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- The R2000 returned 8.9% in 1Q10, outperforming the S&P 500’s 5.4% total return by 350 bps. R2000 Value’s 10.0% outperformed Growth’s 7.6% return by 240 bps. The quarter witnessed the Mar '09 low’s anniversary.
- The Health Care reform bill’s passage leaves us in a dark and angry mood (see our rec...full article available after login
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05/22/13 Insights from the Road | login req
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05/21/13 Small-Cap Macro Mosaic 5.21.13 | login req
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05/17/13 Top 200 Most Widely Held Small-Caps 5.17.13 | login req
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05/16/13 Drilling Down in the Small-Cap Sectors | login req
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05/15/13 Identifying Companies Poised to Benefit from Debt Refinancing | login req
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05/13/13 The Reawakening of Young Ambition | login req
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05/10/13 Final Small-Cap and Large-Cap 1Q13 Earnings Report | login req
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05/09/13 Master Economic Data Index Update | login req
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05/08/13 Deconstructing the LEI’s Picture of Slow but Stable Growth | login req
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05/07/13 Small-Cap Macro Mosaic 5.7.13 | login req
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05/06/13 1Q13 Defensive Outperformance in Strong Up Quarter is Rare | login req
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05/05/13 Sunday Evening Charts | login req
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05/03/13 1Q13 Earnings Update | login req
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05/02/13 On Our Mind - Waiting Game Continues | login req
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04/30/13 Small-Cap Market Outlook 4.30.13 | login req
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04/25/13 Risk in the Ruler Stocks that Have Ruled | login req
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04/25/13 An Early Look at Small-Cap and Large-Cap 1Q13 Earnings Reports | login req
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04/23/13 Small-Cap Macro Mosaic 4.23.13 | login req
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04/19/13 Searching for the Tell | login req
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04/18/13 An Early Look at 1Q13 Earnings Results | login req
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04/17/13 Yen Carry Trade's Fate Important to US Equities | login req
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04/16/13 Evening Charts - Beaten Up, Bottoming Stocks | login req
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04/16/13 Small Cap Market Outlook | login req
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04/15/13 Record Stock Prices Diverge From Falling US Gov't Bond Yields | login req
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04/12/13 A Detailed Analysis of 1Q13 Earnings | login req
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04/10/13 What To Own Should the Market Swoon in Spring Once Again | login req
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04/09/13 Small-Cap Macro Mosaic | login req
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04/05/13 1Q13 Quarter End Letter | login req
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04/04/13 Bear's Correction May Have Finally Begun | login req
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04/02/13 Evening Charts - David Rose Company Coverage | login req
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04/02/13 Small-Cap Market Outlook 4.2.13 | login req
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03/27/13 When will the Unemployment Rate Reach the Fed’s Goal? | login req
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03/26/13 Small-Cap Macro Mosaic 3.26.13 | login req
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03/25/13 Active Managers Should Introduce Active ETFs | login req
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03/22/13 Master Economic Data Index Update | login req
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03/20/13 Examining Small-cap Correlation | login req
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03/19/13 Small-Cap Market Outlook 3.19.13 | login req
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03/18/13 Evening Charts - Sm Cap Mgrs & Am I the Last to Know | login req
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03/18/13 Fed Wealth Effect Monitoring | login req
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03/15/13 Screening for Small-Caps to Improve Capture Ratios | login req
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03/13/13 Russell 2000 IWM ETF Compares Poorly versus Small-Cap Funds | login req
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03/12/13 Small-Cap Macro Mosaic 3.12.13 | login req
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03/11/13 Examining Small-cap Market Gyrations | login req
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03/09/13 Sunday Evening Charts - a Day Early | login req
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03/07/13 Sports and Investment Comfort Zones | login req
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03/07/13 Evening Charts - Fastest Revenue Growers | login req
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03/06/13 Evening Charts ACCL FTK GPK ORIT TBI TNC WCBO | login req
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03/06/13 4Q12 Earnings Wrap-up and Stock Screen | login req
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03/05/13 A Walk Through our Outlook | login req
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03/05/13 Small-Cap Market Outlook 3.5.13 | login req
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03/04/13 Evening Charts from Deer Valley Ideas Summit | login req
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03/03/13 On My Mind: Did the US Begin Austerity with Friday’s Sequester Onset? | login req
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03/01/13 Small-cap Core Mutual Fund Sector Weight Characteristics | login req
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02/28/13 Breaking Out is Hard to Do | login req
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02/27/13 The Optimistic Old Man Revisited | login req
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02/26/13 Small-Cap Macro Mosaic 2.26.13 | login req
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02/25/13 Small-Cap Earnings are Significantly Outpacing Large-Caps | login req
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02/24/13 Sunday Evening Charts | login req
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02/22/13 Evening Charts Stocks Added Most by Mutual Funds | login req
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02/21/13 R2000 4Q12 Earnings Signal & Surprise Report #2 | login req
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02/20/13 Top 200 Most Widely Held Small-Caps | login req
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02/19/13 Small Cap Thoughts On My Mind | login req
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02/19/13 Small-Cap Market Outlook 2.19.13 | login req
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02/15/13 R2000 Earnings Signal & Surprise Report -- 4Q12 | login req
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02/14/13 Evening Charts - David Rose Company Coverage | login req
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02/14/13 Top Performing Small-Cap Funds Add Significant Alpha Over Cycle(s) | login req
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02/14/13 Traits of Top Performing Small-Cap Core Funds | login req
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02/14/13 Traits of Top Performing Small-Cap Growth Funds | login req
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02/14/13 Traits of Top Performing Small-Cap Value Funds | login req
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02/12/13 Major US Indices Charts Don't Resemble 2007 Top | login req
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02/12/13 Small-Cap Macro Mosaic 2.12.13 | login req
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02/11/13 Evening Charts | login req
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02/11/13 Examining High ROA vs. Low ROA Returns | login req
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02/08/13 4Q12 Earning Season Continues Posting 9% Growth | login req
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02/07/13 On My Mind | login req
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02/05/13 Small-Cap Market Outlook | login req
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02/04/13 Small-cap Stock Purchases & Sales by Sector | login req
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02/02/13 Sunday Evening Charts | login req
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02/01/13 An Advance Small-Cap 4Q12 Earnings Look | login req
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01/31/13 Jobless Claims Correlation to Stock Market Returns Sends Bullish Signal | login req
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01/30/13 R2000 Stock Returns Dispersion | login req
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01/29/13 The Small-Cap Macro Mosaic 1.29.13 | login req
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01/28/13 An Early Small-Cap 4Q12 Earnings Look | login req
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01/24/13 Small‐Cap Earnings Uncertainty | login req
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01/23/13 Small-cap Industry P/E and Net Margins | login req
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01/22/13 4Q12 Small‐Cap Earnings Seasons Leaders & Laggard Expectations | login req
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01/22/13 Small-Cap Market Outlook 1.22.13 | login req
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01/20/13 Sunday Evening Charts | login req
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01/13/13 Sunday Evening Charts | login req
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01/11/13 Is Money Beginning to Flow from Bonds to Stocks | login req
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01/09/13 Data Dabbling in Pretty Pictures | login req
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01/08/13 Small-Cap Market Outlook | login req
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01/07/13 2012 Year-End Letter | login req
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01/06/13 Sunday Evening Charts | login req
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12/21/12 Small-Cap Industrials Drill-Down | login req
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12/19/12 Master Economic Data Index Update | login req
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12/18/12 Small-Cap Macro Mosaic 12.18.12 | login req
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12/13/12 2013: The Year Ahead | login req
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12/12/12 Single Question Survey Result: The Rally vs. The Cliff | login req
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12/11/12 Small-Cap Market Outlook 12.11.12 | login req
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12/09/12 Sunday Evening Charts | login req
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12/07/12 Russell 2000 4Q12 and 2013 Earnings and Revenue Estimates | login req
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12/06/12 Small-Cap Information Technology Drill Down | login req
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12/05/12 Identifying R2000 Stocks with High and/or Rising Hedge Fund Sponsorship | login req
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12/04/12 Evening Charts - Trending Stocks | login req
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12/04/12 Small-Cap Macro Mosaic 12.4.12 | login req
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12/03/12 Small Cap Core Managers' Sector Weights | login req
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12/02/12 Sunday Evening Charts & Musings | login req
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11/30/12 Understanding QE’s Dirty Secret | login req
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11/28/12 Small-Cap Thoughts: Tax Brackets vs. GDP Growth | login req
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11/27/12 Small-Cap Market Outlook 11.27.12 | login req
