HomeTechTechnology‘This Could be the Year Small Caps Take Off’

‘This Could be the Year Small Caps Take Off’

Eric Sterner likes industrials and small caps on the expectation of a trade war. “We’re still in the early innings of the A.I. revolution,” he adds, saying mega-tech could also be a defensive play. He’s less interested in international stocks because of geopolitical risk, but still maintains some positions.

The Watch List

02 Jan 2025

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