HomeMarketsU.S. EconomyWhat Does the Small Cap Revolution Mean for Markets?

What Does the Small Cap Revolution Mean for Markets?

“The small cap revolution is here,” per Lucas Downey, which is “very bullish for markets.” He looks at the Russell 2000’s recent outperformance and its causes, and he looks at when similar patterns have occurred historically. Lucas also likes the travel sector, including Expedia (EXPE), and the utilities sector. He continues to watch money flows into small and mid caps.

The Watch List

29 Aug 2025

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