Discover the small firm effect—a theory where small-cap stocks often outperform large-cap stocks, offering unique growth ...

The January effect, initially observed in small-cap stocks, has diminished over time, likely due to randomness rather than a true market anomaly. From 1979 to 2024, November and December have been the ...

High-quality small-cap stocks perform significantly better. These 12 companies fit that description. Small-cap stock investors may want to tone down their enthusiasm over the Russell 2000 breaking out ...

The word “rotation” has trended heavily in reference to investment performance in 2025. As I discussed in last week’s column, several long-running market trends have reversed this year. Bonds have ...

Wall Street had a wobbly start to 2026, with major stock indices ending the year’s first trading day with a mixed note. While the S&P 500 inched up 0.2% and the Dow Jones Industrial Average gained 0.7 ...

Small-cap stock investors may want to tone down their enthusiasm over the Russell 2000 breaking out. That’s because researchers have found that the so-called small-cap effect — the tendency for ...