David vs Goliath: Small-Cap Stocks Finally Surge
Many Happy Returns
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Market Shifts and Small-Cap Stocks
This chapter analyzes the recent surprising low US inflation numbers and their significant impact on small-cap stocks, particularly emphasizing the performance of the Russell 2000 index. The discussion covers market rotations favoring real estate, home builders, and utilities, and raises questions about the sustainability of small-cap rallies amidst changing interest rates. Additionally, the chapter explores the broader implications of shifting monetary policies and market sentiments on both domestic and international investors.
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