First Wilshire Securities CEO Hood Discusses Small Caps

The video discusses market expectations regarding rate hikes and trade talks, focusing on small caps entering bear market territory and the potential rotation into large caps. It highlights the impact of trade negotiations between the US and China on market dynamics and the performance of growth versus value stocks. The analysis extends to cyclicals, noting their decline due to high debt and economic growth forecasts, suggesting a cautious approach to investing in these sectors.

What expectations are there for trade talks between China and the US in January?

How should investors approach cyclicals given the current economic forecasts?