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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