Donkeyface - here is some additional input for you in response
to your question.
This year, the 15 largest S&P 500 companies are up 35%.
Meanwhile, the median S&P 500 company is up just 4%. Yesterday,
$MSFTand
$NVDA added $175B in market cap. This is more than 462
components of the S&P 500, combined.
Kobeissi Letter
Posted by steve on 19th of Jul 2023 at 09:09 am
Donkeyface - here is some additional input for you in response to your question.
This year, the 15 largest S&P 500 companies are up 35%. Meanwhile, the median S&P 500 company is up just 4%. Yesterday, $MSFTand $NVDA added $175B in market cap. This is more than 462 components of the S&P 500, combined.
This is crazy... Seems
Posted by donkeyface on 19th of Jul 2023 at 11:07 pm
This is crazy... Seems like a healthy backdrop to me!!!