In mid-2020, we wrote that a new multi-year leadership cycle had probably begun. Technically, that belief hasn’t been disproven, but the extent of outperformance has been disappointing in the nearly three years since.
Mar
10
2023
Small Caps: We’ve Seen This Setup B-Four
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Small Caps Leadership Cycles Russell 2000 S&P 500 Total Return Ratio Treasury Yield Curve S&P SmallCap 600 Relative P/ELogin
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