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11/20/12 Small-Cap Macro Mosaic 11.20.12 | login req
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11/19/12 The Capital Pain Trade | login req
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11/19/12 Top 200 Most Widely Held Small-Caps | login req
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11/18/12 Sunday Evening Charts | login req
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11/16/12 R2000 Earnings Signal & Surprise Report | login req
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11/15/12 Identifying Small-Caps with the Best Change in ROIC | login req
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11/14/12 FCF Screen & GDP Growth Under Democrats vs. Republicans | login req
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11/13/12 Small-Cap Market Outlook 11.13.12 | login req
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11/12/12 Diagramming the Fiscal Cliff | login req
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11/11/12 Sunday Evening Charts | login req
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11/09/12 Whither the Economy? Hello, My Name is Cliff | login req
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11/07/12 Elections Have Consequences | login req
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11/06/12 Small-Cap Macro Mosaic 11.6.12 | login req
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11/05/12 +9% y/y 3Q12 Earnings Growth with Half the R2000 Index Reported | login req
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11/04/12 Sunday Evening Charts | login req
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11/02/12 Master Economic Data Index Update | login req
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10/31/12 R2000 Earnings Signal & Surprise Report | login req
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10/30/12 Small Cap Market Outlook | login req
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10/30/12 Evening Charts Focuses on Insurance Stocks | login req
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10/28/12 Sunday Evening Charts | login req
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10/26/12 Rising LEI Contradicts Bearish Sentiment | login req
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10/24/12 The Simple Truth – Monetary Policy is “All-In”, Fiscal Policy, Not so Much | login req
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10/23/12 Small-Cap Macro Mosaic 10.23.12 | login req
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10/22/12 Capital Equipment New Order Trend Sends Ominous Signal | login req
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10/16/12 Small-Cap Market Outlook 10.16.12 | login req
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10/15/12 On the Road with Furey Research Partners | login req
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10/15/12 Small-Cap Thoughts: (i) Unusual Unemployment Rate Changes; (ii) Dividends | login req
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10/14/12 Sunday Evening Charts and Musings | login req
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10/11/12 Small-Cap Thoughts: (i) Population & P/E (ii) Consumer Credit | login req
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10/09/12 Small-Cap Macro Mosaic 10.9.12 | login req
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10/07/12 Sunday Evening Charts and Musings | login req
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10/04/12 Evening Charts KRE NATGAS CAKE CFFN MDP MKL MSA OGE PNRA POOL REGN | login req
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10/04/12 3Q12 Quarter-End Letter Conference Call Slides | login req
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10/03/12 3Q12 Quarter-End Letter | login req
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10/02/12 Small-Cap Market Outlook 10.2.12 | login req
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09/30/12 Sunday Evening Charts | login req
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09/28/12 Musings on Gold and Bounce Off Key Support | login req
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09/27/12 Battle of the Breakout | login req
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09/26/12 Musings | login req
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09/25/12 Small-Cap Macro Mosaic 9.25.12 | login req
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09/23/12 Sunday Evening Charts | login req
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09/21/12 Bernanke’s Ultra-Low Rates Changing the Rules of the Road | login req
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09/19/12 A Wide Range Self Interview Detailing Market Upside | login req
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09/18/12 Low Quality Leadership Study | login req
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09/18/12 Small-Cap Market Outlook 9.18.12 | login req
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09/16/12 Sunday Evening Charts Dominated by Index Breakouts | login req
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09/13/12 Evening Charts Thoughts on Fed QE and Indices Breaking Out | login req
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09/13/12 Housing Continues on Path to Recovery | login req
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09/12/12 More Breakout Charts | login req
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09/11/12 Evening Charts Potential and Actual Breakouts | login req
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09/11/12 Small-Cap Macro Mosaic | login req
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09/10/12 Evening Charts Drilling into Energy | login req
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09/10/12 Small-Cap Thoughts: Examining Characteristics of the Best & Worst YTD Performers | login req
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09/09/12 Sunday Night Evening Charts | login req
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09/07/12 What Sectors & Industries to Overweight in a QE World | login req
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09/06/12 Master Economic Data Index Update | login req
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09/05/12 Charting Around the World | login req
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09/04/12 Small-Cap Market Outlook 9.4.12 | login req
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08/27/12 Monday Morning Musings - Do Not Expect QE Soon | login req
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08/24/12 Stocks & Bond Yields Meet Resistance | login req
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08/23/12 Russell 2000 2012 Revenue & Earnings Outlook | login req
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08/22/12 Small-Cap Thoughts: Low Market Cap Stock Leadership | login req
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08/21/12 Small-Cap Market Outlook 8.21.12 | login req
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08/20/12 Top 200 Most Widely Held Institutional Fund Small-Cap Holdings | login req
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08/17/12 R2000 Earnings Signal & Surprise Report 2Q12 vol. 3 | login req
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08/16/12 ROIC Level & Marginal Change Both Drive Performance | login req
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08/15/12 Small-Cap Thoughts: Payrolls Growth as an Election Predictor | login req
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08/14/12 Small-Cap Macro Mosaic 8.14.12 | login req
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08/13/12 Monday Musings on Ryan Energy VIX and R2 Technicals | login req
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08/09/12 R2000 Earnings Signal & Surprise Report 2Q12 vol. 2 | login req
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08/07/12 Small-Cap Market Outlook 8.7.12 | login req
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08/02/12 R2000 Earnings Signal & Surprise Report (ESS) | login req
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07/31/12 Small-Cap Macro Mosaic 7.31.12 | login req
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07/30/12 Monday Morning Musings | login req
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07/26/12 Small-Cap Thoughts: Long-term P/B Valuation | login req
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07/25/12 Thoughts on the High Yield Market | login req
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07/24/12 Small-Cap Market Outlook 7.24.12 | login req
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07/23/12 Evening Charts from IBD Top 50 and Musings | login req
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07/20/12 Small-cap Random Thoughts: Predicting Election & Small-cap Bank M&A | login req
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07/19/12 Evening Charts focus on Energy | login req
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07/18/12 Evening Charts | login req
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07/18/12 Screening R2000 Companies by Earnings Acceleration & Deceleration | login req
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07/17/12 Small-Cap Macro Mosaic 7.17.12 | login req
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07/16/12 Monday Morning Musings | login req
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07/16/12 Evening Charts with Value Focus & Biggs Tribute | login req
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07/11/12 Small-cap Screen: Margin Growth Expectations | login req
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07/10/12 Small-Cap Market Outlook 7.10.12 | login req
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07/09/12 Monday Morning Musings | login req
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07/03/12 2Q12 Quarter-End Letter | login req
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07/02/12 4th Ideas Summit Key Takeaways | login req
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06/26/12 Small-Cap Market Outlook 6.26.12 | login req
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06/25/12 2Q12 Small-Cap PM Survey Results | login req
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06/22/12 Quality-Adjusted Valuation, Fed Easing and Market Sentiment | login req
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06/21/12 Policy Makers Lag and Morning Charts | login req
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06/19/12 Evening Charts | login req
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06/19/12 Small-Cap Macro Mosaic 6.19.12 | login req
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06/18/12 R2000 Stocks with Rising Hedge Fund Ownership | login req
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06/18/12 R2000 Technical Risk Rises at Key Resistance | login req
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06/15/12 Russell 2000 Margin Breadth | login req
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06/14/12 Evening Charts | login req
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06/13/12 Russell 2000 2012 Revenue & Earnings Outlook | login req
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06/12/12 Small-Cap Market Outlook 6.12.12 | login req
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06/11/12 Evening Charts as Spanish Bank Bailout Fails to Inspire | login req
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06/11/12 Screening for Operating Margin Improvement | login req
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06/08/12 Evening Charts | login req
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06/05/12 Small-Cap Macro Mosaic | login req
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06/04/12 Investors Await Policy Response to Reverse Bearish Momentum | login req
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06/01/12 Change in Consensus Thought Impacting Markets | login req
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05/30/12 Evening Charts Major Indices and Key Indicators | login req
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05/30/12 Small-Cap Tech “Earnings Blowup” Monitor | login req
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05/29/12 Small-Cap Market Outlook 5.29.12 | login req
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05/24/12 Small-cap High Yield Screen | login req
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05/23/12 Sectors, Industries and Stocks for Defensive-Minded Investor | login req
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05/22/12 Small-Cap Macro Mosaic | login req
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05/18/12 R2000 Earnings Signal & Surprise Report | login req
