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

Already have an account? log in

This article is FREE for you

Create a free account and join institutional investors, analysts and strategists from the world's largest banks

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

OR, subscribe now for unlimited access
By submitting your email address you agree to receive communication by email

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

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.

10th Anniversary Boutique

Coming Soon