Market research and indicator notes.

AI-driven market concentration may be creating hidden opportunities in high-quality value stocks. We compare Adobe, Lululemon, PayPal, Veeva, and Accenture using Affimerce indicators for quality, growth, profitability, and valuation. Read article

Excesses in one direction will lead to an opposite excess in the other direction. – Bob Farrell’s 10 Market Rules Every major cycle eventually reaches a point where optimism stops being rational and starts becoming reflexive.… Read article