A brief note on the small cap move
https://docs.google.com/presentation/d/1vamtP1oh_k82M8Cn-JcoNtDv-EnkYTi6ZggAokLIgTg/edit#slide=id.g2c613ad53b5_0_255
https://docs.google.com/presentation/d/1vamtP1oh_k82M8Cn-JcoNtDv-EnkYTi6ZggAokLIgTg/edit#slide=id.g2c613ad53b5_0_255