Navigating Market Volatility and the Value vs. Growth Divide – 03/07/2026
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John Berkley and the Uncommon Cents Investing investment committee analyze recent market declines across all four major indexes. They attribute this volatility to rising oil prices, geopolitical tensions, and inflation, which have pushed 10-year Treasury yields higher. Using the JDV indicator, the team highlights that value stocks are currently outperforming growth stocks year-to-date.
The hosts advocate for a disciplined, long-term strategy focused on fundamental metrics like trailing P/E ratios and low debt levels. They view market pullbacks as opportunities to buy quality companies “on sale” rather than attempting to predict market timing. By prioritizing risk aversion and avoiding emotional “style drifting,” the team emphasizes a grounded approach based on historical data. Ultimately, they encourage investors to ignore short-term “wrinkles” and trust a consistent, values-based system.
The hosts advocate for a disciplined, long-term strategy focused on fundamental metrics like trailing P/E ratios and low debt levels. They view market pullbacks as opportunities to buy quality companies “on sale” rather than attempting to predict market timing. By prioritizing risk aversion and avoiding emotional “style drifting,” the team emphasizes a grounded approach based on historical data. Ultimately, they encourage investors to ignore short-term “wrinkles” and trust a consistent, values-based system.
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