US Equity Mutual funds – first inflows in over a year!

| December 19, 2016

The U.S. retail equity mutual fund investor may be starting to come back!  The latest report shows inflows to equity mutual funds for the first time since July 2015.  It is no coincidence that the long period of outflows were accompanied by a bear market in micro-cap technology stocks. It is also no coincidence that […]




Small Businesses and consumers are undeniably feeling bullish

| December 19, 2016

The Trump election has accelerated already rising optimism in two key measures for the domestic economy – small business optimism and consumers outlook for financial condition – each are predicates for business investment, hiring and consumer spending on durable goods.  They also are good indicators for the health of the micro-cap sector of the stock […]




Active managers are going “all-in”

| December 19, 2016

Active equity money managers are bullish on prospects of Trump economy and they are putting their clients money to work.  The managers are in fact over 100% invested – typically a sign of more upside as they are still coming out of a period of being underweighted in 2015 and this year.  The money tends […]




Rising confidence – few homes =Good outlook for housing (economy) in 2017

| December 19, 2016

Lots of confident 35-54 year olds and relatively few houses for sale as % of US population point to a sustained rise in home construction and sales . . . and the stuff that goes in them.   Jeb B Terry, Sr. Dec. 19, 2016    Aberdeen Investment Management – a guide service for micro-cap […]