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The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf
Forward Guidance
Contrarian Calls
- Jeff deGraaf discusses his approach to contrarian investment calls.
- He looks for three key elements: extremely negative sentiment (e.g., the term "uninvestable"), valuation support, and improving relative performance.
- He cites REITs as an example, noting their current cheap valuation, negative sentiment, and slowly improving relative performance.
- He cautions against value traps, emphasizing the importance of careful analysis.
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