Most importantly, the number of stocks sitting on the rising side of the see-saw has dramatically shrunk. The Magnificent 7 are up 95 per cent this year to Aug. 31 and just those seven companies have contributed a whopping 71 per cent of the S&P 500’s rise in 2023 so far.
However, markets broaden when the profit cycles accelerate because lower-quality and more cyclical companies have greater operating and financial leverage. Using the hackneyed analogy, a rising tide lifts all boats. U.S. small caps, Europe, Japan, China and U.S. themes focusing on real productive assets and the rebuilding of America’s manufacturing capacity all seem particularly attractive.
Italia Ultime Notizie, Italia Notizie
Similar News:Puoi anche leggere notizie simili a questa che abbiamo raccolto da altre fonti di notizie.
Investors need to remember that market see-saws always have two endsThere are many opportunities ignored by investors chasing the Magnificent 7 stocks and AI themes. Read more.
Fonte: financialpost - 🏆 7. / 85 Leggi di più »
'Magnificent Seven' investing playbook: Is Apple a growth company anymore?Apple's market reach is quite impressive. But can it sustain its growth?
Fonte: YahooFinanceCA - 🏆 47. / 63 Leggi di più »