Citi's Drew Pettit shares his investing playbook for late 2025

City is sticking with its bullish playbook, focusing on five stock selection narratives. AI at a reasonable price, positive ROE trend, inflecting growth, return on growth capex, and high earning sharp. So, let's bring in Drew Pettit from City to break this all down.Drew, welcome back. Last week, you told us the market's fully valued. This week, you got some themes.Which one of these do you think is the most counterintuitive. >> I would say the inflecting growth theme. It's funny.We're we're talking about th ...