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Author: AdrianC   😊 😞
Number: of 555 
Subject: Re: What's your take on the Macro in the US?
Date: 03/07/2025 10:39 AM
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So, we're at a spot where relative valuations greatly favor small cap, absolute valuations of small cap are a bit below the long term average, and volatility is picking up.

If this correction turns into a bear market, it will be an excellent time to buy small cap/small cap value, IMO.

Timing the purchase(s) is tricky. I don't have any detailed plan, I'm just going to start some machinations to make some funds ready to invest.


I own a bit of Avantis US Small Cap Value ETF AVUV and intended to buy a lot more. Currently down 2% from a year ago.

Hmmm. I think I'm going to wait a bit longer. If there is a recession coming - sure feels like it - small caps will get hit, hard.
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