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The Texas Hedge
The Compound and Friends
Bidins Are Pretty Vulnerable Right Now
Small caps work in a risk on tape, maybe they under perform because they're worse at passig. They don't have the pricing power and they can't handle the commodities. The biggest criticism or push back to that is pride - these companies don't have as many non us. So that's probably the s criticism, i guess. Alsoif you think we get higher tax regime, like these companies tend to have higher statutory rate, and going to be a higher tax regime? I don't think so. Bidins are pretty vulnerable right now; mid terms going tobe a shit show for the dams.
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