The chart below shows the cumulative sum of return on equity multiplied by weight in the S&P 500. Home Depot accounts for 17% of all ROE in the S&P 500; Apple + Home Depot explain 24%, and so forth. Only 17 names account for half of all ROE. Take out the top 70 names, and […]
Tag: P 500 
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It’s time to sell US stocks
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Four tech stocks account for a 4.5% increase in the S&P YTD
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Something strange is happening with US corporate profits
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