Small Caps' Good Run Has Further to Go: Mainstay Capital

The video discusses the inverse correlation between NASDAQ and the 10-year yield, highlighting the impact of rising yields on tech stocks. It explores how stimulus measures benefit small cap stocks, especially in the context of economic recovery and vaccine rollout. The video also analyzes the implications of a strengthening dollar on large cap companies and the S&P 500. Finally, it examines the banking sector's advantages from a steepening yield curve, including increased profitability and the potential for dividend resumption.

What are the expected benefits of the stimulus for value stocks?

What trends have been observed in small caps following the pandemic?

How did the Fed's actions regarding stress tests impact the banking sector?