 Those are legitimate concerns, and you can add the fact that we're coming up on a few months, August, September, and October, which have had some very rough performances at times. But underlying that is a recent shift in investor focus, away from the so-called magnificent seven stocks like Amazon, Apple, Alphabet, and Nvidia, and back towards small caps. Pickwick Capital's Chris Verone says the recent outperformance of the small-cap-based Russell 2000 is giving him a great deal of hope.