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Brent Schutte 5.0 5 ideas

Editor, Financial Mail
Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
IWM LONG $268.15 Apr 15
DBC LONG $28.95 Apr 15
IWM LONG $268.35 Apr 15
IJR LONG $131.94 Apr 15
DBC LONG $28.96 Apr 15
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5 ideas
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IWM 2 ideas
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DBC 2 ideas
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IJR 1 ideas
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▶ YouTube Bloomberg Surveillance 4/15/2026
Small and mid-cap stocks offer better value.
Investors should own small and mid-cap stocks because they are cheaper (14-15x earnings) and have similar expected earnings growth (17.5%) as the S&P 500 (trading at 22x), offering better value and being underinvested.
IWM HIGH Bloomberg Markets Apr 15, 15:30
Brent Schutte
Editor, Financial Mail
▶ YouTube Bloomberg Surveillance 4/15/2026
Own commodities as an inflation hedge.
Investors need to own some commodities as an inflation hedge because inflation may be more permanent than transitory, and long-dated Treasuries may no longer serve as an effective hedge.
DBC HIGH Bloomberg Markets Apr 15, 15:30
Brent Schutte
Editor, Financial Mail
▶ YouTube Northwestern's Schutte Says Investors Should 'Own Some Commodities'
Prefer small-caps for valuation advantage.
Prefers small and mid-cap stocks, specifically the S&P 600, due to better valuation compared to large-caps like the S&P 500, with similar earnings growth but lower P/E ratios, providing a margin of safety for long-term investing.
IWM IJR HIGH Bloomberg Markets Apr 15, 14:12
Brent Schutte
Editor, Financial Mail
▶ YouTube Northwestern's Schutte Says Investors Should 'Own Some Commodities'
Own commodities for inflation hedging.
Recommends owning commodities as a hedge against inflation, which may be more permanent, and has been a position held for years to manage two-sided risks in the market.
DBC HIGH Bloomberg Markets Apr 15, 14:12
Brent Schutte
Editor, Financial Mail
Brent Schutte (Editor, Financial Mail) | 5 trade ideas tracked | IWM, DBC, IJR | YouTube | Buzzberg