to extreme overbought levels. Ironically, several of these stocks, including $WMT $PG and $PEP, now trade at elevated multiples, making them expensive by traditional metrics. Be careful chasing the crowd. Focus on where money is likely to move next. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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