Pre-Positioning for the “January Effect” (Small Caps) episode artwork

EPISODE · Dec 24, 2025 · 48 MIN

Pre-Positioning for the “January Effect” (Small Caps)

from InvestTalk · host Investtalk

Due to year-end tax selling, small-cap stocks have historically outperformed in January and we will explain why the January Effect happens and highlight specific small-cap ETFs investors might want to consider buying before the calendar flips. Today's Stocks & Topics: Bristol-Myers Squibb Company (BMY), Market Wrap, Investible Assets, “Pre-Positioning for the “January Effect” (Small Caps)”, American Airlines Group Inc. (AAL), Steel Dynamics, Inc. (STLD), Mortgage Rates, Stock Screeners, Xylem Inc. (XYL), HCA Healthcare, Inc. (HCA), PayPal Holdings, Inc. (PYPL), Wall Street and Tariffs. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Incogni: https://incogni.com/investtalk * Check out Invest529: https://www.invest529.com * Check out NordProtect: https://nordprotect.com/investalk * Check out Progressive: https://www.progressive.com * Check out Quince: https://quince.com/INVEST * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

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Pre-Positioning for the “January Effect” (Small Caps)

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This episode is 48 minutes long.

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This episode was published on December 24, 2025.

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Due to year-end tax selling, small-cap stocks have historically outperformed in January and we will explain why the January Effect happens and highlight specific small-cap ETFs investors might want to consider buying before the calendar...

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