market cap
Discussion centred on the unusually concentrated expansion of market capitalisation, driven by AI-linked stocks. Jim Iuorio argued that seven stocks had reached 35% of S&P market cap, while Peter Boockvar said investors were concentrating in a small group with very large market capitalisation because they were seeking earnings growth 21. The Kobeissi Letter reported that S&P 500 market cap had risen above $71 trillion and had added $13.5 trillion since March 30 43.
From the window to Oct 11, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
8 this weekStories it travels in
i
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
- The Kobeissi Letter 2 mentions
- Peter Boockvar 1 mention
- John Feneck 1 mention
- Jeffrey Currie ++ 1 mention
- Anthony Moreau 1 mention
- Max Wiethe 1 mention
- Ian Wagner 1 mention
- Ben Carlson 1 mention
See what your own voices say about market cap, every morning.
Start a desk