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Posted by
Two Blokes Jul 17 -
Filed in
Stock
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This article provides a top-down analysis of the industrial sector based on valuation, quality, and momentum metrics. Transportation is marginally undervalued with improving quality, while other subsectors are 25–40% overvalued versus 11-year averages. PRN: industrials momentum ETF underperforming in 2025 after surging in 2024.
