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Tax-loss selling sets up potential January rebound for beaten-down equities

9/22/2026

The fourth quarter often brings a specific type of mechanical selling that distorts price discovery, setting the stage for a potential technical rebound in the new year.

Against the backdrop of year-end portfolio rebalancing, investors are focused on stocks that have been driven down by tax-motivated transactions rather than fundamental deterioration.

This dynamic creates a distinct window where valuation may no longer reflect the underlying business quality.

The market view is that tax-loss selling will likely lead a group of 20 specific stocks to become artificially depressed in the fourth quarter.

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