Joel Elconin - Lots Of Red On The Screen: AI Disruption and the Flight to Value
The KE Report Feb 12, 2026
Summary
Market volatility and widespread red screens signal potential AI-driven disruption affecting broader equity markets and investor sentiment
Flight to value trade emerging as investors rotate from overvalued tech/growth sectors into undervalued commodity and resource stocks
Precious metals and mining equities positioned to benefit from capital rotation seeking safe haven and fundamental value