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June 12, 2023 | Full Cycle Bearings

Danielle Park

Portfolio Manager and President of Venable Park Investment Counsel (www.venablepark.com) Ms Park is a financial analyst, attorney, finance author and regular guest on North American media. She is also the author of the best-selling myth-busting book "Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts," and a popular daily financial blog: www.jugglingdynamite.com

The S&P 500 is up 11% YTD (below in brown); the Nasdaq nearly 33%; and the TSX is +2.5%. Under the hood, a 53% year-to-date average gain for the seven most expensive US tech companies has done the lifting (in green below since December 2022), while the other 493 S&P 500 companies (in orange) have gone nowhere.

As shown below, the year-to-date market-weighted S&P 500 gain versus an equal-weighted basket is the most extreme since at least 1990.

 

Today, the eight most expensive tech stocks account for 30% of the S&P 500 market cap. At the March 2000 cycle peak, tech accounted for 34.8% of the index. Sixteen years and two brutal bear markets later, the sector had shrunk to 20% of the S&P market cap.

As shown below by my partner Cory Venable, the S&P 500’s 51% drop through October 2022 saw a series of sharp rebounds, including one from June to September 2000 that nearly reclaimed the March 200o top.

Sentiment and stock allocations among participants are back near record highs. The S&P 500 has rebounded within 10% of its December 2021 peak, and there’s excited talk that a new bull market has begun. History warns that we’ve not nearly earned that yet.

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June 12th, 2023

Posted In: Juggling Dynamite

One Comment

  • Darren Massey says:

    The low of Oct 2022 will go down in history as a once in a lifetime buying opportunity like Oct 29 and Oct 87. Tech will be the place to be invested. The bear will be in and out of the box in a flash in the coming years as the markets climb higher as never before Long Soxl 3x leveraged semi conductor ETF has been on a tear up even though Danielle wrote a bearish article regarding AI weeks back snort. The perma bears scared of heights will miss the entire run

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