Editorial companion

What stands out

Ted Weisberg pointed out that the market’s rising tide in early 2026 left plenty of solid names stranded, calling out Adobe and Zoetis as examples after they hit 52‑week lows, and arguing that value investors may find opportunity in that disconnect. That observation matters because both companies carry mid-single to double-digit revenue and earnings growth, yet their share prices reflect near-term fear rather than underlying strength. He also warned of a hawkish tilt from the Federal Reserve as an underpriced risk that could turn apparent bargains into traps if rates rise unexpectedly.