Chronicles of fat years [2024-2027 Edition]

Actually the outcome (actual return) was exactly the opposite (if it went up more this year compared to last year, it has less growth next year; if it had less growth than the last year, it has more growth the year after).

But that fluctuating pattern is also to be expected, because of regression to the mean.

Check again now :slight_smile:

But which mean? :smiley:

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29 posts were merged into an existing topic: Chronicles of 2025

Someone took out the Mag7 for the past two years:

(Source)

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Here’s final 2024 Top 20 ETF Leaderboard: $VOO ended w/ $116b which is $65b beyond old record (absurd). $IVV closed strong w $89b (bc used more than $SPY for TLH?). $IBIT took 3rd spot w $37b (still <1yr old!). Total flows at $1.14T, which broke old record by 25%, or $225b…!:fire::fire:

(Source)

More inflows to Blackrock’s Bitcoin ETF IBIT than into VTI …

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Anybody got a link to the Greed index? :cowboy_hat_face:

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This really feels like the “everything bubble”

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Come on, it’s the first result using a range of search engines provided with the exact terms you’ve used.

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A post was merged into an existing topic: Benchmarking The Market

oh what a thread I missed :slight_smile: so just making this pointless comment to follow :slight_smile:

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Or you can just follow the thread with this button below:

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Ben Carlson’s sector quilt including 2024:

And the sector weightings for the S&P 500 as of year-end 2024:

Source: The 2024 Sector Quilt - A Wealth of Common Sense

Communications and Tech making up almost 1/2 of the market cap is surely sustainable :sweat_smile:

Everything just screams Dotcom to me

I don’t know.

All but one of the Mag7 companies are hugely yuugely profitable and are expected to keep growing their earnings.

Are they overvalued? Probably. Are they bubble overvalued? Don’t think so … (except that one outlier).


FASTgraphs:







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interesting to see the discrepancy between GOOG and GOOGL - same company, same finances different chart.

Is there anything you can read out of that discrepancy? I can’t.

One has voting rights and is supposedly still mostly owned by founders and friends, the other is for peasants like myself.

Genuine question, I agree the earnings charts look different, price is mostly the same, but I don’t know what to make of it?

They are different share classes.

me neither, hence I’m stating that it’s strange.
I’m following GOOG and hence I was convinced it has a tendency to be overpriced a little (which would be normal for a Mag7 stock).
But then GOOGL is like almost always underpriced, which can’t be right…

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Maybe it’s just a liquidity thing. Larry and Sergey (and some early shareholder – I believe I used to also own GOOG – and maybe others) just don’t trade that much except through pre-scheduled sales plans.

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