Russell 2000

"That's an asinine reason to hike": Futures Edge on Wednesday's Fed decision

12 calls: Why a 93.5% hike probability may still not bind the Fed, the crude spike that priced a 4M-barrel shortfall, and the gold level one host says…

Sep 20 • The Scuttlebutt

Software gets broader, semis get narrower next year, says Hedgeye portfolio manager

14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…

Sep 20 • The Scuttlebutt

Phil Camporeale: a 5% 10-year is not an alarm bell for the AI trade

4 calls: Why he says a 5% 10-year Treasury yield is normal rather than alarming, the 8400 S&P target behind it, and the cohort he says insulates the…

Sep 12 • The Scuttlebutt

Dan Rasmussen: private equity paid 17 times EBITDA for companies public markets now price at 10 | WSJ's Take On the Week

Why the venture-capital half of the Russell 2000 is leading the rally, what credit spreads near all-time lows say about what follows, and the small-cap…

Aug 31 • The Scuttlebutt

Nvidia's 70% revenue guidance against gold's real-yield problem, and the new share supply that could drag index returns | The Art of…

Stanley Druckenmiller turns on his old Soros colleague at the Treasury, only 13% of US large-cap stock pickers beat their benchmark over a decade, and a…

Aug 29 • The Scuttlebutt

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