This Is The ‘True Source’ Of Mag7 Magnificence

The episode known in market circles as the "DeepSeek shock" was an unwelcome reminder: Capex isn't s

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3 thoughts on “This Is The ‘True Source’ Of Mag7 Magnificence

    1. I am curious how anybody over the age of about 12 can believe a purchase of something for say $100 can then immediately be turned over to a bank or other entity for 10 or 20 times that amount?

  1. I’m surprised by the S&P 493 outperforming the “other global equity indexes” by almost 40% in the investment % charts above- 36% to 26%. Maybe if you strip out the top 50 S&P 500 firms in investment percentage you’d end up close to the 26% number. The Mag 7 are magnificent in this respect, but there likely are another 40+ outperformers that are responsible for this disparity.

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