The Next Rotation (The Value Call Is Wrong)

2026-04-30 08:30:00 ET

Introduction

I bet that this month we are all happy with our portfolios, while last month we were upset as we saw our portfolios go down in value. There has been much talk about the fact that market shocks created by wars soon recover, and so on. It's always easy to say these things once the market has rebounded. A month ago, however, we just needed to look at the comment sections on most articles on SA to be aware that the investors' mood was not good at all....

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