#OtavioTaviCosta Of #Crescat Capital: "We Are Currently Experiencing The Largest Disparity Between The S&P 500 And The Median Stock Return Since The Peak Of The Tech Bubble." "The Level Of Risk, Especially With Megacap Tech..."

Otavio (Tavi) Costa on LinkedIn: We are currently experiencing the largest disparity between the S&P 500… | 24 comments

We are currently experiencing the largest disparity between the S&P 500 and the median stock return since the peak of the tech bubble. The end of the… | 24 comments on LinkedIn

LinkedInOtavio (Tavi) Costa

"We are currently experiencing the largest disparity between the S&P 500 and the median stock return since the peak of the tech bubble.

The end of the dominance of the magnificent 7 is likely to emerge as an important theme for 2024.

Similar to the early 2000s, a narrowing market leadership has significant economic implications, as issues extend throughout the system, ultimately impacting the entire economy.

The level of risk, especially with megacap tech companies, seems entirely unsustainable and poised for a severe outcome."

H/t Daily Chartbook