Expectations of Fed easing have turbocharged small- and mid-cap stocks: The S&P 400 MidCaps and S&P 600 SmallCaps have left the S&P 500 in the dust over the past two weeks. Today, Jackie points out the huge advantages that large caps have over their smaller counterparts, including the financial flexibility afforded by hordes of cash as well as better prospects for revenues, earnings, and profit margins. … In our Disruptive Technologies segment: a look at the fraught road ahead for electric truck adoption as well as the opportunities some manufacturers see.
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