70%
The 70% references were mostly about market concentration and risk: ten stocks were said to account for 70% of the S&P 500’s gain since March 30, while 84% of constituents were at least 10% below their highs 5613. Several speakers also described 60–70% equity allocations as excessive for investors near retirement 114. Elsewhere, 70% referred to policy probabilities, tokenised-equity trading outside regular hours, occupied territory, and business or commodity metrics rather than one unified market claim 37891115.
Where the voices land
Nobody took a position this week.
Mentions
16 this weekStories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Dan Nathan 3 mentions
- The Kobeissi Letter 3 mentions
- Jack Farley 2 mentions
- David Lin 2 mentions
- Steve H. Hanke 1 mention
- Guy Adami 1 mention
- Vlad Novakovski 1 mention
- Jeffrey Currie ++ 1 mention
See what your own voices say about 70%, every morning.
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