Fantastic analysis and paints a very strong picture of how a game squeeze juiced the small caps and the inverse correlation between large cap tech and small caps. That said there is a really important piece of the analysis missing from this thesis. Small caps historically underperform at the beginning of the rate cut cycle and begin to outperform at the end of rate cutting cycle. Which seems counter intuitive but actalually makes perfect sense. Fed cuts rates when they anticipate softening in consumer and corporate credit. Making this probably the worst time to jump into small caps just before a possible weakening in the economy or recession not to mention the Trillion dollars elephant sitting on small banks books CRE! Even with Trump and yield curve the banks could soon have to realize 100’s of Billions of dollars of bad loans sitting on there books that haven’t been marked to market. Nobody wants to talk about it bit it is a real problem!
The 2024 version of the Aztec vehicle. I don’t know where you live? But I am right on the east coast of NC (an area of great wealth) and see many Rivians of late. Only one cybertruck exists here. But we are an area of “old money”. They are very likely not to be Elon fans.
In an interview, O'Leary admitted that he's guilty of the same crimes that Trump was convicted of. Sounds like he's more worried about protecting his own finances and freedom than the average American's.
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Massive Squeeze Causes Huge Move In Small-Cap Stocks
Fantastic analysis and paints a very strong picture of how a game squeeze juiced the small caps and the inverse correlation between large cap tech and small caps. That said there is a really important piece of the analysis missing from this thesis. Small caps historically underperform at the beginning of the rate cut cycle and begin to outperform at the end of rate cutting cycle. Which seems counter intuitive but actalually makes perfect sense. Fed cuts rates when they anticipate softening in consumer and corporate credit. Making this probably the worst time to jump into small caps just before a possible weakening in the economy or recession not to mention the Trillion dollars elephant sitting on small banks books CRE! Even with Trump and yield curve the banks could soon have to realize 100’s of Billions of dollars of bad loans sitting on there books that haven’t been marked to market. Nobody wants to talk about it bit it is a real problem!
Was Tesla's Cybertruck The Best-Selling US EV Pickup In Q2?
The 2024 version of the Aztec vehicle. I don’t know where you live? But I am right on the east coast of NC (an area of great wealth) and see many Rivians of late. Only one cybertruck exists here. But we are an area of “old money”. They are very likely not to be Elon fans.
Will Joe Biden's Departure Take Down The Leftist Media Too?
That's true. Not even Trump, who in 4 years will be even older than Biden is now. Shame we have to chose between a pair of octogenarians!
DOGE Price Breakout: Analyst Predicts 404% Surge
Surge not found.
Elliott Wave Analysis On Silver Expects Further Correction Lower
Just a "little" left
SHIB Community Burns 7.6 Million Tokens, Boosting Shiba Inu’s Burn Rate By 70,000%
If it was $7.6 million, then that’s good. If it’s 7.6 million tokens, that’s laughable, $165. Bullish
Robinhood Acquisition Of Bitstamp Sparks Optimism About The Listing Of XRP
Nooooo! More selling!
Silver Price Analysis: XAG/USD Collapses Below $30.00 As Double Top Emerges
When do we see the double top on the weekly or monthly?
US Restricts AI Chip Exports To Middle East, AMD And NVDA Affected
The news had no affect on Friday's trading.
Are We Destined To Become A Nation Of Nihilists?
In an interview, O'Leary admitted that he's guilty of the same crimes that Trump was convicted of. Sounds like he's more worried about protecting his own finances and freedom than the average American's.