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05/17/12 Top 200 Most Widely Held Small-Caps | login req
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05/16/12 Measuring the Scope of Recent European Economic Data Weakness | login req
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05/15/12 Small-Cap Market Outlook 5.15.12 | login req
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05/14/12 The Case for Reflation Remains Strong | login req
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05/11/12 1Q12 Earnings Surprise and Signal Vol 2 | login req
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05/08/12 The Small-Cap Macro Mosaic 5.8.12 | login req
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05/07/12 Evening Charts BGC HURN JOSB MIDD MINI MNR MSM NEOG ROG THS RUP | login req
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05/07/12 Weakening Sequential Economic Data Causing Worry | login req
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05/07/12 Initial Thoughts on France's New Socialist President | login req
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05/04/12 R2000 Earnings Signal & Surprise Report | login req
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05/03/12 Evening Charts Companies Posting Big Earnings Beats Today | login req
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05/03/12 Small-Cap Earnings Growth Breadth | login req
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05/02/12 Top 40% of Active Small-Cap Mutual Funds Consistently Outperform | login req
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05/01/12 Small-Cap Market Outlook 5.1.12 | login req
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04/30/12 1Q12 Earnings Surprise & Signaling | login req
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04/17/12 Small-Cap Market Outlook | login req
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04/13/12 Potential Relative Performance Sector Rotation on the Horizon | login req
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04/11/12 Updating our Master Economic Data Index | login req
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04/10/12 The Small-Cap Macro Mosaic 4.10.12 | login req
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04/04/12 1Q12 Quarter-End Letter | login req
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04/03/12 Small-Cap Market Outlook 4.3.12 | login req
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03/30/12 Evening Charts FR WLL AFAM BID | login req
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03/30/12 Where to Shop for Small-Cap Financials | login req
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03/29/12 Evening Charts HPT MLP RLH SKT | login req
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03/28/12 Conditions Remain Solidly Bullish | login req
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03/27/12 Evening Charts ABG CLH GPI PETM WWW | login req
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03/27/12 The Small-Cap Macro Mosaic 3.27.12 | login req
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03/26/12 Evening Charts ATRO IMAX KBE KRE LPSN NC PAY SFI WDC WPRT | login req
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03/26/12 Russell 2000 2012 Revenue & Earnings Outlook | login req
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03/22/12 Blue Chips Send a Bullish Message | login req
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03/22/12 Small-Cap Portfolio Manager Survey Results | login req
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03/20/12 Small-Cap Market Outlook 3.20.12 | login req
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03/19/12 Small-Cap Asset Managers Have Great Business Models | login req
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03/15/12 Comparing Net New Cash Flows into Equities during the Current and Past Bull Markets | login req
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03/14/12 Updating Our Technical Mode Portfolio 3.14.12 | login req
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03/13/12 Small-Cap Macro Mosaic 3.13.2012 | login req
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03/12/12 Evening Charts ATRO JJSF LANC NEU SIF THS WNI | login req
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03/12/12 Analyzing Relationship of Personal Income and Small-Caps | login req
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03/08/12 Is the Low Quality Rally Over? | login req
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03/06/12 Evening Charts KRE | login req
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03/06/12 Small Cap Market Outlook | login req
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03/05/12 Signals from our Master Economic Data Index | login req
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03/02/12 4Q11 Earnings Surprise & Signaling Vol 5 | login req
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03/01/12 Examining Past Golden Crosses Reinforces our Bullishness | login req
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02/29/12 Evening Charts ATLS CKEC GPI PAY | login req
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02/29/12 A Portable Alpha Small-Cap Long/Short Strategy | login req
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02/28/12 Evening Charts ACC EXR NWE ULTA | login req
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02/28/12 Small-Cap Macro Mosaic 2.28.12 | login req
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02/27/12 Evening Charts ALGN CAVM CNQR DSW LIZ SABA | login req
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02/24/12 4Q11 Earnings Surprise & Signaling Vol 4 | login req
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02/23/12 Small-Cap Core Mutual Fund Sector Weight Characteristics | login req
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02/22/12 The Top 200 Most Widely Held Small-Caps | login req
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02/21/12 Small-Cap Market Outlook 2.21.12 | login req
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02/17/12 4Q11 Earnings Surprise & Signalling Vol 3 | login req
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02/16/12 The Election of 2048 – 36 Years in a Blink | login req
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02/16/12 Studying Refi Activity | login req
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02/14/12 Small Cap Macro Mosaic | login req
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02/14/12 Evening Charts CROX GPI HAYN HXL MCRS RAVN SM | login req
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02/13/12 Low Rates and Wide Spreads Discourage Bank Lending | login req
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02/13/12 Evening Charts AIXG & RSTI | login req
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02/10/12 4Q11 Earnings Surprise & Signalling Vol 2 | login req
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02/09/12 Two Years into Another Small Cap Golden Era | login req
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02/09/12 Evening Charts ABD CFI GEO HITT LOGI NDSN RDC TER WWW | login req
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02/08/12 IMAX Evening Charts | login req
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02/07/12 Evening Charts OI KBW RAS XRM | login req
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02/07/12 Small Cap Market Outlook | login req
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02/06/12 Buyer Capitulation? Not Yet! | login req
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02/06/12 4Q11 Earnings Surprise and Signal Report Vol 1 | login req
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02/06/12 Evening Charts APKT and CW | login req
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02/03/12 Evening Charts AAWW ABD AMED CFI DAR, ENSG MFA MSTR | login req
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02/02/12 Oriental Express Hotels Evening Charts | login req
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02/02/12 Stocks with High ROE and Low Trading Volume | login req
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02/01/12 Updating our Technical Model Portfolio | login req
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01/31/12 Small Cap Macro Mosaic | login req
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01/30/12 Drivers to Stocks Firing | login req
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01/26/12 Stock Screen: Rising Dividend Candidates | login req
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01/25/12 Small-Cap EPS and Sales Revisions in Context | login req
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01/24/12 Small-Cap Market Outlook 1.24.12 | login req
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01/23/12 Ideas Summit Recap and 23 Attractive Timely Charts | login req
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01/18/12 A Different Look at Russell 2000 Valuation | login req
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01/17/12 Small-Cap Macro Mosaic 1.17.12 | login req
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01/12/12 Tantalizing Banks | login req
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01/11/12 Upcoming 4Q11 Earnings Season Has Ability to Surprise | login req
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01/10/12 Small-Cap Market Outlook 1.10.12 | login req
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01/06/12 Updating Our Technical Model Portfolio 1.6.12 | login req
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01/04/12 2011 Year-End Letter | login req
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01/03/12 Our Year Ahead Outlook | login req
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12/23/11 Top 400 "Quality Meets Price" Small-Caps | login req
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12/22/11 Russell 2000 4Q11 and 2012 Revenue & Earnings Outlook | login req
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12/21/11 Unemployment and Small-Caps | login req
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12/20/11 Small-Cap Macro Mosaic 12.20.11 | login req
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12/14/11 2011 Tax Loss Candidates | login req
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12/13/11 Small-Cap Market Outlook 12.13.11 | login req
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12/09/11 4Q11 PM Survey Results | login req
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12/08/11 Risks to Being Underweight Financials Increasing | login req
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12/07/11 Searching for High ROE & Inexpensive Small-Caps | login req
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12/06/11 Small-Cap Macro Mosaic 12.6.11 | login req
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12/02/11 Stocks Posting Greatest Change in FCF net of Working Cap Changes | login req
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11/29/11 Small-Cap Market Outlook 11.29.11 | login req
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11/22/11 Small-Cap Macro Mosaic 11.22.11 | login req
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11/21/11 Updating Our Technical Model Portfolio | login req
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11/18/11 Small-cap Mutual Fund Characteristics | login req
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11/17/11 Top 200 Institutional Fund Small-Cap Holdings | login req
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11/16/11 Earnings Growth, Acceleration & Deceleration | login req
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11/15/11 Small-Cap Market Outlook 11.15.11 | login req
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11/11/11 Earnings Surprise and Signaling | login req
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11/10/11 Examining Performance Gap Between R2000 and SP600 | login req
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11/08/11 Small-Cap Macro Mosaic 11.8.11 | login req
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11/07/11 Monday Morning Musings: Simple Thoughts are Often the Best but Most Difficult | login req
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11/04/11 Earnings Surprise & Signaling | login req
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11/03/11 What Our Business Conditions Index is Saying About the Future U.S. Economy | login req
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11/01/11 Small-Cap Market Outlook 11.1.11 | login req
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10/28/11 Small-Cap Earnings Growth, Acceleration and Deceleration | login req
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10/28/11 3Q11 Earnings Surprise & Signaling 10.28.11 | login req
