The week ending June 27, 2026 had a tug-of-war between momentum stocks and value stocks. Brian thinks this is a topping process and the market is searching for new leaders. This leadership could come from value.

What worked: Consumer Staples like Hershey (HSY), JM Smucker (SJM), and Edgewell Personal Care (EPC).

What didn't work: Celsius Holdings (CELH).

On the Hunting Trail: Alcohol companies are looking interesting, but investors should beware of using valuation metrics on businesses under pressure.

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