Looking Through the Value Rotation Illusion

Published on March 16, 2026

In our recent article, "The Value Rotation Illusion," we explained that in the recent rotation from growth to value. In this follow-up, we take the three-tier earnings valuation framework we introduced in the previous article a step further to uncover true value stocks.

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Women in ETFs Session on 2026 ETF Trends

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The Fallacy of Investing Based on Forecasts

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It’s human instinct to want to know what the future holds and to protect and grow our nest egg based on our perceived knowledge of the future. It takes courage to ignore those economic forecasts from brilliant, well-meaning experts with very impressive credentials. Their logic is always compelling, but investing based on that logic can be hazardous to your wealth.