Small Cap Growth

Success in small caps increasingly depends on position sizing, as concentrated winners amplify the cost of underexposure.

Small caps just got cheaper, energy still looks compelling, and defense stocks haven’t caught up to a wave of major contract wins.

Are consumers becoming more tolerant of roaches, or simply less tolerant of rising costs (even for pest control)? Plus, hunting for the next leg of AI winners.

Low-volatility stocks look cheap, AI may be helping hiring, and banks are turning higher rates into a tailwind.

Lower income households are getting a raise, increasing capex estimates signal confidence, and small businesses are catching up in their use of AI.

Jim Lydotes flips the timer on a retail energy deal, thinner consumer cushions, and how index rebalancing shows why investors should look beneath the market surface.

Jim Lydotes flips the timer on 1) small cap capex, 2) Voya’s Grassroots Research® on cyber spending, 3) an interesting setup for specialty chemicals.

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

As AI-powered cyber threats grow smarter and faster, new defensive AI capabilities are stepping up, turning the battle for digital security into a race of autonomous minds.