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Large cap US stocks are getting larger: The largest 50 stocks' market capitalization to GDP ratio it at a record 110%. This ratio has risen ~40 percentage points since the October 2023 low exceeds the previous peak posted in December 2021. To put this into perspective, this percentage was 74%, or 36 percentage points lower, at the 2000 Dot-Com Bubble peak. In nominal terms, the 50 largest stocks are worth more than $30 TRILLION. That's ~50% of the entire US stock market's value.
勃勃OC
2周前
台积电财报爆炸,大涨6.6%;意外之处是这带动NVDA夜盘再涨2.2%,我说怎么还在涨 NVDA2天之内从130涨回140 如果财报之前pre-run到150,那肯定直接清仓了。。。 谢谢拯救周一卖的NVDA 120 Put,这确实是赌 按照Plan A的计划走。涨了就跑,唯一主题, Why? Because I don't think we are in a bull market “预言”对错是一回事,理由和逻辑这几次日报已经给出 Not Financial Advice
勃勃OC
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勃勃OC
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勃勃OC
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牛顿死那会美国都没建国,世界都还是金本位,纽交所都没成立,期权都没发明 他问我为什么牛顿投资失败? 这个我有什么关系?和你有什么关系? 你让一个正常读过书,拿过本科学位的人,该怎么回答🤣🤣 这个是m台湾知名产业链内幕消息泄露者、比郭明骐水平还高的中概股庄家“产业挖掘机” 说了几句它不懂牛顿就把我拉黑了 看来他确实不懂牛顿,也没读过书 想不到那群人抱团取暖水平可以这么差 大家可以取关了 🤣🤣
John Trades MBA
3周前
Alp Simsek
3周前
2/ While policy rates are high, Financial Conditions are actually quite loose. The stock market rally and tight credit spreads have effectively offset much of the Fed's tightening.
勃勃OC
3周前
勃勃OC
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