Reminder – We are Not Index Investors
Hey, Ross Givens here! Monday’s 1.5% drop in the S&P 500 looked rough at first glance—but beneath the surface, something unusual happened. Despite the pullback, 350 stocks advanced while only 150 declined. That’s the first time in over 20 years we’ve seen this kind of divergence. The index fell because of mega-cap tech, but as I explain today, we’re not index investors. There’s a bigger opportunity here.
January 29, 2025
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