#mega-cap-concentration

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#warren-buffett-indicator #market-valuation #us-gdp #ai-investment #economic-inequality #k-shaped-recovery
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fromFortune
2 days ago

The 'Warren Buffett Indicator' has surged above 200%, meaning the market's price is far ahead of the economy's size | Fortune

U.S. stock market valuation is about 217% of GDP, indicating highly stretched valuations and elevated risk if profits or growth slow.
Business
fromFortune
2 weeks ago

Jerome Powell on signs of an AI bubble and an economy leaning too hard on the rich: 'Unusually large amounts of economic activity' | Fortune

AI-driven capital spending concentrates growth and benefits wealthy households and mega-cap firms, creating a K-shaped recovery and uneven economic composition.
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