Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
Why Small Caps Are Finally Outperforming Large Caps in 2026
In this episode of Stock Picking with Fexingo, Lucas and Luna explore a rotation that's been building for months: small-cap stocks are finally beating their large-cap peers. With the Russell 2000 up 1.2% in the past five days while the S&P 500 added 0.9%, the gap is widening. Lucas breaks down the macro catalysts—rate-cut expectations, a weaker dollar, and domestic revenue exposure—that are fueling the shift. He highlights how companies like regional banks and industrial REITs are benefiting, and contrasts this with the underperformance of mega-cap tech and energy. The hosts discuss…
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