Chat and Chart of the Day

Here’s an excerpt from our inter-office data/research discussion log, and the accompanying chart:

To a discussion I had with Nick earlier today: Here’s a chart showing 2013-to-now returns for a grouping of FB, AMZN, AAPL, NFLX, GOOG AND MSFT (green line)… The S&P 500 (red line). and the S&P without those 6 stocks (blue line)…

FYI, the S&P is concentrated in top 5 stocks to an extent not seen since just before the tech bubble burst. Also, hasn’t seen this much concentration in the tech sector itself (now 25% of the index) since just before the tech bubble burst:

 

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