
The concentration of the S&P 500 is nearing record levels, with the top 10 stocks now making up 32.1% of the index. This level of concentration exceeds that seen during the dot-com bubble. The revenues among the top companies in the S&P 500 are also heavily concentrated. Analysts are concerned about the potential market impact if regulators begin scrutinizing one of these top 10 stocks.
12 Charts to Watch in 2024 [Q3 Update] https://t.co/B97rUOrUO7 Key charts, themes, risks, opportunities to keep track of in Q4 and beyond: https://t.co/B97rUOrUO7 https://t.co/ZtKpqcoXKD
12 Charts to Watch in 2024 [Q3 Update] https://t.co/zrc29Znl7f
4 charts that caught my attention from JPM AM’s latest paper “A severe case of COVIDIA: prognosis for an AI-driven US equity market” 1 | Increasing concentration: The largest 1% of US corporations own >95% of assets (flat) and generate >80% of revenue (looks to still have some… https://t.co/W9Thou5YwV






