# Developing thesis | bits from mc

> Setting aside the question of how much to allocate to domestic (US) markets, I’m teasing out a thesis for US small caps. 

Not going to write the whole thi...

**Published by:** [bits](https://paragraph.com/@miguelito.eth/)
**Published on:** 2026-02-06
**URL:** https://paragraph.com/@miguelito.eth/developing-thesis-or-bits-from-mc

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