 Pickwick Capital's Chris Verone says the recent outperformance of the small-cap-based Russell 2000 is giving him a great deal of hope. It basically has locked in a really good next 12 months, kind of in the 20 to 30 percent range. So could this market consolidate into the conventions? I think absolutely. But what I think is more important, the spread between small and large. Only four or five times in history we've seen it at this degree, this magnitude.