Couverture de Mailbag, incl: Is it time to get defensive? February 1, 2026

Mailbag, incl: Is it time to get defensive? February 1, 2026

Mailbag, incl: Is it time to get defensive? February 1, 2026

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– In which phase of the market cycle does the Small Cap sector generally get the love?

– Is it time to get defensive?

– Should I hold Bitcoin directly or through an ETF

– Does mean reversion apply to small caps and AI?

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