Stephanie Link
speaker
1,013 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Stephanie Link’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
It drove 90% of the returns on average.
This year, which it's kind of interesting that – now, last couple of days, we've seen a little bit of –
this is a funky stuff that goes on around the quarter end.
So I don't really pay too much attention to it, but this year we've actually seen the S and P equal weight do better than the S and P market weight, which means exactly what you just said.
The four 93 are now starting to catch up to the max seven.
And the reason, and that's like financials and materials, energy, healthcare, other sectors are doing really well and,
And tech has taken a breather other than semiconductors because they're on fire.
But mag sevens have taken a breather because as an investor, you make money when you see better earnings growth, right?
I mean, our friends back in the day taught us this a long time ago.
Stocks follow profits on the way up and on the way down.
So if earnings are going higher, stocks usually follow.
And then if they're going lower, they usually follow.
And
What happened with the MAG-7 is that they're spending all this money, they're eating into their cash, into their free cash flow, and you don't necessarily make a lot of money when companies are heavily investing.
We want them to invest for the long term.
However, you don't get that positive operating leverage.
So you have revenue growth, but you don't get margins.
Margins become depressed and compressed because you're spending so much.
And so you don't have as aggressive earnings growth.
And that's what's happening with the MAG-7.
Showing 161–180 of 1,013 · page 9 of 51
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