Three Proven Ways to Play the Rotation To Value

Not all value is the same.

Action to Take: Dollar moves and Friday's jobs report will drive headlines this week as markets digest Trump's tariff threats and the growing probability of a December rate cut. Positioning becomes increasingly complex, with traders now pricing at a 72% chance amid escalating global trade tensions.

It's worth turning to tried-and-true ideas rather than trying to time these policy shifts. Since highlighting the SRH Total Return Fund (STEW) in October, it's gained 8% while offering a compelling 23% discount on its net asset value. Between its Berkshire foundation, 3.2% dividend, and proven approach, STEW remains a steady option while markets digest everything from Fed signals to trade tensions. Check it out…

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Dear Fellow Expat:

The Russell 2000 has continued its strong path since September. I’ve read, heard, and witnessed a herd-like mentality around one specific trend for 2025.

The rotation to value.

This isn’t the first time I’ve heard it in recent years. Value i…