Mid Caps
S&P 500 Not Overvalued
The index is not currently “overvalued”…..Nor is it undervalued. Small/mid cap stocks cheap, but large caps also getting attractive.
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.
Stock Market Sweet Spot
Stock Market Sweet Spot between now and election. Fewer impediments with inflation pressures easing and economy showing signs of a slowdown. Also, making a case for Mid Caps and is the Paid To Play performance for real?
Tracking Shifts In Market Capitalization Leadership
Small caps and Mid caps now outperforming Big caps. A change in leadership appears to be in progress.
Tracking Shifts In Market Capitalization Leadership
If small caps can move back above the October 1999 level in the coming months, this would certainly be encouraging for small cap fans and may even signal a change in the trend to confirm that leadership is indeed moving to the small cap arena.
Tracking Shifts In Market Capitalization Leadership
A unique way to monitor and react to changing stock market capitalization leadership trends. This new study examines the percent of stocks lagging the S&P 500, segmented by capitalization tiers.
Time To Shift Into Mid Caps?
Advise clients mandated to be fully invested to move assets away from Large Cap institutional favorites and into Mid/Small cap names.
Making The Case For Mid Caps
For managers who are mandated to stay fully invested, Mid Caps make pretty good sense as a replacement for extremely overvalued Nifty Fifty stocks.
View from the North Country
Where Do We Go For Good Investment Returns Now?... Polling The Pro's For Our Client's Current Stock Market Attitudes...Taking Another Look At The New S&P Midcap Index
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March 2026 Issue
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March 2026 Issue
