Week 3 Talking Points

Election Rally  Crude oil is trading solidly in the mid-50s and the energy sector is up over 11% so far this year but is actually up 43% since election day. Small caps are also finding themselves in the middle of a massive election rally, having jumped 37% since Nov 3rd and…

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Week 1 Talking Points

The Santa Clause rally delivered this year. Happy New Year to everyone reading this – 2020 is over, let’s see what 2021 has in store for us. The clear winners of the last three months are small caps – they added another 6% this week too. Energy and financials won…

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