Below is a brief excerpt and the "Chart of the Day" from today's Early Look note written by Keith McCullough.
|
Did you know that the Russell 2000 has sucked the tail pipe of alpha generation since it peaked during #Quad2’s Cycle Peak back in 2021? As of yesterday’s close, it’s still -4.4% from that price. Best part (for me and The Fam) is that I’m not long of it yet. I have been buying XXX, however. Can XXX “take share” (in market capitalization terms) from some of the Bubble Caps? A: some of them just did. Last night at a big Hedge Fund Client dinner at Valbella in Greenwich, I was showing a PM these tickers: XXXX and XXXX. Why? A: they’re in my PA. |
