Three weeks ago, I wondered if the leadership rotation this year toward small- and micro-cap stocks would persist. Leading the charge higher this year: micro caps - IWC - which is still running hot in ...

Everyone and their brother in the Wall Street pundit crowd seems to be rallying around the same message these days: "buy small caps, they are out of favor, cheap, and due to recover. I say PROVE IT.

Why Are Small Caps Rallying Now? The key driver has been an improving macro backdrop. Stronger-than-expected economic data is reshaping the earnings outlook for smaller firms. The Atlanta Fed's GDPNow ...