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Get ready for a bull market in small caps
Wall Street Unplugged - What's Really Moving These Markets
The Risk of a Market Pullback
If you look at the markets and I'll give you a good example if we pull back and we go into recession Usually risky stocks more caps get crushed. That's normal Risk off usually happens in a higher interest rate environment credit tightening right get the hell out of risky stuff son Tez are up what 12 13 13 straight days. Over that time frame it's up like 35% crazy But if you're looking at small caps these risky stocks They significantly underperformed the NASDAQ year to date and what does that mean? It means that a lot of the risk is priced into these names. Even if you're anticipating a market pullback doesn't mean small caps are not gonna get nailed In
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