The value trade is running 'way too far and way too fast' for this stage of the reope

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The value trade is running 'way too far and way too fast' for this stage of the reopening, PNC strategist says

The major indexes may be kicking off the month in rally mode, but PNC Financial's Amanda Agati sees trouble under the hood.

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Going through some stock screens, I see nothing but momentum plays at this point. Contrast that to most of 2020 where there was value to be had in all sectors.
 
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