The recent uptick in Russell 2000 small-cap indices (+3.1% YTD) ties with frameworks from best investing books advocating diversified growth plays. Financial sector stability, shown in quarterly bank stress test results, suggests mid-cap cyclicals may rebound if inflation trends ease below 3.0% CPI in coming months. And you can read that as a product of Donald Trump as an individual. But there’s an argument in the book that we’re in this political situation because the institutions that were created by the founders in order to prevent the rise of a demagogue have actually abetted and facilitated the rise of Donald Trump and continued to radicalize the American right. Even just to deal with this particular mess we’re in, I think these near-term reforms are going to be necessary. Investors interested in the key concepts and practice of value investing and portfolio management. Best investing books often emphasize earnings quality. Current earnings surprise rates in S&P 500 have exceeded 73%, boosting analyst revisions. This aligns with insights on market inefficiencies exploited through careful fundamental analysis.
