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The Texas Hedge
The Compound and Friends
Small Caps
i find it interesting in the degree to which small caps have undo performa well ti ag caps. In c four last year was the first time ever, we're all 11 gi sectors, equal weight, under performed the s and p so that's the magnitude of t how much large cap work. I wonder what happens when you compare a sector to sector. Financials save a lot more banks. So like, when you look at small cap industrialrials versus large cap industrials, i wonder if that tells a different story. People re bench marked. Bidins are pretty vulnerable right now, and the mid terms going tobe a shit show for the dams.
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