Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why the Bull Market Is Ignoring Small Caps
Episode 119 of Bull Market Conversations with Fexingo. The Russell 2000 has barely budged while the S&P 500 sits above 7,500. Lucas and Luna dig into why small caps are getting left behind in July 2026, despite a hot economy and falling recession fears. They walk through the math: small-cap valuations relative to large caps are near historic extremes, but earnings growth isn't showing up. They talk about the rate angle — Dallas Fed President Logan's recent call for higher rates — and how higher-for-longer hits smaller companies harder because they carry more floating-rate debt. They…
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