Model is loading cheapness vs bonds and crowded shorts. Fiserv, Inc. ($FISV) is the top print: +11.4%, conf 94, short interest +0.0797, earnings yield +0.0694. Edison International ($EIX) is +9.5%, co

McCormick & Company, Incorporated ($MKC) is defensive but prints like a squeeze: +9.5%, conf 94, short interest +0.0749, earnings yield +0.0711. Solventum Corporation ($SOLV) is the healthcare outlier: +9.2%, conf 94, earnings yield +0.0685, illiquidity +0.0322. BNY ($BNY) and PG&E Corporation ($PCG) are the same factor stack. $BNY: +9.1%, conf 94, short interest +0.0797, illiquidity +0.0322, 60d vol +0.0252. $PCG: +9.1%, conf 92, short interest +0.0695, earnings yield +0.0622, 60d vol +0.0219. The Allstate Corporation ($ALL) adds a valuation kicker: +9.0%, conf 93, earnings yield +0.0711, short interest +0.0512, fwd/trail P/E +0.0214. Simon Property Group, Inc. ($SPG) is +8.5%, conf 94, short interest +0.0743, earnings yield +0.0664, illiquidity drag -0.0205. Globe Life Inc. ($GL) is the weaker Financials print: +8.3%, conf 93, short interest +0.0478, earnings yield +0.0447, illiquidity +0.0284. Dollar Tree, Inc. ($DLTR) is the consumer-defensive tell: +8.0%, conf 93, earnings yield +

McCormick & Company, Incorporated ($MKC) is defensive but prints like a squeeze: +9.5%, conf 94, short interest +0.0749, earnings yield +0.0711. Solventum Corporation ($SOLV) is the healthcare outlier