Three numbers tell the small cap story right now: Earnings, valuations, and rates. It’s a setup that deserves attention.

Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.

If 2025 was a year of disruption, the next looks more like a year of reckoning.

Eric Stein and Erin Orekhov discuss the weekend's developments involving Venezuela and what they might mean for investors.

Billions of dollars are pouring into artificial intelligence as companies jockey for dominance.