Justin Lahart
speaker
1,185 appearances
22 recordings
1 series
first heard Jul 2017
last heard Dec 2024
Justin Lahart’s voice in public audio — every appearance, attributed to the second.
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Appearances
So it doesn't make the economy grow any faster.
It's just brought the economy at that point to a higher level.
Thank you.
Yeah, that's right.
If you take a look at sort of what has been fueling this rally, it's the shares of the companies that have the most exposure overseas.
Things like Boeing and Apple make a huge amount of their revenues overseas.
And those are the companies that have really been pushing the market further.
Well, I combed through basically the entire S&P 500, not just the Dow, and took a look at exposures.
And, you know, if I just do something simple, like take a look at the most exposed stocks, the 250 stocks of the most exposed.
as opposed to the 250 at the bottom that are least exposed.
If you look at the median performance this year, the return is about 16% for those highly exposed stocks and about 8% for those less exposed stocks.
And I can cut it a bunch of different ways.
It's just you get the same answer.
Basically, those companies are the ones that are moving the market more than the more domestically focused ones.
Oh, yeah, there's plenty of plenty of exceptions.
I mean, IBM is that is a huge exception.
Right.
It's one of the worst performers in the Dow this year.
And it's a company that has lots of exposure overseas.
So it's not like a panacea.
Showing 1061–1080 of 1,185 · page 54 of 60
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