Historically, Small caps outperform when the Fed starts to ease

DavidMarlin
09-20

Now that the Fed cutting cycle has begun, it all comes down to the landing.

So long as the economy can avoid a recession, returns are overwhelmingly positive from here.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$

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We’re closing in on +100% gains on $Sezzle Inc(SEZL)$ in <2 months. 💯

If this is what a sustained Bull Run for Small Caps looks like, then it's going to be a fun ride!

+18-19% as a group vs +2% for the Russell 2000

I made the following prediction on July 24:

Historically, Small caps outperform when the Fed starts to ease.

If we are indeed entering a sustained Bull Run for Small caps, fortunes will be made owning the right stocks.

https://x.com/Marlin_Capital/status/1836885790510505990

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