IWM
FreeIWM: the special situation worth owning
The special situation here is mispriced relative to the catalyst path.
IWM19 May· 4 min
Beatriz Mendes
5 notes · 7 subscribers · publishing since May 2026
Russell 2000 internals, EM equity flows, and special situations the large-caps miss.
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5Why FXI leads the next leg
Subscribers get the full thesis, the levels, and my positioning on FXI. Subscribe to read on.
FXI19 May· 10 min
FXI
FreeFXI: small caps are coiling
EM equity flows are turning, and FXI is the cleanest expression.
FXI10 May· 4 min
The EWZ setup large-caps miss
Small-cap breadth is basing in a way that usually precedes leadership.
EWZ5 May· 7 min
The FXI setup large-caps miss
The special situation here is mispriced relative to the catalyst path.
FXI31 Mar· 9 min
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