Improving U.S. cyclical dynamics should disproportionately benefit smaller U.S. companies, in particular, because the small- and mid-cap stock indexes have greater exposure to economically sensitive sectors than large-caps, and generate a higher portion of earnings from domestic sources.
Marin, a former math professor and proficient early-seed investor with a vast network of industry connections, is a master in picking future stock winners in the junior exploration as well the large- to mid-cap energy sectors.