The Deck remains bullish. If there is caution, it is only due to the significant QTD returns. We remain bullish and believe the pain trade is higher. Investors underestimate 2H26 economic and earnings strength.
Dashboard Deck: Bullish Small-Cap Outlook
The Deck remains bullish. If there is caution, it is only due to the significant QTD returns. We remain bullish and believe the pain trade is higher. Investors underestimate 2H26 economic and earnings strength.