FreeIWMMay 19
IWM: the special situation worth owning
The special situation here is mispriced relative to the catalyst path.
Beatriz Mendes
Russell 2000 internals, EM equity flows, and special situations the large-caps miss.
Handle
@smallcapem
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May 2026
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Posts
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Why FXI leads the next leg
Subscribers get the full thesis, the levels, and my positioning on FXI. Subscribe to read on.
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EM equity flows are turning, and FXI is the cleanest expression.
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The EWZ setup large-caps miss
Small-cap breadth is basing in a way that usually precedes leadership.
FreeFXIMar 31
The FXI setup large-caps miss
The special situation here is mispriced relative to the catalyst path.