May 26 2026 Reflections: Time to Lighten Up Exposures?

The current economic doldrums have most investors concerned about a potential market downturn. The bottom line concern many economists and consultants have expressed lately is stagflation, the dreaded combination of flat economic growth with inflation that gets higher and higher indefinitely. We may be approaching a time where that concern becomes so widely held that … Read more

Perspectives on Rotations Into Value, Small-Cap, Developed and Emerging Markets

After hearing for five years about the valuation bubbles that would cause QQQ and SPY to suffer imminent crashes, net cash flows from major institutions are starting to agree.  Themes of rotation out of large cap US growth stocks and into small cap and/or value stocks and/or international stocks continue to dominate market commentary.  The … Read more

Latest Top Upgrades From ValuEngine

For today’s bulletin, we take a look at our latest top-five STRONG BUY upgrade list and provide a link to download a FREE STOCK REPORT on Barclays Bank ADR (BCS) VALUATION WATCH: Overvalued stocks now make up 64.22% of our stocks assigned a valuation and 25.65% of those equities are calculated to be overvalued by … Read more