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Posted On: 01/22/2022 9:21:45 PM
Post# of 126635
The Great Disconnect
https://www.doublehaulcapital.com/post/the-great-disconnect
Snippet:
The broader stock market has been in a bear market for the past few months, but most wouldn't know it, as the mega caps have buoyed the entire market until the past 3 weeks. Yes, we know interest rate and inflation fear is bringing down multiples, but this has actually been taking place for many months in small and mid cap names. In fact, the recent index selloff has brought some of these smaller companies well past their 52-week lows -- quite an odd juxtaposition for a market that is still supposedly only 10% off all time highs.
https://www.doublehaulcapital.com/post/the-great-disconnect
Snippet:
The broader stock market has been in a bear market for the past few months, but most wouldn't know it, as the mega caps have buoyed the entire market until the past 3 weeks. Yes, we know interest rate and inflation fear is bringing down multiples, but this has actually been taking place for many months in small and mid cap names. In fact, the recent index selloff has brought some of these smaller companies well past their 52-week lows -- quite an odd juxtaposition for a market that is still supposedly only 10% off all time highs.
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