What I learned from 2025:
- Made up statistic
- Thing I heard on a midcap earnings call
- Anecdote from my workplace
- Gut feeling
- Made up statistic
- Thing I heard on a midcap earnings call
- Anecdote from my workplace
- Gut feeling
December 19, 2025 at 5:14 PM
What I learned from 2025:
- Made up statistic
- Thing I heard on a midcap earnings call
- Anecdote from my workplace
- Gut feeling
- Made up statistic
- Thing I heard on a midcap earnings call
- Anecdote from my workplace
- Gut feeling
FEDSPEAK: “.. the deterioration in private credit is accelerating.”
This week:
1. Apollo/MidCap Financial div cut
2. KKR/FSK div cut
3. Blackrock/TCP capital div cut
4. Blue Owl conference call
This week:
1. Apollo/MidCap Financial div cut
2. KKR/FSK div cut
3. Blackrock/TCP capital div cut
4. Blue Owl conference call
February 27, 2026 at 1:33 PM
FEDSPEAK: “.. the deterioration in private credit is accelerating.”
This week:
1. Apollo/MidCap Financial div cut
2. KKR/FSK div cut
3. Blackrock/TCP capital div cut
4. Blue Owl conference call
This week:
1. Apollo/MidCap Financial div cut
2. KKR/FSK div cut
3. Blackrock/TCP capital div cut
4. Blue Owl conference call
Eye-popping MidCap Tech returns
MidCap Consumer Discretionary returns point to a very weak consumer backdrop
@wisdomtreefunds
MidCap Consumer Discretionary returns point to a very weak consumer backdrop
@wisdomtreefunds
May 9, 2026 at 2:46 PM
Eye-popping MidCap Tech returns
MidCap Consumer Discretionary returns point to a very weak consumer backdrop
@wisdomtreefunds
MidCap Consumer Discretionary returns point to a very weak consumer backdrop
@wisdomtreefunds
Investors betting on a German economic recovery, helped by any post-election fiscal boost and the potential of an end to the war in Ukraine, are going all in on the midcap domestic stocks that could be the biggest long-term winners reut.rs/3DaIVQr
Investors favour German midcap shares over blue chips on recovery bets
Investors betting on a German economic recovery, helped by any post-election fiscal boost and the potential of an end to the war in Ukraine, are going all in on the midcap domestic stocks that could be the biggest long-term winners.
reut.rs
February 21, 2025 at 6:37 AM
Investors betting on a German economic recovery, helped by any post-election fiscal boost and the potential of an end to the war in Ukraine, are going all in on the midcap domestic stocks that could be the biggest long-term winners reut.rs/3DaIVQr
B of A:
The K-shaped economy was “all the rage” in 2025 — but “markets are front-running ‘run-it-hot’ in ’26 via rotation to ‘Main St’ (MDY MidCap, IYR Small-Cap, IWC Microcap)..” [Hartnett]
The K-shaped economy was “all the rage” in 2025 — but “markets are front-running ‘run-it-hot’ in ’26 via rotation to ‘Main St’ (MDY MidCap, IYR Small-Cap, IWC Microcap)..” [Hartnett]
December 12, 2025 at 12:45 PM
B of A:
The K-shaped economy was “all the rage” in 2025 — but “markets are front-running ‘run-it-hot’ in ’26 via rotation to ‘Main St’ (MDY MidCap, IYR Small-Cap, IWC Microcap)..” [Hartnett]
The K-shaped economy was “all the rage” in 2025 — but “markets are front-running ‘run-it-hot’ in ’26 via rotation to ‘Main St’ (MDY MidCap, IYR Small-Cap, IWC Microcap)..” [Hartnett]
🚨S&P Dow Jones on MegaCap treatment: "...no changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF, for the S&P 500, S&P MidCap 400, or S&P SmallCap 600..." www.spglobal.com/spdji/en/doc...
June 4, 2026 at 9:29 PM
🚨S&P Dow Jones on MegaCap treatment: "...no changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF, for the S&P 500, S&P MidCap 400, or S&P SmallCap 600..." www.spglobal.com/spdji/en/doc...
Starting to move my sp500 to a midcap without tesler. Doing my part
March 19, 2025 at 9:31 PM
Starting to move my sp500 to a midcap without tesler. Doing my part
Nasdaq down to a 25x P/E
S&P 500 20x
MidCap 400 below the 20yr median once again.. 16x GS
S&P 500 20x
MidCap 400 below the 20yr median once again.. 16x GS
March 22, 2026 at 12:31 PM
Nasdaq down to a 25x P/E
S&P 500 20x
MidCap 400 below the 20yr median once again.. 16x GS
S&P 500 20x
MidCap 400 below the 20yr median once again.. 16x GS
Rusell Midcap Value is the bad place
April 15, 2026 at 6:52 PM
Rusell Midcap Value is the bad place
Time to spend Friday looking for a Kamala midcap
October 18, 2024 at 2:45 PM
Time to spend Friday looking for a Kamala midcap
Apollo’s publicly listed BDC, MidCap Financial Investment Corp., reported a $61 million loss last week. on.wsj.com/4u4mj9u
Apollo Global Management has been holding talks to sell MidCap Financial Investment Corp., its publicly listed business-development company, a type of private-credit fund
Apollo’s publicly listed BDC, MidCap Financial Investment Corp., reported a $61 million loss last week.
on.wsj.com
May 11, 2026 at 12:43 AM
Apollo’s publicly listed BDC, MidCap Financial Investment Corp., reported a $61 million loss last week. on.wsj.com/4u4mj9u
So my mucking about with spare parts led to a few discoveries...
