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RECORD RUN: Russell 2000 HITS its 29th record close

RECORD RUN: Russell 2000 HITS its 29th record close

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-6.59%
Calls
3
Buy / Sell
3 0
Published

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Entry is the asset's closing price on the publication date. Current is the last close on record.

  1. 01 LRCX NASDAQ BUY -33.08%
    Entry $343.84 17 Aug 2026
    Current $230.10 23 Oct 2026
    Result −$113.74
    vs. index −31.4% SPY −1.6% over the same days

    Cite this call Watch source video * †

    Surrounding source transcript
    … BANKS, SMALL CAP BANKS, ARE GOING TO BE ABLE TO GROW THEIR EARNINGS SIMPLY BECAUSE THEY ARE GETTING BETTER SPREADS. YOU BORROW, YOU LEND, YOU KEEP THE SPREAD, IT'S A RELATIVELY EASY BUSINESS TO THE EXTENT YOU MANAGE YOUR CREDIT RISK. LIZ: BUT YOU CAN'T HELP BUT LIKE LALARGE-CAPS WHICH YOU DO LAM RESEARCH, UNITED RED, ELI LILLY, THE FED'S JACKSON HOLE POLICY SUMMIT IS COMING UP IN JUST A FEW WEEKS, NEXT WEEK, WHAT ARE YOU EXPECTING CHAIRMAN WARSH TO SAY? >> I THINK IT'S THE BIGGEST KNOWN UNKNOWN, IF YOU WILL. WHAT IS THE FED GOING TO DO? BUT NOT ONLY WHAT ARE TH…

    BUT YOU CAN'T HELP BUT LIKE LALARGE-CAPS WHICH YOU DO LAM RESEARCH, UNITED RED, ELI LILLY

    AI-extracted context "BUT YOU CAN'T HELP BUT LIKE LALARGE-CAPS WHICH YOU DO LAM RESEARCH, UNITED RED, ELI LILLY, THE FED'S JACKSON HOLE POLICY SUMMIT IS COMING UP IN JUST A FEW WEEKS, NEXT WEEK, WHAT ARE YOU EXPECTING CHAIRMAN WARSH TO SAY?"

  2. 02 UNH NYSE BUY +5.68%
    Entry $395.62 17 Aug 2026
    Current $418.09 23 Oct 2026
    Result +$22.47
    vs. index +7.3% SPY −1.6% over the same days

    Cite this call Watch source video * †

    Surrounding source transcript
    … BANKS, SMALL CAP BANKS, ARE GOING TO BE ABLE TO GROW THEIR EARNINGS SIMPLY BECAUSE THEY ARE GETTING BETTER SPREADS. YOU BORROW, YOU LEND, YOU KEEP THE SPREAD, IT'S A RELATIVELY EASY BUSINESS TO THE EXTENT YOU MANAGE YOUR CREDIT RISK. LIZ: BUT YOU CAN'T HELP BUT LIKE LALARGE-CAPS WHICH YOU DO LAM RESEARCH, UNITED RED, ELI LILLY, THE FED'S JACKSON HOLE POLICY SUMMIT IS COMING UP IN JUST A FEW WEEKS, NEXT WEEK, WHAT ARE YOU EXPECTING CHAIRMAN WARSH TO SAY? >> I THINK IT'S THE BIGGEST KNOWN UNKNOWN, IF YOU WILL. WHAT IS THE FED GOING TO DO? BUT NOT ONLY WHAT ARE TH…

    BUT YOU CAN'T HELP BUT LIKE LALARGE-CAPS WHICH YOU DO LAM RESEARCH, UNITED RED, ELI LILLY

    AI-extracted context "BUT YOU CAN'T HELP BUT LIKE LALARGE-CAPS WHICH YOU DO LAM RESEARCH, UNITED RED, ELI LILLY, THE FED'S JACKSON HOLE POLICY SUMMIT IS COMING UP IN JUST A FEW WEEKS, NEXT WEEK, WHAT ARE YOU EXPECTING CHAIRMAN WARSH TO SAY?"

  3. 03 LLY NYSE BUY +7.63%
    Entry $1,183.16 17 Aug 2026
    Current $1,273.46 23 Oct 2026
    Result +$90.30
    vs. index +9.3% SPY −1.6% over the same days

    Cite this call Watch source video * †

    Surrounding source transcript
    … BANKS, SMALL CAP BANKS, ARE GOING TO BE ABLE TO GROW THEIR EARNINGS SIMPLY BECAUSE THEY ARE GETTING BETTER SPREADS. YOU BORROW, YOU LEND, YOU KEEP THE SPREAD, IT'S A RELATIVELY EASY BUSINESS TO THE EXTENT YOU MANAGE YOUR CREDIT RISK. LIZ: BUT YOU CAN'T HELP BUT LIKE LALARGE-CAPS WHICH YOU DO LAM RESEARCH, UNITED RED, ELI LILLY, THE FED'S JACKSON HOLE POLICY SUMMIT IS COMING UP IN JUST A FEW WEEKS, NEXT WEEK, WHAT ARE YOU EXPECTING CHAIRMAN WARSH TO SAY? >> I THINK IT'S THE BIGGEST KNOWN UNKNOWN, IF YOU WILL. WHAT IS THE FED GOING TO DO? BUT NOT ONLY WHAT ARE TH…

