Commentary and Research Papers
August 19, 2025
2024
We are excited to share with you this concise report on Bitcoin – which serves as a companion piece to our recent full-length podcast episode – where Adam Armstrong and Austin Hagaman discussed Bitcoin basics, its pricing, the upcoming halving-event, the recent host of ETFs and much more! Click to download the full report and gain access to our full analysis and be sure to listen to the full episode of our podcast, Amplified Wealth for a more comprehensive discussion on the digital currency and its future in the marketplace.
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August 19, 2025
2024
The February earnings season was a tumultuous few weeks for the Small Capitalization Value (SCV) Portfolio. We had several companies that produced fine 4th Quarter earnings but delivered somewhat cautious and/or disappointing forward outlooks.
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August 19, 2025
2024
Stocks resumed their upward momentum in February, led once again by the surging artificial-intelligence related stocks. New all-time records were hit for the Standard & Poors’ 500 and NASDAQ Composite, both of which have significant exposure to the large cap Technology stocks that are seen as the early winners in the AI boom. These index gains came despite the scaling back of interest rate cut expectations by investors vs. the end of 2023, when pundits were forecasting as many as seven rate cuts in 2024.
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August 19, 2025
2024
Pinnacle makes the case that current market conditions are encouraging for small caps to reward investors in its recent white paper entitled “It’s Time to Own U.S. Small Capitalization Equities,” as highlighted in a recent issue of Institutional Investor.
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Commentary and Research Papers
August 19, 2025
2024
Small-cap stocks have been underperforming larger ones for the second longest stretch since the 1930s. But there are signals that small-cap stocks may be coming out of their dark stretch. As outlined in a report by advisor Pinnacle Associates, the widening gap began in December 2016. In the subsequent seven years ending November 30, 2023, small caps returned 46.25 percent, compared to the S&P 500 generating returns nearly triple that mark at 130.9 percent.
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August 19, 2025
2024
After a ferocious market rally in November and December, stocks were mixed in January. Some consolidation was to be expected, after a two-month rally that saw the stock indexes rise anywhere from roughly 15% (large caps), to 20% (mid caps), to 23% (small caps). Developments during the month were generally positive, as economic and inflation data continued to be favorable. Hanging over the market were continued geopolitical concerns over events in the Middle East, most notably the attacks on commercial shipping by the Iran-allied Houthis in Yemen and a potential widening of the war.
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Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm focused on transparency and putting clients first. We provide advice to individuals and families, institutional investors and other financial institutions.
