The Weekly Insight
The Weekly Insight Podcast brings you weekly information about what you need to know about what is going on in the market every week.
The Weekly Insight
The Great Rebalancing: Part II
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Andrew Dorr
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The Magnificent 7 are down over 10% since October 29th. The other 493 stocks in the S&P 500 are up nearly 15%. That's a 25-point gap. And almost no one is talking about it.
This week's Weekly Insight breaks down the eight-month rotation that's reshaping portfolios:
→ Why "Technology" leading the sector charts isn't the Mag 7 comeback it looks like
→ The Q1 earnings number that looked like 52% growth, but wasn't
→ What a 33x vs. 20x P/E comparison tells you about where the value actually is
We called this in February. The data says there's runway left.
Read more here: https://insightwealthgroup.com/the-weekly-insight-the-great-rebalancing-part-ii/
