Above The Noise: Countdown To A Rate Cut

Data indicates that we can expect to see the first Federal Reserve interest rate cut soon. The implied rate suggests that the first cut may be coming in September. Value and small-cap stocks have tended to outperform growth stocks in the past. The first rate cut is expected to come soon.

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

Chart Of The Week: Rotation... And A Question

Home Market Outlook Today's Market Chart Of The Week: Rotation... And A Question. After languishing for ages, smaller-capitalization stocks came roaring back over the past couple weeks. Meanwhile, the “Big Tech” stocks that had been leading markets tumbled across the board. Mike Larson's MoneyShow Chart of the Week for July 22, 2024.

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

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

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.

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

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

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

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

Weekly Report: what happened at XSLV last week (0527-0531)?

Weekly Report: what happened at XSLV last week (0520-0524)?

AI & Fed Driving Stock Market? ETFs to Bet On

Weekly Report: what happened at XSLV last week (0513-0517)?

Are Small- And Mid-Sized Companies Primed To Outperform?

Weekly Report: what happened at XSLV last week (0506-0510)?

Coiled Tight: Smaller Companies Are Primed For Outperformance

Home Investing Strategy Portfolio Strategy Coiled Tight: Smaller Companies are Primed For Outperformance. In the United States, small- and micro-cap stocks have lagged large- and mega-cap companies for a decade. The spring is coiled tight in the small-cap space, and we view it as favorable for generating alpha.