Chart Overload #17: Small Caps Break Out & The K-Shaped Economy | Sollinda Capital Management скачать в хорошем качестве

Chart Overload #17: Small Caps Break Out & The K-Shaped Economy | Sollinda Capital Management

Ryan Mumy and Justin Greenhill examine broadening market participation and shifting economic dynamics. In this episode, we analyze: Atlanta Fed GDP tracking well above estimates despite recession concerns Russell 2000 breaking out after years of consolidation into new bull market territory Small and mid cap valuations historically cheap relative to mega caps Fund managers all-in while record cash sits in money markets The K-shaped economy: small business struggles alongside robust stock market earnings South Korea up 70% as AI trade broadens to semiconductor memory Brazil attracting major data center investments due to diverse energy infrastructure US Treasury debt crossing $30 trillion as fiscal policy overtakes monetary policy importance Silver breaking to all-time highs after 15 years of consolidation Subscribe for more Chart Overload episodes and market commentary from Sollinda Capital Management. #SmallCaps #MarketBreadth #FiscalPolicy #EmergingMarkets #Commodities #Valuations The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.