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Jul 15 2020

Profiting From Mighty Mites

  • Jul 15, 2020

One of the signature traits of the U.S. small cap market is the prevalence of money losing companies. A recent tally indicated that prior to Covid, 38% of small caps were reporting trailing year losses despite the widespread economic strength of 2019.

Jul 08 2020

Different Paths, Same Ending?

  • Jul 8, 2020

For those who believe the economy “drives” trends in stock market leadership, consider the cases of 1999-2000 and 2019-2020.

Jul 07 2020

Preview: The Importance Of Quality In Small Caps

  • Jul 7, 2020

One of the signature traits of the U.S. small cap market is the prevalence of money-losing companies. Our recent tally indicates that even prior to COVID-19, 38% of small caps were reporting trailing year losses despite the widespread economic strength of 2019.

Dec 18 2019

A Small Cap Strategy Session

  • Dec 18, 2019

Leuthold’s research team has recently flagged a number of items that suggest it may be time to consider small cap stocks. This asset class has been showing signs of life and the decision to overweight small caps is starting to seem relevant – and perhaps nicely profitable - again.