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The S&P 500 Is Up 19% This Year
The S&P 500 is up about 19% this year. The yield curve is inverted, but the market seems to be shrugging it off. It's just too early to tell if we're starting this bifurcation again in the markets where it's all tech and high-beta values getting left behind. On a side note, how concerned are you about top heaviness in the market?