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S&P500: The concentration of returns of "Magnifient 7" top stocks.
It's almost all returns on the top tech stock, otherwise S&P 500 is almost flat.
20 tuntia sitten
New newsletter: The US economy is splitting in two. There’s a rip-roaring AI economy. And there’s a lackluster consumer economy.
- Macro: Last quarter, spending on AI outpaced the growth in consumer spending
- Stocks: In the last two years, ~60% of equity returns have come from “AI-related” companies, esp the hyperscalers like Microsoft and Meta (per JPM)
- Micro: According to Stripe, firms on the platform that self-describe as “AI companies” are dominating revenue growt, far surpassing the growth rate of any other group
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