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10/27/11 Bearish Investors Rushing to Cover Shorts | login req
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10/27/11 Small-Cap Weights and Performance vs. Large-Caps | login req
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10/25/11 Small Cap Macro Mosaic 10.25.11 | login req
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10/24/11 What is Working in the 4Q Rally | login req
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10/21/11 Trailing 10-Year Returns Discount a Great Deal of Bad News | login req
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10/20/11 Value’s Personality Disorder? A Temporary Financial Aversion. | login req
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10/19/11 Thoughts | login req
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10/18/11 Small-Cap Market Outlook 10.18.11 | login req
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10/14/11 Shipping Data Portends Weak Holiday Sales | login req
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10/13/11 Screening for High and/or Accelerating FCF Small-Caps | login req
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10/11/11 Small-Cap Macro Mosaic 10.11.11 | login req
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10/10/11 The Remarkable Greenwich Express | login req
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10/07/11 What Characteristics Could Lead if the Market Rebounds? | login req
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10/06/11 Earnings and Europe | login req
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10/04/11 Small-Cap Market Outlook 10.4.2011 | login req
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10/03/11 3Q11 Quarter Letter | login req
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10/03/11 Monday Morning Musings: 3Q11 Experienced a Perfect Storm | login req
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09/30/11 Can the Small-Cap Leaders up to the July '11 High Lead Again | login req
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09/29/11 Small-Cap High Yield vs. Equity Returns | login req
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09/27/11 Small-Cap Macro Mosaic 9.27.11 | login req
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09/26/11 Monday Morning Musings Europe End Game Begins | login req
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09/23/11 Good Growth Stocks with Margins Below Long-Term Levels | login req
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09/22/11 Defensive Shift Since Apr '11 High Though Not Conclusive | login req
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09/20/11 Small-Cap Market Outlook 9.20.11 | login req
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09/19/11 A Really Discouraging Weekend for Political Risk Premiums | login req
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09/16/11 Characteristics of High and Low ROE Small-cap Stocks | login req
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09/14/11 How Europe Plays Out and Its Effect on the U.S. | login req
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09/13/11 Small-Cap Macro Mosaic | login req
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09/12/11 3Q11 PM Survey Results | login req
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09/09/11 R2000 Earnings Revenue and Margin Analysis | login req
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09/08/11 Thoughts and Green Shoots | login req
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09/06/11 Small-Cap Market Outlook 9.6.11 | login req
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08/30/11 Small Cap Macro Mosaic | login req
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08/26/11 The Great Investor | login req
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08/25/11 S&P 500 Short-term Volatility and Forward Returns | login req
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08/24/11 Productivity May Be an Underappreciated Tailwind for Profit Growth | login req
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08/23/11 Small-Cap Market Outlook 8.23.11 | login req
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08/22/11 Monday Morning Musings | login req
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08/18/11 Performance By Various Metrics after an Extreme Market Correction | login req
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08/17/11 Top 200 Institutional Fund Small-Cap Holdings | login req
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08/16/11 Small-Cap Macro Mosaic 8.16.11 | login req
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08/15/11 Initial Unemployment Claims and Recessions. No Current Recession Signal | login req
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08/12/11 Potential for Technicals to Argue the Correction is Complete | login req
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08/11/11 Macro Thoughts in an Uncertain World | login req
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08/11/11 New Screen for Beaten Up Small-Cap Growth Names | login req
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08/11/11 Screening for Solid Growth and Value Stocks Most Off Their Highs | login req
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08/10/11 Small Cap Bear Markets in Perspective | login req
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08/09/11 Small-Cap Market Outlook 8.9.11 | login req
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08/08/11 Bull Market Corrections In Perspective | login req
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08/05/11 Earnings Surprise & Signaling 8.5.11 | login req
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08/05/11 Restructuring via Inflation or Default? Equities Perform Best in Rising Inflation | login req
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08/04/11 Examining Small-caps Posting Strongest and Weakest 2Q11 Growth | login req
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08/03/11 Leading Economic Indicators Y/Y Rate of Change Tentatively Re-Accelerating | login req
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08/02/11 Small-Cap Macro Mosaic | login req
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08/01/11 Earnings Surprise & Signaling | login req
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07/29/11 Market impact of US downgrade and/or default? | login req
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07/27/11 Charting 41 of Top 50 Earnings Acceleration Stocks | login req
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07/26/11 Small-Cap Market Outlook 7.26.11 | login req
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07/25/11 A PM's Approach to Analyzing Small-Cap Earnings Growth & Acceleration | login req
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07/20/11 Strong ROA Growth Small-Caps | login req
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07/19/11 Small Cap Macro Mosaic 7.19.11 | login req
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07/18/11 Monday Morning Musings: It's Time | login req
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07/14/11 International Small-Cap Stocks: The Basics | login req
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07/13/11 Technical Chart Book 7.13.11 | login req
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07/12/11 Small-Cap Market Outlook | login req
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07/11/11 Unleash the Beast, Mr. President | login req
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07/07/11 Stock Screen: Potential Bond and Equity Disparity | login req
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07/06/11 2nd Portfolio Managers Ideas Summit | login req
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07/01/11 2Q11 Quarter Letter | login req
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06/27/11 Monday Morning Musings: Waffles Please | login req
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06/27/11 Small-Cap Market Outlook 6.28.11 | login req
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06/24/11 Small-Caps with Potential to Surprise 2Q11 Earnings | login req
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06/23/11 Lethargic Bernanke Acknowledges Non-Temporary Risks | login req
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06/22/11 Small-cap Returns Up through April and Flat through June | login req
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06/21/11 Small-Cap Macro Mosaic 6.21.11 | login req
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06/20/11 Technical Chart Book | login req
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06/17/11 Small-Cap PM Survey Results | login req
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06/16/11 Perspectives on Bull Market Corrections | login req
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06/15/11 An Embattled Unbowed American Entrepreneur | login req
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06/14/11 Small-Cap Market Outlook 6.14.11 | login req
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06/10/11 Russell 2000 ’11 Revenue & Earnings Outlook | login req
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06/09/11 FLASH: Not Lulled By Today's Price Action | login req
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06/08/11 Analyzing Sober Bernanke Speech | login req
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06/07/11 Small-Cap Macro Mosaic 6.7.11 | login req
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06/06/11 Shrinking Consumer Balance Sheet Threatens U.S. Economy | login req
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06/03/11 Employment Report May Mark Inflection Point | login req
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06/02/11 All Not Well. The Fed will Arrive. | login req
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05/31/11 Small-Cap Market Outlook 5.31.11 | login req
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05/27/11 R2000’s Loss-Making Companies’ Valuation Does Not Signal Market Frothiness | login req
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05/24/11 Small-Cap Macro Mosaic 5.24.11 | login req
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05/20/11 Top 200 Most Widely Held Small-Caps 2Q11 | login req
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05/19/11 Small-Cap Margins Ex-Financials | login req
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05/18/11 Sector Rotation? Yes. Beginning of Major Correction? No. | login req
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05/17/11 Small-Cap Market Outlook 5.17.11 | login req
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05/13/11 1Q11 Earnings Surprise & Signaling 5.13.11 | login req
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05/12/11 Troubling 10-Year Yields | login req
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05/11/11 Wall Street's Current Flawed Truth | login req
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05/10/11 Small-Cap Macro Mosaic 5.10.2011 | login req
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05/06/11 1Q11 Earnings Surprise & Signaling | login req
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05/05/11 Cyclically Adjusted Small-Cap P/E | login req
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05/03/11 Small-Cap Market Outlook 5.3.2011 | login req
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05/02/11 Fed Actions, Bernanke and Price Action Indicate Trends Continue | login req
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04/29/11 Earnings Signal & Surprise 1Q11 4.29.2011 | login req
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04/27/11 FLASH REPORT: Bernanke & Fed Bullish for Stocks | login req
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04/27/11 Small‐Cap Sector, Industry and Stocks Risk & Reward Profiles | login req
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04/26/11 Small-Cap Macro Mosaic 4.26.11 | login req
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04/25/11 Examining Impact of ETF Activity on Small-cap Returns | login req
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04/24/11 Fed Meetings Present a Potentially Important Inflection Point | login req
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04/19/11 Small-Cap Market Outlook 4.19.2011 | login req
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04/18/11 Monday Morning Musings | login req
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04/14/11 R2000 Stocks with High Foreign Sales & High ROIC | login req
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04/13/11 The Reality Behind Small-Caps' International Exposure | login req
