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The Everything Rotation: Small Caps, Energy, and a Changing Market Leadership
In episode 55 of The Market Enthusiast, Noah Brooks and Chris Needs break down the evolving market landscape as February gets underway, highlighting the continued rotation reshaping market leadership in early 2026.
With the S&P 500 off to a positive start but no longer leading performance, they discuss why small caps, mid caps, international markets, and energy stocks are outperforming while growth and technology stocks lag. The conversation explores what’s driving the “everything rotation,” whether it signals a healthier, broader market environment, and how long the trend may continue.
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