The U.S. Small Cap Rally Has Been Fast And Furious. But Is It Here To Stay?

Market Rotation Update

Clearwater Paper Focuses on Paperboard: Sells Tissue Business for $1.06B

Clearwater Paper Corporation inked a deal to sell its tissue business to Sofidel America Corporation for $1.06 billion. The deal is expected to close in late 2024. The company anticipates net proceeds of around $850 million from the sale. Clearwater Paper shares are trading higher after the deal was announced.

Weekly Market Pulse: Is That Goldilocks I See?

Home Market Outlook Today's Market Weekly Market Pulse: Is That Goldilocks I see? Joseph Calhoun says the market has been dominated by large cap growth stocks. The stock market selloff at the end of the last week reduced the gains in value and smaller stocks. Commodities are mixed with general commodities down 4% and gold up nearly 3%.

Weekly Report: what happened at FDM last week (0715-0719)?

Where Investors Are Starting To Turn Their Attention As Big Tech Loses Steam

MoneyTalk's Anthony Okolie talks with David Sekera, Chief U.S. Market Strategist with Morningstar Research. Sekera says the US markets are starting to strayed "pretty far into overvalued territory" The rotation out of big tech and into smaller-caps has been losing steam.

Is The Fed Going To Cut Rates Soon? Guess Who Thinks So

Weekly Report: what happened at FDM last week (0708-0712)?

It's Rotation Time (Or Not) Again

June CPI report shows lower than expected price gains, increasing likelihood of Fed cutting interest rates in September. Lower inflation can benefit small-cap stocks by helping them maintain profit margins during economic slowdown. Uncertainty remains about durability of rotation from large cap growth stocks and reasons behind recent sell-off.

Rotation Into Small Cap Stocks

Yesterday, a strong rotation took place out of mega cap stocks into smaller cap stocks. Small cap value stocks were up over 3% Thursday, while large cap growth stocks were down -1.5%. The market is anticipating a rate cut by the Federal Reserve in September. The Mag 7 did not fare well, with the MAGS ETF down almost -4.5% Thursday.

Health Officials Keep Close Eye On Bird Flu As It Infects Cows For The First Time

Bird flu has infected cows in 12 states in the U.S. So far this year. The virus is the same H5N1 strain that has infected wild birds and commercial poultry. The first known cases of the virus in cows were in Texas in March. The World Health Organization says the risk to humans is low.

Weekly Report: what happened at FDM last week (0701-0705)?

Analysts Predict 25% Upside For FDM

Weekly Report: what happened at FDM last week (0624-0628)?

First Trust Dow Jones Select MicroCap Index Fund ETF declares $0.5047 dividend

Weekly Report: what happened at FDM last week (0617-0621)?

Concerned About Market Concentration And Lofty Valuations? Consider Small Caps

Is Small Cap Exposure Still A Good Idea? Asking For A Friend

Weekly Report: what happened at FDM last week (0610-0614)?

Weekly Report: what happened at FDM last week (0603-0607)?