The Next Big Trade - Michael Gayed: This Bear’s Got Long Legs
Real Vision: Finance & Investing
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Is the Bear Market Over or the Dynamic Different?
There's going to be an extinction event where there's some survivorship bias that kicks into the averages as those companies go under. A multi-year cycle that favors things outside of large caps seems to me very possible. Selfishly, I want to see that because it makes risk on rotations in my world with my funds less problematic from a whipsaw perspective. But yeah, people forget that everything has cycles and market capitalization large cap is not even everything else. It has cycles.
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