Independent thinking for complex markets and current events
Fund managers are holding the lowest cash levels on record (3.2%) byu/neda6117 inwallstreetbets US stock market concentration is at record levels: The S&P 500 Herfindahl-Hirschman Index (HHI) is up to 195 points, near the highest on record. This metric measures how evenly market value is distributed across all 500 stocks in the index. A higher …
Two Nvidia customers made up 39% of Nvidia’s revenue in its July quarter, the company revealed in a financial filing on Wednesday, raising concerns about the concentration of the chipmaker’s clientele. “Customer A” made up 23% of total revenue, and “Customer B” comprised 16% of total revenue, according to the company’s second-quarter filing with the …
Over 40% of the S&P 500 is now concentrated in just 10 companies, a dangerous setup that we’ve only seen before the Great Depression. This is how market euphoria ends, not with a warning, but with a sudden, brutal crash that takes everyone by surprise. “Today, the ten largest companies in the S&P 500 comprise …
⚠️US stock market concentration Bubble is huge: The top 10 largest S&P 500 stocks reflect ~38% of the index market capitalization, just shy of a RECORD high. This is over 10 percentage points higher than at the 2000 Dot-Com Bubble peak. The market is dependent on few stocks. pic.twitter.com/7jfzEfhx6L — Global Markets Investor (@GlobalMktObserv) June …
https://twitter.com/MichaelMOTTCM/status/1860708854905872779 BofA: 4th highest S&P 500 trailing 12m P/E in the past 124 years pic.twitter.com/HL04yEVb1a — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) November 24, 2024 https://twitter.com/NorthmanTrader/status/1860689912837636286 BofA: US stock market concentration hit a record high this month pic.twitter.com/x6an4Xfwtx — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) November 24, 2024 Bitcoin is about to become "safe collateral" …
The heavy concentration of the seven largest stocks in the S&P 500 raises concerns about diversification and market stability, especially if these stocks face underperformance. 🇺🇸 S&P 500 The concentration of the seven largest stocks in the S&P 500 raises concerns about diversification and market stability, as potential risks emerge if these stocks underperform👉 https://t.co/yIk7SZYp6p …
It’s here. We either fight it or just give up all our freedoms. Step 2 is getting the digital readers for palm and face in place across the US and the World. Step 3 is to create and issue a digital ID via the banking system. Step 4 is to implement CBDC digital currency. Step …
Never ever use Government digital currency. It’s a digital concentration camp. pic.twitter.com/UdfTJ8wZf5 — Kim Dotcom (@KimDotcom) July 8, 2023 We don’t want you or your shitty digital currency. pic.twitter.com/dysizxeXWH — Bohemian Atmosphere (@BohemianAtmosp1) July 4, 2023 h/t PURA SANGRE