...the small cap rotation is BS. It is down -4.5% the past...

  1. 1ronnie
    23,765 Posts.
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    19/08/24
    23:50
    Post #: 75277068
    ...the small cap rotation is BS. It is down -4.5% the past month, while S&P500 has virtually clawed back its recent losses.

    ...with uncertainty lingering, small caps are not going to get the love.

    ...many would struggle to stay afloat.

    The summer of small caps 2024 eps estimates

    https://x.com/MichaelMOTTCM/status/1825504468223349242
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    lightbulb Created with Sketch.  Great analysis
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