Ben Carlson says markets are in a high-beta decade, shaped by rising wealth at the top 0.1%, big tech dominance and consumers still spending despite inflation. He notes the top 10 S&P 500 stocks make up about 40% of the index as rates stay elevated.
published
Ben Carlson says markets are in a high-beta decade, shaped by rising wealth at the top 0.1%, big tech dominance and consumers still spending despite inflation. He notes the top 10 S&P 500 stocks make up about 40% of the index as rates stay elevated.
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