My Helix idea for an airsoft midcap magazine might actually be feasible...
My Helix idea for an airsoft midcap magazine might actually be feasible...
March 3, 2026 at 5:53 PM
So my mucking about with spare parts led to a few discoveries...
My Helix idea for an airsoft midcap magazine might actually be feasible...
My Helix idea for an airsoft midcap magazine might actually be feasible...
YTD total returns:
S&P 500 +0.08%
MidCap 400 +7.32%
SmallCap 600 +7.22%
Ex-US Dev +10.74%
Emerging Markets +8.00%
Ex-US Small Cap +10.13% @stockcharts
stockcharts.com/free...
S&P 500 +0.08%
MidCap 400 +7.32%
SmallCap 600 +7.22%
Ex-US Dev +10.74%
Emerging Markets +8.00%
Ex-US Small Cap +10.13% @stockcharts
stockcharts.com/free...
February 24, 2026 at 12:53 AM
YTD total returns:
S&P 500 +0.08%
MidCap 400 +7.32%
SmallCap 600 +7.22%
Ex-US Dev +10.74%
Emerging Markets +8.00%
Ex-US Small Cap +10.13% @stockcharts
stockcharts.com/free...
S&P 500 +0.08%
MidCap 400 +7.32%
SmallCap 600 +7.22%
Ex-US Dev +10.74%
Emerging Markets +8.00%
Ex-US Small Cap +10.13% @stockcharts
stockcharts.com/free...
BofA: The absolute forward P/E of 16.6x for the Russell MidCap suggests 8% annualized ten-year returns
April 6, 2026 at 12:01 PM
BofA: The absolute forward P/E of 16.6x for the Russell MidCap suggests 8% annualized ten-year returns
as a UK small and midcap stockpicker, I am here to tell you that Larry is heroic but not to be emulated as a template:
July 4, 2026 at 6:43 AM
as a UK small and midcap stockpicker, I am here to tell you that Larry is heroic but not to be emulated as a template:
MAHA exists so pfizer, GSK, j&j, etc don't have to get their hands dirty calling for specific people to be weeded out of the gene pool or lowering the acquisition price of a midcap by saying their main product causes autism
September 7, 2026 at 5:33 PM
MAHA exists so pfizer, GSK, j&j, etc don't have to get their hands dirty calling for specific people to be weeded out of the gene pool or lowering the acquisition price of a midcap by saying their main product causes autism
No scifi writer has painted a picture as interestingly dystopic as the typical sell side note on an AI related midcap, which implies: the models are getting better, they will cure cancer etc., but their deployment is totally bottlenecked unless a huge percent of world output is redirected toward it
May 25, 2026 at 6:02 AM
No scifi writer has painted a picture as interestingly dystopic as the typical sell side note on an AI related midcap, which implies: the models are getting better, they will cure cancer etc., but their deployment is totally bottlenecked unless a huge percent of world output is redirected toward it
More S&P 500, MidCap 400, and SmallCap 600 new lows than new highs today
May 13, 2026 at 4:44 PM
More S&P 500, MidCap 400, and SmallCap 600 new lows than new highs today
“Molina Healthcare Set to Join
S&P MidCap 400“
S&P MidCap 400“
July 16, 2026 at 10:01 PM
“Molina Healthcare Set to Join
S&P MidCap 400“
S&P MidCap 400“
Honestly the biggest "run the government like a business" pill is that random mid-level managers at shitty midcap companies will call fire drills over "my boss might be annoyed at me" and no part of the federal government will work more than 40 hours a week even if the country is on the line
January 20, 2026 at 5:01 PM
Honestly the biggest "run the government like a business" pill is that random mid-level managers at shitty midcap companies will call fire drills over "my boss might be annoyed at me" and no part of the federal government will work more than 40 hours a week even if the country is on the line
Invest in a mid cap mutual fund focused on emerging businesses with strong growth potential and opportunities for portfolio diversification. Visit www.pgimindia.com/mutual-funds... to get more information.
Midcap Fund - Unlock Growth Potential | PGIM India MF
Midcap Mutual Funds are ideal for investors who are looking for wealth creation. Midcap Mutual Funds have the potential to outperform large caps over long run.
www.pgimindia.com
September 26, 2026 at 7:07 PM
Invest in a mid cap mutual fund focused on emerging businesses with strong growth potential and opportunities for portfolio diversification. Visit www.pgimindia.com/mutual-funds... to get more information.
The S&P 600 offers the highest dividend yield along with the Russell Midcap
Barely more than 1% for the S&P 500 bofA
Barely more than 1% for the S&P 500 bofA
May 28, 2026 at 9:16 PM
The S&P 600 offers the highest dividend yield along with the Russell Midcap
Barely more than 1% for the S&P 500 bofA
Barely more than 1% for the S&P 500 bofA