Big Caps versus Small

Monday, October 29, 2007 | 08:30 AM

Futures look strong this morning, and I'm running into a few appointments. Before I hop, I wanted to get you this quick chart from this morn's WSJ:


Strength in multi-nationals, or defensive bend for fund managers?

Talk amongst yourselves . . . .


Signs Point to Pressure on Stocks As Fed Weighs Another Rate Cut
WSJ, October 29, 2007; Page A1

Monday, October 29, 2007 | 08:30 AM | Permalink | Comments (16) | TrackBack (0) add to | digg digg this! | technorati add to technorati | email email this post



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As if I need to remind anyone...the baton has been passed months ago. Large caps will likely outperform small caps for several years. I have no small cap ETFs long in my portfolio, in fact I'm shorting the Russell small cap value index as the weakest of the U.S. indices (small vs. large, value vs. growth).

Posted by: Steve C | Oct 29, 2007 9:00:55 AM

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