HomeIndustriesVehicles & TransportationMarket FOMO Fuels Run-Up, GM and TRV Offer Discounts to Growth Potential

Market FOMO Fuels Run-Up, GM and TRV Offer Discounts to Growth Potential

Phil Blancato says the market's recent run-up has been fueled by seasonality and investors' "fear of missing out," but he thinks we're due for a correction. With valuations at all-time highs, even a small pullback could turn into a bigger sell-off. Blancato still sees value in some areas, however, including General Motors Company (GM) and Travelers Companies, Inc. (TRV), which he thinks are trading at discounts to their growth potential.

The Watch List

05 Nov 2025

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