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June 29, 2026

Every report across our four research series — weekly, monthly, quarterly and global.

NFP Jobs data and a holiday shortened week ahead

Last week’s overarching story in equity markets was the artificial intelligence trade—after an extraordinary run, investors decided it had become overextended. Heavy declines in Samsung Electronics and SK Hynix fueled an over 10% decline in South Korea’s KOSPI index on Tuesday, a market that is still up 125% YTD.

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Inside a recent report

Growth vs Value Factor chart

Growth vs Value Factor — one of the charts from our research.