Just wrapped up an incredible three days in Toronto with the ASC crew and friends for the Portfolio Accelerator conference.
Every four months we get together, share ideas, sharpen our process, and push each other to get better.
One of the big themes this time was Small-Caps.
These stocks have been sitting on the sidelines, but I think it’s finally their chance to shine.
In fact, today the Russell 2000 ETF closed at new all-time highs for the first time in 969 days — ending its longest drought ever.
Now it’s their turn to go on offense and prove they can sustain this strength.
If small-caps can keep leading from here, it would be a huge confirmation of risk appetite and a fresh tailwind for the broader market into the year end.