    BUT YOU CAN'T HELP BUT LIKE LALARGE-CAPS WHICH YOU DO LAM RESEARCH, UNITED RED, ELI LILLY

    AI-extracted context "BUT YOU CAN'T HELP BUT LIKE LALARGE-CAPS WHICH YOU DO LAM RESEARCH, UNITED RED, ELI LILLY, THE FED'S JACKSON HOLE POLICY SUMMIT IS COMING UP IN JUST A FEW WEEKS, NEXT WEEK, WHAT ARE YOU EXPECTING CHAIRMAN WARSH TO SAY?"

Full Transcript
THANK YOU, KELLY, VERY MUCH. WE SHOULD TAKE A LOOK AT THE MARKETS. SMALL CAPS ARE ON TRACK FOR THEIR BEST YEAR SINCE 2003, THE RUSSEL 2000 SCORED ITS 29TH RECORD CLOSE ON FRIDAY AND BEAT OUT THE S&P WHICH IS UP JUST 13, NOT JUST BUT UP 13% YEAR-TO-DATE. DOES THAT MEAN INVESTORS ARE STARTING TO NOT JUST LOOK PAST LARGE-CAP NAMES BUT DIVE INTO THE SMALL CAP POOL? JOINING ME NOW, COLUMBIA THREAD NEEDLE HEAD OF NORTH AMERICAN EQUITIES NICHOLAS JONVIEX. YOU'VE GOT A FUND THAT FOCUSES SPECIFICALLY ON SMALL CAPS. SO YOU KNOW THIS WORLD VERY CLOSELY. WHAT DO YOU THINK K IS FINALLY GETTING THE RUSSEL ALIVE AND KICKING? >> ONE OF THE REALLY INTERESTING THINGS, LIZ, IS THERES A LOT OF CONVERSATIONS ABOUT SMALL CAPS YEAR-TO-DATE. THIS GOES BACK TO LAST SUMMER. SMALL CAPS HAVE BEEN OUTPERFORMING FOR SOMETIME AND IT'S BECAUSE PEOPLE HAVE BEEN EXPECTING THE ECONOMY TO CONTINUEUE TO ACCELERATE AND PEOPLE ARE FOLLOWING EARNINGS GROWTH. SMALL CAPS ARE GROWING EARNINGS THIS LAST QUARTER, 40% YEAR-OVER-YEAR AND THOSE ARE THE TYPE OF EARNINGS GROWTH THAT YOU TYPICALLY GET COMING OUT OF A RECESSION, NOT IN THE MIDDLE OF A CYCLE. LIZ: LET'S SAY PEOPLE ARE WATCHING AND I'M TOO OVEREXPOSED TO BIG NAMES IN THE STOCK MARKET RIGHT NOW. WHAT OPPORTUNITIES DO YOU SEE IN SMALL CAP NAMES? >> THINK TYPICALLY WHAT ARE THE FIRST PLACES PEOPLE TALK ABOUT AND RIGHTFULLY SO BECAUSE IT'S SUCH A BIG PART OF THE INDEX IS WHAT'S HAPPENING WITH THE BANKS. LOOK THE YIELD CURVE IS STEEPENING AT THE SAME TIME THAT THE ECONOMY IS HEALTHY, SO THE BANKS, SMALL CAP BANKS, ARE GOING TO BE ABLE TO GROW THEIR EARNINGS SIMPLY BECAUSE THEY ARE GETTING BETTER SPREADS. YOU BORROW, YOU LEND, YOU KEEP THE SPREAD, IT'S A RELATIVELY EASY BUSINESS TO THE EXTENT YOU MANAGE YOUR CREDIT RISK. LIZ: BUT YOU CAN'T HELP BUT LIKE LALARGE-CAPS WHICH YOU DO LAM RESEARCH, UNITED RED, ELI LILLY, THE FED'S JACKSON HOLE POLICY SUMMIT IS COMING UP IN JUST A FEW WEEKS, NEXT WEEK, WHAT ARE YOU EXPECTING CHAIRMAN WARSH TO SAY? >> I THINK IT'S THE BIGGEST KNOWN UNKNOWN, IF YOU WILL. WHAT IS THE FED GOING TO DO? BUT NOT ONLY WHAT ARE THEY GOING TO DO, HOW IS THE CHAIRMAN GOING TO COMMUNICATE THIS? MY EXPECTATION IS THE CHAIRMAN WILL CONTINUE TO POUND ON WHAT HE SAID FOR SOME TIME. INFLATION IS ENEMY NUMBER ONE AND FOCUS IS GOING TO BE ON THAT SIDE OF THE MANDATE BECAUSE THE GROWTH SIDE IS PRETTY GOOD RIGHT NOW. >> [CLOSING BELL RINGING] LIZ: MAYBE WE SEE RATE, I DON'T KNOW, WE DON'T KNOW. WE

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