Weekly issue — September 3, 2026

Markets shrugged off the long weekend and came in cool, but under the hood insurers and regional banks are quietly printing some of the fattest ROEs in the market at single-digit P/Es — that's the trade nobody's tweeting about. This week's screen is stacked with financials because financials got left for dead after 2023 and never got properly re-rated. Six real 🟢 value picks, seven statistically cheap names that come with an asterisk, zero overhyped junk worth naming and shaming. Let's go.