northam I saw an interesting piece in the overnight last night or night before on the RUT and the thought process was that, as our market stablizes and shows modest growth in the months ahead, the Small Caps (RUT) will outperform the Multi-Nationals which dominate the SPX because while we may be doing alright in the US the rest of the world is still slowing. Multi-Nationals achieve approx 46% of their returns from outside the US and their earnings are going to be hurt in the near term because of the slowing/recessions else where.
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