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Jonathan Golub, Chief U.S. Equity Strategist & Head of Quantitative Research, Credit Suisse

Alpha Exchange

CHAPTER

Is There Anything Like That Now in Valuation Spreads?

If there is a single sector that looks like it's just entirely mispriced, it would be the energy sector. Energy companies are delivering incredible excess profits and yet they're trading really cheap. Financials look cheap, but nowhere near as cheap as they have in the past. But if you look at growth versus value, very much normal.

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