The Cash Flow Case for Value
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.A regime in transition.
ACT Advisors®
September 1, 2026
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LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.A regime in transition.
In his Jackson Hole keynote, Fed Chair Kevin Warsh delivered a hawkish assessment, prompting market odds to shift firmly toward a near-term rate hike. The