Tag Archives: Small Cap

June 01

Asset Class War – Part II

By David Nelson, CFA CMT The themes behind last week’s article discussing Asset Class Warfare continued to play out with massive shifts taking place in equity markets. Out of the gate last Tuesday Mid-Caps, (MDY), Small Caps (IWM) and Large Cap Value (IVE) exploded higher following the holiday weekend. Large Cap Secular Growth (IVW) had trouble staying green on the […]

October 16

Is the Small Cap Trade for Real? – CNBC

Everyone is piling into the Small Cap vs Large Cap spread trade because of the huge underperformance this year. A look at a long term chart tells a different story.  

July 21

Don’t Shoot the Messenger! – Fed Chair Yellen

By David Nelson, CFA A cloud of controversy seems to have swept up the media regarding Fed Chair Yellen’s Congressional testimony where she signaled out two sectors or asset classes that she believes are showing some signs of froth. “How dare her”; voices from the crowd yelled. The morning after echoed those of a lynch […]