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04/12/11 Small-Cap Macro Mosaic 4.12.2011 | login req
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04/11/11 High Beta, High ROA Stocks | login req
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04/08/11 Banks -- Oh, So Enticing. Disappointed Before. | login req
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04/07/11 Real Estate, Inflation and Small-Caps | login req
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04/05/11 Small-Cap Market Outlook 4.5.2011 | login req
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04/04/11 1Q11 Quarter-End Letter | login req
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04/04/11 What Would Bernanke Do? | login req
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04/01/11 Screening for Earnings Acceleration and Deceleration | login req
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03/29/11 Small Cap Macro Mosaic | login req
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03/25/11 High Growth Stocks With High ROIC | login req
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03/24/11 A Fictional Monetary Conversation | login req
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03/23/11 2011 Russell 2000 Revenue & Earnings Outlook | login req
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03/22/11 Small-Cap Market Outlook 3.22.11 | login req
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03/21/11 Small-Cap PM Survey Results | login req
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03/18/11 R2000 Stocks with Little or No Research Coverage | login req
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03/17/11 Using High Yield to Screen for Equity | login req
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03/16/11 Health Care Stocks with Relative Strength | login req
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03/15/11 The Small-Cap Macro Mosaic | login req
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03/14/11 Monday Morning Musings | login req
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03/10/11 Small-Caps with Notable Upward Forward Year Earnings & Sales Estimate Revisions | login req
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03/09/11 Threat of Inflation Drives Gold Prices More than Inflation Itself | login req
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03/08/11 Small-Cap Market Outlook | login req
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03/07/11 Monday Morning Musings: Contemplating the June 30th end of QE. | login req
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03/04/11 Examining Small-cap and Large-cap Margins and Cost Structures | login req
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03/03/11 Stimulative Financial Conditions Favor Small-Caps | login req
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03/02/11 Strong ISM and Fed on Hold Bodes Well for Small-Caps | login req
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03/01/11 Small-Cap Macro Mosaic | login req
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02/25/11 Earnings Surprise & Signaling 4Q10 | login req
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02/24/11 Equity Markets Glass Half Full | login req
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02/23/11 Another Look at Small vs. Large Relative Valuation | login req
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02/22/11 Small-Cap Market Outlook | login req
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02/18/11 Earnings Signal and Surprise | login req
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02/18/11 Technical Model Portfolio Update | login req
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02/17/11 Top 200 Most Widely Held Small-Caps | login req
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02/15/11 Small-Cap Macro Mosaic | login req
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02/14/11 Headwinds to Manager Outperformance: % of Stocks Up & Outperforming | login req
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02/11/11 Earnings Surprise & Signaling | login req
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02/09/11 Companies Expected to Turn a Profit in 2012 | login req
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02/08/11 Small-Cap Market Outlook | login req
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02/07/11 R2000 Rise 3.2% Last Week as Egypt Simmers and US Economy Continues Its Rebounds | login req
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02/04/11 Earnings Surprise & Signaling | login req
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02/03/11 Where to Shop for Small-Cap Financials | login req
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02/02/11 Analyzing R2000’s Top 100 Stocks’ Effect on Index Performance | login req
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02/01/11 Small-Cap Macro Mosaic | login req
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01/31/11 Monday Morning Musings: Egypt’s Strife Gives Bears their Opportunity | login req
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01/28/11 Earnings Signal & Surprise 4Q10 | login req
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01/27/11 A Bullish Market View Generally Implies a Bullish Small-Cap View | login req
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01/25/11 Small-Cap Market Outlook 1.25.11 | login req
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01/24/11 R2000 Index and Sector Normalized Valuations | login req
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01/21/11 Margins Well-Below Peak Levels Could Expand Strongly Going Forward | login req
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01/19/11 Technical Model Portfolio Update | login req
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01/18/11 Small-Cap Macro Mosaic | login req
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01/18/11 Monday Morning Musings: Margin & Muni Debt | login req
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01/14/11 Top 200 Institutional Fund Small-Cap Holdings | login req
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01/12/11 Examining Small-Cap Sell-Side Estimate Errors | login req
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01/11/11 Small-Cap Market Outlook 1.11.11 | login req
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01/10/11 High Growth Stock Screen | login req
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01/07/11 Identifying Small-Cap Financials Value & Relative Strength | login req
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01/06/11 The Case for Small-Caps | login req
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01/05/11 2010 Small-Cap Year-End Letter | login req
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01/04/11 Hungry for Equities | login req
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01/03/11 An Inspiring Story | login req
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12/22/10 Business Conditions Index Favor Good Small-Cap Forward Returns | login req
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12/21/10 Small-Cap Market Mosaic | login req
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12/20/10 4Q 2010 is Firing on All Cylinders. 2011 No Different | login req
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12/17/10 R2000 2010 YTD Small-Cap "Dream Team" & "Cellar Dwellers" | login req
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12/15/10 Industry Returns in Different Rate Environments | login req
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12/14/10 Small-Cap Market Outlook | login req
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12/13/10 2011: Our Year Ahead Outlook | login req
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12/10/10 High Growth Outperforming Since August. Trades below Traditional Premium. | login req
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12/09/10 Portfolio Manager Survey: The Year Ahead | login req
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12/07/10 Small-Cap Macro Mosaic | login req
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12/06/10 R2000 Eclipses April Highs Despite a Disappointing Employment Report | login req
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12/03/10 Analyzing Small-Caps with ROA below their Long-Term Levels | login req
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12/02/10 Small-cap Industry ROA Relative to Long-term Levels | login req
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11/30/10 Small-Cap Market Outlook 11.30.2010 | login req
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11/23/10 Small-Cap Macro Mosaic 11.23.2010 | login req
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11/22/10 Housing and Medical CPI Weighting Work to Understate Reported Inflation | login req
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11/18/10 Detailing Energy Materials & Tech Performance Divergences | login req
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11/17/10 Accelerating Earnings Growth Stock Screen | login req
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11/16/10 Small Cap Market Outlook | login req
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11/15/10 US Government 10Yr Rates Are Rising | login req
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11/12/10 Earnings Surprise and Signal Vol 3 | login req
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11/11/10 Employment Poised to Brighten | login req
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11/09/10 Small Cap Macro Mosaic | login req
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11/08/10 Monday Musings | login req
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11/05/10 3Q10 Earnings Surprise and Signal Report Vol 2 | login req
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11/05/10 R2000 Chart Updates | login req
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11/04/10 Industry Relative Returns in a Rising Inflationary Environment | login req
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11/03/10 FLASH REPORT: QE2 Sailing. Stocks will rise. Unprecedented Fed clarity. | login req
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11/03/10 Drilling Down into Technology Leadership | login req
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11/02/10 Small Cap Market Outlook | login req
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11/01/10 The New Equity Bull Market | login req
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10/29/10 3Q10 Earnings Surprise and Signalling Vol 1 | login req
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10/28/10 Analyzing and Screening Hi Yield Bonds for Macro Insights and Stock Ideas | login req
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10/27/10 Active Managers Consistently Outperform R2000 Indexing | login req
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10/26/10 Small Cap Macro Mosaic | login req
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10/22/10 Where to Shop for Small-Cap Energy and Materials Stocks | login req
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10/21/10 ISM New Orders to Inventory Ratio as Predictor for Economic Growth | login req
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10/20/10 Russell 2000 Revenue and Earnings Outlook | login req
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10/19/10 Small Cap Market Outlook | login req
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10/18/10 Monday Morning Musings | login req
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10/15/10 Analyzing Sector and Industry Leadership since the August Bottom | login req
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10/14/10 One Reason it was a Tough Quarter for Active Managers to Outperform | login req
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10/13/10 Relative Candle Charting Offers Bullish Small vs Large View | login req
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10/12/10 Small Cap Macro Mosaic | login req
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10/11/10 Disappointing Employment Cannot Keep Stocks Down | login req
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10/06/10 Bears in Retreat and R2000 More Likely to Challenge April Highs | login req
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10/05/10 Small Cap Market Outlook | login req
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10/04/10 3Q 2010 Quarterly Letter | login req
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10/01/10 Small Caps Trade at Modest Premium If Lowest Quality Firms Removed | login req
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09/30/10 Small Cap Relative and Nominal Valuation Not a Reason to be Bearish | login req
