Weekly issue — August 28, 2026

Markets are grinding to fresh highs on AI fumes while the S&P's median stock snoozes — and that gap is exactly where this newsletter lives. This week the gold is in insurance and timber, not chips and cars: two names actually clear both the Graham bar and the Buffett bar, a couple of statistically-cheap names come with real hair on them, and the AI/mega-cap crowd remains priced like gravity got repealed. Let's get into it.

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