11 - Inflation | Jobs & the Fed | Top-heavy Nasdaq & S&P500 | Pharma solution for many chronic diseases | Rite-Aid debt concerns
Health:Further
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The Value of AI
The Nasdaq concentration of the S&P 500, which again, is almost mirrors Nasdaq. In June 30th, it was 32%, 31.7%. That's the highest it's ever been. The interesting part is that earnings is really low or maybe average. It's 10 percentage points different from the market cap.
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