This is my effort to help fit the pieces together to get a better picture of the capital markets.
“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”
Thursday, November 18, 2010
Market Cap Update
Equity market cap update:
Mid-caps continue to outperform, small-caps passing large-caps, so I am maintaining my mid-cap position with a little small-cap added for good measure within my passive allocation. As I posted on Tuesday, FEZ would be a good play on the bailout. Outperforming SPY by 200bps last two days. Still a little left to go - watch for an actual announcement and pay attention to the roll of the ECB.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment