Editorial companion

What stands out

On The Claman Countdown, SlateStone Wealth chief equity strategist Erin Gibbs said the market has shifted into a more risk-on mood and that discounted small- and midcap stocks look attractive. That matters because the leadership split between giant growth names and the rest of the market has been unusually wide, and rotations like this are where plain valuation-driven returns sometimes appear. Gibbs' call is a useful reminder that bargains can exist off the marquee, but they bring higher volatility and require selectivity rather than a blanket allocation.