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09/28/10 Small Cap Macro Mosaic | login req
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09/28/10 Being Ben Bernanke | login req
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09/27/10 Glass Half Full as Market Discounts Political Monetary and Fiscal Policy Changes | login req
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09/24/10 Demographics Impact on Financial Assets | login req
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09/23/10 Analyzing Leadership During 2010s Rallies and Market Commentary | login req
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09/22/10 We Might Finally be in a Stock Pickers Market | login req
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09/21/10 Small Cap Market Outlook | login req
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09/20/10 Conversation with a Wise Old Man | login req
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09/16/10 3Q 2010 Earnings May Rock Your World | login req
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09/15/10 Stocks to Own for the Next Decade | login req
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09/14/10 Small Cap Macro Mosaic | login req
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09/13/10 3Q 2010 Portfolio Manager Survey | login req
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09/10/10 Analyzing Lost Consumer Spending Power Due to Lower Rates | login req
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09/09/10 Looking for Optimistic Signs | login req
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09/08/10 Small Cap Market Outlook | login req
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09/07/10 Every Bear Needs to be Awake and Monitoring | login req
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08/31/10 Small Cap Macro Mosaic | login req
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08/30/10 Reading Between the Lines of Jackson Hole | login req
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08/26/10 R2000 Stocks Posting Strong Consistent Revisions | login req
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08/25/10 Homes Sales Plummet Setting Up Neckline Test | login req
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08/24/10 Small Cap Market Outlook | login req
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08/23/10 The Philly Fed Current Activity Index Forecasting Recession | login req
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08/18/10 Top 200 Most Widely Held Small Caps by Institutions | login req
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08/17/10 Small Cap Macro Mosaic | login req
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08/16/10 R2000 Forming Bearish Head and Shoulders and Monday Musings | login req
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08/13/10 Earnings Signal and Surprise | login req
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08/11/10 Productivity Peaks Do No Lead to Fast Payroll Gains | login req
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08/10/10 Small Cap Market Outlook | login req
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08/10/10 Fed Moves Do Not Excite Us | login req
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08/09/10 Consensus See QE2 Sailing Soon While We Do Not | login req
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08/06/10 Earnings Signal and Surprise | login req
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08/05/10 Do Negative 50 Thru 200 DMA Crosses Matter | login req
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08/03/10 Small Cap Market Mosaic | login req
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08/02/10 Did the R2000 Define the Top of its Trading Range at 672 | login req
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08/02/10 Corporate Economic Spreads Low and Hurting Hiring | login req
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07/30/10 Earnings Surprise and Signal Report 2Q10 Vol 2 | login req
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07/29/10 True Money Supply Growth Slowing Dramatically | login req
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07/28/10 Technical Model Portfolio Vol 4 | login req
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07/27/10 Small Cap Market Outlook | login req
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07/23/10 Earnings Signal and Surprise Report | login req
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07/20/10 Small Cap Macro Mosaic | login req
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07/19/10 Did the Fed Just Say to Sell Equites | login req
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07/15/10 Best Upside Downside Capture Ratio Small Caps | login req
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07/14/10 Will 2Q Earnings Stock Impact Follow 1Qs Poor Example | login req
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07/13/10 Small Cap Market Outlook | login req
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07/12/10 Less of a Buzz and Other Monday Musings | login req
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07/09/10 Screening for the Steadiest Earning Growth Small Caps | login req
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07/08/10 Drilling Down to Find High ROIC Staples Under Accumulation | login req
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07/07/10 Three Special Studies | login req
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07/06/10 US Back in Shallow Recession as Policy Mistakes Take Toll | login req
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07/02/10 2Q 2010 Letter | login req
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07/01/10 The Best and Worst YTD R2000 Stocks | login req
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06/30/10 Analyzing R2000 Changes Now that They Are Official | login req
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06/29/10 Small Cap Market Outlook | login req
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06/28/10 SP600 Index and Tech Inc State Bal Sheet and Valuation | login req
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06/24/10 Climbing Down the Mountain | login req
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06/23/10 Screening for High ROIC and Cheap Normalized PE Opportunities | login req
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06/22/10 Small Cap Macro Mosaic | login req
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06/16/10 8 Stocks to Buy from Our Technical Model Portfolio | login req
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06/15/10 Small Cap Market Outlook | login req
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06/10/10 Small Cap Returns in Various GDP Growth Scenarios | login req
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06/08/10 Small Cap Macro Mosaic | login req
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06/07/10 Employment and Small Cap Returns. Technical Update | login req
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06/04/10 Screening for Chinese and Japanese Small Caps to Buy | login req
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06/03/10 Measuring US Export and Financial Exposures to Europe and the PIIGS | login req
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06/02/10 Small Cap Market Outlook | login req
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06/01/10 Funds Top 200 Small Cap Holdings | login req
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05/26/10 R2000 Price to Peak Earnings Cheap vs Past Major Bottoms 15 Mos Out | login req
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05/25/10 Small Cap Macro Mosaic | login req
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05/24/10 R2000 Earnings Outlook. Margins Powerful. | login req
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05/21/10 Bears Sure are Confident | login req
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05/19/10 Screening to Find the Firms with the Best 3 Year ROA Improvement | login req
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05/18/10 The Small-Cap Market Outlook | login req
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05/14/10 Relative Valuation Points to Low Quality Rally May be Near an End | login req
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05/14/10 1Q10 Earnings Signal and Surprise pt 3 | login req
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05/13/10 Small and Mid-Cap YTD Leaders Down the Most | login req
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05/11/10 Small Cap Mosaic | login req
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05/07/10 R2000 Earnings Signal and Suprise Report. 1Q Vol 2 | login req
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05/07/10 Correction or Collapse | login req
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05/05/10 An Early Look at the R2000 Reconstitution Impacts | login req
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05/04/10 Small-Cap Market Outlook | login req
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05/03/10 Portfolio Manager Survey Results | login req
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04/30/10 1Q10 Earnings Signaling & Surprise | login req
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04/29/10 Promising Housing Recovery Still Faces Headwinds | login req
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04/27/10 4.27.10 Small-Cap Macro Mosaic | login req
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04/26/10 Bears Missing Major Global Asset Allocation to US Financial Assets | login req
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04/23/10 25 Small-Caps with Notable Upward Forward Year Earnings Revisions | login req
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04/22/10 Analyzing Consumer Spending Drives in our CSI Index | login req
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04/20/10 Small-Cap Market Outlook | login req
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04/19/10 Analyzing The Impact of Goldman's SEC Fraud Charges | login req
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04/16/10 Drilling Down into Consumer Discretionary Stocks | login req
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04/15/10 A Giant Sucking Sound. Reflation Gaining Traction | login req
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04/14/10 Screening for Health Care Winners | login req
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04/13/10 THE Small Cap Review | login req
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04/07/10 Model Portfolio and Fresh Money Buy List Vol 3 | login req
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04/06/10 Small-Cap Technical Update | login req
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04/05/10 1Q 2010 Letter | login req
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03/30/10 THE Small-Cap Review | login req
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03/29/10 2010 R2000 Annual and Quarterly Earnings Outlook | login req
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03/26/10 Likely LEI Peak Sends Mixed Signal to Small-Caps | login req
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03/25/10 A Darkening, Angry Mood but Still Tactically Bullish | login req
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03/24/10 "Up" Week Volume Bullishly Exceedingly "Down" Week's | login req
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03/23/10 Small-Cap Technical Update | login req
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03/19/10 Technical Model Portfolio and Fresh Money Buy List Vol 2 | login req
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03/18/10 The 200 Most Commonly Held Small-Caps by Mutual Funds | login req
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03/16/10 THE Small-Cap Review | login req
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03/14/10 Fed Flow of Funds Tracking Consumer Deleveraging | login req
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03/11/10 Introducing Technical Model Portfolio and Fresh Money Buy List | login req
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03/10/10 Small-Cap Screen Searches for Money Makers | login req
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03/08/10 Technical Update | login req
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03/08/10 R2000 Eclipses 07 Downtrend and 650 Resistance Last Week. 15 Charts. | login req
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03/04/10 4Q09 Earnings Surprise & Signaling Report 6th Edition | login req
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03/03/10 32 Stocks Where Fundamental May Be Improving But Stocks Are Down | login req
