Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Value Stocks Are Quietly Outperforming Big Tech in June 2026
In this episode of Stock Picking with Fexingo, Lucas and Luna examine a surprising trend in June 2026: value stocks are outperforming big tech. With the Nasdaq down over 5% in the last five days while value ETFs like VTV are flat to slightly up, they dig into why old-economy banks and energy companies are holding up. Lucas points to JPMorgan up 5.3% and Bank of America up 5.0% in the same period, contrasting with Microsoft down 9.5% and NVIDIA down 8.5%. They discuss the hot jobs report on June 5 that pushed rate cuts further out, making value's steady cash flows more attractive. Luna…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.