Large Caps
Large-Cap Growth: Could A Long Wait Get Even Longer??
Valuations set the stage for better performance out of growth. But it is important to note that there’s precedent for the value cycle—seemingly already overextended in time and price—to get much more extended.
Did You Have The Right Mix In 2005?
2005 Performance Recap: Equities, Fixed Income, Large Vs. Small Caps, Weighted Vs. Unweighted S&P 500, Industrial Metals and AdvantHedge.
Advance/Decline Line & Price Line Divergences Offer Guidance
Using Breadth Dynamics to assess strength of small cap stocks versus large cap stocks within various broad market sectors: Health Care, Materials, Consumer Discretionary, and Energy.
Large Cap Versus Small Cap
Small caps continue to be the market leaders over large caps. This trend is expected to continue into 2005, as our small cap leadership model has recently improved, and is now rated slightly positive.
Large Cap Growth Versus Large Cap Value
Large Cap Growth stocks are relatively cheap compared to Large Cap Value stocks. The next major trend should be in Large Cap Growth.
Small vs. Large Cap Leadership...Small Cap Domination Also Getting Late In The Game
Still prefer the Small caps over Large caps, despite the fact that small caps are now selling at 1% premium relative to large caps, and that the small cap leadership phase is getting long in the tooth.
Equity Performance By Market Cap Tiers
Weighted versus Unweighted S&P 500 comparison, Russell 2000 versus S&P 500 annual comparison and 2003 equity performance by market cap tiers.
A Closer Look At Small Caps Versus Large Caps
Weight of evidence no longer overwhelmingly favors Small Cap leadership, but we believe they still have upside potential.
Client Questions
Answering client questions on the economic recovery, bull market upside, valuations, Main Street and what could go wrong?
Large Cap Versus Small Cap: Inside The S&P 500
Poor performance by large cap technology and nifty fifty type issues had a very negative impact on S&P 500 cap weighted performers for the past three years.
Answering Client Questions
Many of the questions in this month’s issue came from December’s client meetings in Chicago.
January Effect: Now Arrives In December
Buy now to play January effect. Every year, over the last ten years, small caps have beaten the large caps in December!
Why We Still Favor Small Caps Over Large Caps
Prior history shows average period of small cap dominance is about five years...longer than that experienced in the 1990s.
Large Cap Versus Small Cap: S&P 500 Versus Russell 2000
For the third straight year, the Russell outperforms.
Growth Versus Value—Transition To Growth Leadership?
The weight of the evidence points toward a transition from value leadership to growth, with small caps leading the way. But, getting the timing right is no easy matter.
Growth Vs. Value—Transition to Growth Leadership?
It appears that a transition to growth leadership is already underway in the small caps segment of the market.
Growth Versus Value Update: The Tech Effect
Have we really had a big correction in growth stocks, or is the growth index just being pulled down by the tech bust?
"Value" Performance Superiority May Diminish Or Even End Soon
Our work indicates Small and Mid Cap growth stock action is heating up. It is entirely possible that a transition to Small and Mid Cap growth leadership is already in the works.
View From The North Country
I am positive about today’s stock market, but there are some considerations that could cause my optimism to be premature. A bubble/bust comparison between the great gold and silver bubble of 1979-1980 versus the 1998-present Internet sector. Not all single digit stocks should be shunned.
Large Cap Versus Small Cap: Inside The S&P 500
Poor performance by Large cap technology issues had a very negative impact on S&P 500 cap weighted performers in 2000.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
