Small-Cap Quality Is Taking on Added Importance

Published on March 2, 2026

Small-caps and the related equities have found their respective grooves. The fact that the Russell 2000 Index is higher by more than 7% year-to-date confirms this. On the surface, the small-cap resurgence is good news.

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It’s Not the Cockroach, It’s the Canary One Should Be Watching

March 2, 2026
In investing and life, spending your time on critical variables and what is really important directionally pays dividends. AI can legitimately reduce “task time” in the investment business, but it does not replace experience and judgement. Not having double-digit bodies running around also helps one focus.

A Fight Without A Finish

March 2, 2026
If trade policy were like a boxing match, the U.S. had hoped tariffs would be a decisive, knockout blow. While many of America’s trading partners reeled, they stayed on their feet and are wearing down their opponent.