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 Relativity of Market Cap Relative to Earnings Contribution
The question is are these tech mostly large cap stocks, are they kind of demonstrating what the entire market will experience over time? Or is there something else going on around the multiples and the narrative just around these kind of story stocks? There's going to have to be a reckoning there. So either the entire market is going to kind of shift up or there's going to be some kind of correction in these 10 names or something in the middle.
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