VOE: Relative Weakness Ongoing, The Valuation Case Isn't Compelling Yet

Group 1 - Value investors have faced challenges due to a prolonged trend favoring growth stocks over value stocks, particularly impacting sectors like Financials, Industrials, and Energy [1] - There have been occasional recoveries in blue-chip stocks, indicating potential shifts in market dynamics [1] Group 2 - The article emphasizes the importance of evidence-based narratives and empirical data in financial communication [1] - It highlights the role of macro drivers in influencing various asset classes, including stocks, bonds, commodities, currencies, and cryptocurrencies [1]