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03/01/10 THE Small-Cap Review | login req
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02/28/10 Small-Cap Banks Poised to Outperform in 2010 | login req
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02/25/10 4Q09 Earnings Surprise and Signal Report 5th Edition | login req
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02/24/10 Financial Analysis on Small-Cap SP600 Sectors and Index | login req
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02/22/10 Technical Update | login req
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02/19/10 R2000 Earnings Surprise and Signaling Feb 19 2010 | login req
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02/17/10 Industrials Leadership and Momentum 2 17 2010 | login req
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02/16/10 THE Small Cap Review 2 16 2010 | login req
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02/12/10 R2000 Earnings Surprise and Signal Report Feb 12 2010 | login req
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02/11/10 Worsening State Fiscal Conditions Will Likely Require Federal Support | login req
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02/09/10 Small-Cap Technical Update 2.9.10 | login req
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02/08/10 Contemplating Inflation and a Transmission Mechanism | login req
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02/05/10 Feb 5th R2000 Earnings Surprise and Signal Report | login req
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02/04/10 Framework, Thoughts, Levels, Bears Still Controlling | login req
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02/02/10 THE Small-Cap Review | login req
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02/01/10 Oversold but Bears in Control After Key Support Violated | login req
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01/29/10 Earnings Surprise & Signaling | login req
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01/28/10 Top 200 Institutional Fund Small-Cap Holdings | login req
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01/27/10 High Earnings Growth & ROIC Screen | login req
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01/25/10 The Small-Cap Technical Update | login req
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01/24/10 Markets React Negatively to Wounded President. Technicals Challenged. | login req
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01/21/10 25 High Quality Firms with Notable Estimate Revisions | login req
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01/19/10 THE Small Cap Review | login req
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01/18/10 Jan 2010 Portfolio Manager Survey Results. Bulls Onboard. | login req
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01/18/10 JPMorgan’s Results Forecast Brown MA Senate Victory | login req
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01/15/10 High Treasury Issuance Bodes Well for Small-Caps | login req
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01/14/10 Real Rates Could Easily Rise 200 bps When Quantitative Easing Ends | login req
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01/12/10 World and Market View: 3 Key Trends | login req
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01/12/10 THE Small-Cap Technical Update | login req
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01/11/10 Health Care Stocks with Momentum | login req
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01/07/10 Drilling Down in R2000 Energy Stocks | login req
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01/07/10 Materials Stocks with Leading Momentum | login req
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01/06/10 2009 Small-Cap Year-End Letter | login req
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01/04/10 2010 Outlook | login req
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12/21/09 THE Small-Cap Review Dec 22 2009 | login req
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12/21/09 Humorous Strange Cocktails | login req
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12/17/09 4Q09 Returns Point to Low Quality Rally Ending | login req
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12/16/09 Best and Worst R2000 Stocks. Tax Loss Bounce Candidates | login req
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12/15/09 Lagging Stocks with Positive Estimate Revisions | login req
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12/15/09 Small-Cap Technical Update | login req
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12/11/09 Consumer Debt Still Falling. Fed Unlikely to Raise Rates. | login req
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12/08/09 Detailed Study of Small-Cap Seasonality. Sector and Industry Analysis. | login req
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12/07/09 THE Small-Cap Review Dec 8th 2009 | login req
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12/07/09 Technical Assessment of R2, Silver, Gold, US Dollar | login req
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12/03/09 Sm Cap Relative Valuation Creates Relative Performance Headwind | login req
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12/03/09 Top Stocks: Quality Meets Price Screen on Normalized Fwd PEs | login req
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12/02/09 R2000 3Q09 Earnings Recap and Fwd Outlook | login req
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11/30/09 The Small-Cap Technical Update Dec 1 2009 | login req
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11/24/09 THE Small-Cap Review Nov 24th 09 | login req
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11/23/09 Mortgage Delinquencies, Washington Focus. R2000 Charts. | login req
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11/20/09 Addendum: Money Velocity's Impact on Small-Cap NOMINAL Returns | login req
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11/19/09 Money Velocity Inflation Fed Actions Small Cap Relative Returns | login req
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11/17/09 Small-Cap Technical Update | login req
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11/16/09 R2000 Chart Update. March and Nov 2nd Uptrends Intact. | login req
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11/12/09 Analyzing Small-Cap Returns During Fed Hiking and Cutting Periods. | login req
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11/12/09 R2000 Technical Update After Large Decline | login req
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11/12/09 3Q09 Earnings Surprise and Signaling. Vol. 4. | login req
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11/10/09 THE Small-Cap Review Nov. 10 2009 | login req
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11/09/09 Fed Unlikely to Raise Rates Until Debt Growth Accelerates | login req
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11/06/09 Earnings Surprise & Signaling Report | login req
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11/05/09 Small-caps Most Below their VWAP Offer Potential Gains | login req
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11/04/09 Central Bank Liquidity Impact: Still Early in Cycle | login req
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11/02/09 Small-Cap Technical Update Nov 3 2009 | login req
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11/02/09 R2000 Failing in Initial Attempt to Eclipse 07 Downtrend. | login req
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10/30/09 3Q09 Earnings Surprise and Signal Report 2 | login req
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10/29/09 The Inevitable Correction | login req
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10/28/09 Cheap High ROIC Laggards off March Bottom May Outperform | login req
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10/27/09 THE Small-Cap Review October 27 2009 | login req
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10/26/09 "Quality Meets Price" Small-Caps Selling at Less than Their Avg "Normalized" Fwd PEs | login req
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10/23/09 3Q09 QTD Earnings Signal and Surprise | login req
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10/21/09 Money Growth and Small-Cap Returns. | login req
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10/19/09 Technical Update Oct. 20th 2009 | login req
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10/16/09 Managed Care Still in Sick Ward. Shorts Yes. Longs No. | login req
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10/14/09 Our Consumer Strength Index Sees Increased Spending. Discretionary Drill Down. | login req
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10/13/09 THE Small-Cap Review Oct. 13th 2009 | login req
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10/09/09 Small-Caps Rise During & After Deflation | login req
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10/07/09 Small-cap Rally in Context 10.7.2009 | login req
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10/06/09 Small-Cap Technical Update 10.6.09 | login req
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10/05/09 Monday Morning Musing Oct 5th 2009 | login req
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10/02/09 3Q09 Quarter End Letter: 3Q09's Keys to 4Q09 | login req
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09/29/09 Musing on Iran, Protectionism, Energy, Fed and R2000's Technicals | login req
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09/29/09 THE Small-Cap Review Sept 29th 2009 | login req
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09/25/09 The Current Rally In Context -- Comparing to Past Rallies | login req
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09/21/09 Small-Cap Technical Update Sept 22 09 | login req
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09/21/09 Leading Economic Indicators Rate of Change Turning Positive is Bullish | login req
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09/17/09 Small-Cap PM Survey: '10 R2 662 Tgt; Bullish on Tech & Energy; Inflation tame | login req
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09/15/09 THE Small-Cap Review Sept 15th 09 | login req
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09/14/09 Homeward Bound: Acting on a Housing Bottom | login req
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09/11/09 Low Market Cap, High ROIC, Cheap Stock Screen | login req
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09/10/09 Low Market Cap Rally Can Impact Performance for Years | login req
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09/08/09 Small-Cap Technical Update Sept 9th '09 | login req
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09/08/09 R2000 Normalized PE in line with Long Term Average. Sector Detail. | login req
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09/01/09 THE Small-Cap Review Sept 1 2009 | login req
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08/31/09 7.31 Earnings Surprise & Signaling Report | login req
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08/26/09 Housing Puts in a Bottom. | login req
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08/26/09 Valuation of Major Market Lows -- Lg Cap Real PE Just Above Average | login req
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08/24/09 8.25.09 Small-Cap Technical Update | login req
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08/24/09 The Meaning of 2Q09 Earnings | login req
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08/20/09 Comments on Bernanke, China, R2000 | login req
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08/20/09 Small-Cap Revenue and Earnings Outlook through 2010 | login req
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08/20/09 Earnings Signaling & Surprise Report; 90 pct Reported | login req
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08/19/09 Using the Number of Employed Workers to Forecast Recession's End. | login req
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08/18/09 THE Small-Cap Review | login req
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08/13/09 Earnings Surprise & Signaling: Firms Reporting Aug. 3-9. | login req
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08/10/09 8.11 Small-Cap Technical Update | login req
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08/06/09 8.6 Earnings Surprise & Signaling Report | login req
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08/04/09 08.04 Small-Cap Review | login req
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07/30/09 7.30 Small-Cap Technicals Stock Picking Primer | login req
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07/30/09 Small-Cap Financial Drill Down | login req
