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 ...

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 ...

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 was off to a volatile start in 2025, following a steep sell-off in the final weeks of 2024. Notably, the small-cap Russell 2000 Index fell 8.4% in December, marking its worst month since ...

Though investors do not universally agree on the existence of the January Effect, there is at least in theory a phenomenon in which small-cap stocks may rise at the start of the year after investors ...