This is the biggest stock picker's market in a decade, ETF analyst says. Here are two ways to play it

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This is the biggest stock picker's market in a decade, ETF analyst says. Two ways to play it

"It's probably time to think about small caps in your asset allocation," Will McGough, chief investment officer at Stadion Money Management, a retirement managed account advisor, told CNBC'sAfter years of underperformance, the "tide is turning" for small caps thanks to therapeutic companies driving gains in the health-care-heavy group, McGough said.

"Small-cap companies represent the heart of the American economy — Main Street, so to say — and if you think things are going to get better and have optimism going forward, small caps are your play," he said.managing director, WallachBeth Capital Stock pickers are the group to watch in this market, Andrew McOrmond, managing director of ETF trading solutions at WallachBeth Capital, said in the same "ETF Edge" interview.Because stock pickers tend to invest based on themes, that means "thematic ETFs are going to grow," he said.

 

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Fire Rick Santelli... Average square feet, Lowes...102,000. Average restaurant sf, 400-700. You're no where near putting 150 people in a restaurant and having the same risk as a Lowes. Pure negligence. Get some science in there.

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