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07/29/09 Add Alpha by Under Weighting Small-Cap Banks | login req
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07/27/09 07.28 Technical Update | login req
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07/27/09 Advance Defies Bears Who Still Outnumber Bulls. Stay Invested. | login req
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07/24/09 Introducing NEW Earnings Surprise & Signaling Report | login req
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07/23/09 06.23 Small Cap Review | login req
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07/23/09 R2000 Industries Cheap & Under Earning | login req
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07/22/09 Drilling Down to Industrial Stocks Under Accumulation | login req
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07/21/09 07.21 Small-Cap Review | login req
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07/20/09 Materials: Drilling Down to a Stock Level | login req
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07/16/09 Global Intellect & Information Age Investor & Policy Maker Challenges | login req
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07/13/09 7.14 Small-Cap Technical Update | login req
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07/08/09 The “Unloved” Least Institutionally Owned R2000 Stocks | login req
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07/07/09 Hours Worked Rate of Change Argues Near Recession End | login req
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07/06/09 Unemployment’s Rate of Change Argues Recession Has Ended | login req
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07/02/09 2Q09 Quarter End Letter | login req
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06/30/09 06.30 Small-Cap Technical Update | login req
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06/29/09 Is David Done Whipping Goliath? Almost. | login req
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06/24/09 “Growth Best Nom. YTD, Value Best Rel. to Benchmark" | login req
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06/18/09 “Screening for Inexpensive, High Quality Stocks" | login req
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06/16/09 R2000 consolidating as rising 50 DMA poised to overtake falling 200 DMA | login req
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06/15/09 “Small-Cap Performance After Moving Average Crosses” | login req
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06/11/09 “Small-Cap’s Nominal & Relative Perf. vs Core Inflation” | login req
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06/10/09 “Small-Cap Survey Respondents' Favorite Stocks” | login req
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06/09/09 “Top 200 Institutional Fund Small-Cap Holdings” | login req
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06/08/09 06.08 Small Cap Review | login req
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06/08/09 “Small-Caps & Unemployment” | login req
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06/08/09 “The Current Consensus – Sell In May & Go Away” | login req
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06/04/09 “09 Earnings Forecast to be Positive Despite 10% Rev. Decline" | login req
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06/02/09 Breakout above 200 DMA argues for move to 551 Election Day high | login req
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06/01/09 ROIC and Leverage R2000 Quality Study. Low Quality Wins off March 9th Bottom. | login req
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06/01/09 “Perspective on Projected Record US Gov’t Deficit” | login req
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05/28/09 “Screen For Stocks Poised to Benefit from Dollar Decline" | login req
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05/27/09 05.27 Small Cap Review | login req
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05/26/09 “Further Quality Studies. Avg Low Quality Rally 11 Mos.” | login req
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05/22/09 “Implications of Soaring Deficits & Global Trade’s Collapse” | login req
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05/19/09 “An Early Look at the Russell 2000 Reconstitution” | login req
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05/19/09 Converging 50 & 200 DMAs with R2 in middle sets dramatic stage | login req
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05/15/09 “R2000 Short-Interest Back Near Pre-Crisis Levels” | login req
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05/13/09 “84% R2000 Reported 1Q09 Earnings” | login req
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05/12/09 05.12 Small Cap Review | login req
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05/08/09 “Upgrading Energy to Outperform” | login req
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05/08/09 “Small-Caps, Recession & Unemployment” | login req
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05/07/09 “63% R2000 Reported 1Q09 Earnings” | login req
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05/06/09 “Low Quality Valuation Discount Remains Low Quality Rally Poised To Continue” | login req
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05/05/09 R2000 Eclipses 479 neckline, measures to 615. | login req
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05/01/09 “Differentiating Small-Cap Health Care Stocks” | login req
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04/29/09 “Energy Stocks with Momentum” | login req
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04/28/09 04.28 Small Cap Review | login req
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04/27/09 “Inverted R2000 Head & Shoulder Reversal Forming. 615 Objective.” | login req
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04/26/09 “Leading Technology Stocks” | login req
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04/24/09 “R2000 Small-Cap 1Q09 Earnings Update – 20% Reported” | login req
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04/21/09 Correction Starts? R2000 Fails at Downtrends Upper Edge. | login req
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04/20/09 “M&A News Continues to Heat Up.” | login req
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04/15/09 “Leading Consumer Discretionary Stocks” | login req
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04/14/09 04.14 Small Cap Review | login req
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04/13/09 “R2 up 37% in 23 trading days. Confronting resistance.” | login req
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04/08/09 “Materials Breakout Surprises Us” | login req
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04/07/09 4.7 Small-Cap Technical Update | login req
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04/06/09 “1Q09 Small-Cap Dream Team” | login req
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04/02/09 “R2000 Reconstitution's Effects on Sector Rotation” | login req
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04/02/09 “1Q09 Quarter-End Letter” | login req
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04/01/09 “Failure so far to eclipse Sept. ’08 Downtrend.” | login req
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03/30/09 “Small-Cap Valuation” | login req
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03/27/09 “A Crucial Day Technically. 3rd Challenge to Key Downtrend” | login req
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03/24/09 3.24 Small-Cap Technical Update | login req
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03/23/09 4Q08 R2000 Earnings – Worst Quarter EVER by FAR | login req
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03/19/09 “Cheap, High ROIC Small-Caps Least Held by Mutual Funds” | login req
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03/19/09 “Cheap, High ROIC Small-Caps Least Held by Mutual Funds” | login req
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03/18/09 “R2000 Technical Update & Other Comments” | login req
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03/18/09 “Homeward Bounds” | login req
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03/17/09 03.17 Small Cap Review | login req
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03/16/09 “Sector & Industry Performance: YTD, Since 3/9/09” | login req
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03/13/09 “R2 Up 13.7% off 343 Test. Resistance @ 393, 409, 430.” | login req
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03/13/09 “R2 Up 13.7% off 343 Test. Resistance @ 393, 409, 430.” | login req
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03/13/09 “Strong at the Bottom Stocks & Insider Activity” | login req
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03/11/09 “CRB Raw Materials Index as a Predictor of Recession End” | login req
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03/10/09 3.10 Small-Cap Technical Update | login req
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03/09/09 “Charts for a Monday Morning” | login req
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03/08/09 “Deflation in Goods, Not in Services” | login req
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03/06/09 “Free Fall Scares Even the Pros. Does That Mark A Bottom?” | login req
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03/04/09 “R2000’s Worst First Two Months EVER.” Other Thoughts. | login req
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03/04/09 “Small-Cap Bear Market Perspectives” | login req
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03/03/09 03.03 Small Cap Review | login req
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02/25/09 “Stocks Left for Dead” | login req
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02/24/09 2.24 Small-Cap Technical Update | login req
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02/19/09 “Leading Economic Indicators & Small-Caps” | login req
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02/18/09 “Charting the Most Widely Held Small-Caps” | login req
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02/17/09 02.17 Small Cap Review | login req
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02/13/09 “A Critical Day. Friday February 13th.” | login req
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02/10/09 2.10 Small-Cap Technical Update | login req
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02/09/09 “Small-caps often rise coincident with deflation, but decline prior to it.” | login req
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02/04/09 “The Top 200 Institutional Small-Cap Holdings” | login req
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02/04/09 “The Top 200 Institutional Small-Cap Holdings” | login req
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02/03/09 02.03. Small Cap Review | login req
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02/03/09 LULU: Do Homework. Likely A Winner. Currently Consolidating. | login req
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02/02/09 “Hi Yield, Gold, Breadth & 10-Yr. Gov’ts Paint Constructive Pic.” | login req
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01/29/09 “Sector & Industry Performance: YTD, Since 3/9/09” | login req
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01/29/09 “Homeward Bounds” | login req
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01/28/09 “Falling in Hate or Love Can Be Dangerous” | login req
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01/26/09 ’09 & 4Q08 R2000 Earnings Outlook – Way Too Optimistic | login req
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01/08/09 “How Important is Friday’s Unemployment Reading?” | login req
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01/05/09 “2008 Year-End Letter” | login req
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01/05/09 2008 Year End Letter | login req
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12/16/08 12.16 Small-Cap Technical Update | login req
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12/10/08 3Q08 R2000 Earnings (Loss) Update | login req
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12/07/08 “R2000 Technical Update: Downtrend’s Upper edge.” | login req
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12/02/08 12.2 Small-Cap Technical Update | login req
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11/28/08 Contango Oil & Gas Co. (MCF) | login req
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11/26/08 General Cable (BGC, $14.90) $790mm Mkt Cap, $2.0Bn EV | login req
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11/21/08 “The End (of the decline) May be Near” | login req