Quarterly earnings surprise data shows value sectors delivering a 5% beat rate, compared to 3% among growth sectors. Analysts cite better cost control and lower dependence on aggressive revenue forecasts as drivers. Such metrics strengthen the case for overweighting value in value vs growth investing debates. Historically, Dogecoin has been the better asset to own, but that may not be the case in the future. When it comes to stocks, a rising tide is no longer lifting all boats. The era of easy money has ended, and the age of selectivity is on. Tony DeSpirito discusses how alpha, or above-market return, is poised to become a bigger driver of outcomes. Value stocks in energy and financials rallied as higher-for-longer rates favor asset-backed earnings over leveraged expansion models. This split defines current positioning in the value vs growth investing debate across asset managers.