Daniel Brenner
Senior Markets Analyst
Daniel writes The SmallCap Signal's analysis desk, examining valuation spreads, rate sensitivity, and the structural forces shaping small-cap performance cycles.
Articles by Daniel Brenner
Analysis
Small Caps' Best Run in Two Decades Faces Its Next Test: This Week's Inflation Data
The Russell 2000's strongest year since 2003 has been built on rate-cut hopes and AI supply-chain enthusiasm, and back-to-back CPI and PPI reports will now test both pillars.
Analysis
The Multibillion-Dollar Lease Is Becoming Small Caps’ Favorite Catalyst, and Its Biggest Question Mark
Fermi’s $6.5 billion TensorWave agreement and Riot’s $9.1 billion data-center lease show how AI compute contracts are re-rating small companies overnight, and why contract quality is now the variable that matters.