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2Q12 Quarter-End Letter
Small-caps are underperforming. The R2000
declined -3.5% and underperformed the S&P 500 by 70 bps in 2Q12. YTD, the R2000
is up 8.5% versus the S&P 500’s 9.5% return. Over the past year, the R2000 is down -2.1%
and underperforming the S&P 500’s 5.4% gain by 750 bps. June’s ...full article available after login
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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