Imagine what happens when AI productivity makes mediocre companies way better?! The breadth is gonna skyrocket;) Are you ready??
Michael A. Arouet
Michael A. Arouet8.8. klo 14.26
Important chart. S&P 490 has had basically no earnings growth since 2022, despite rampant inflation. It’s just 10 companies doing really well, while the broader economy is in contraction in real terms.
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