最近のCPI発表後の小型株の動向

Absolutely, the 'soft landing' narrative feels more like a gently deflating tire at this point. Shifting to quality value in small caps is probably wise; chasing high-beta now feels a bit like trying to catch a falling piano with your teeth.

It's interesting you're shifting focus to quality value. I've been thinking about small caps too, but more from the angle of how quickly they can rebound once rate cuts do come. Do you think the current dip in some of these high-beta names presents a good entry point if we're looking a bit further out?

Yeah, I'm with you. That CPI definitely cooled off some of the more aggressive rate-cut expectations. Shifting to quality value makes a lot of sense given the current climate; $BDL could be an interesting one to watch.