Seeking Alph (April 18)
“This year’s stock market rally has continued to be a story of strong mega-tech performances. Yet, most of the Magnificent 7 are overvalued compared to their sectors,” and Deutsche Bank’s Jim Reid has pointed out “that today’s Mag 7 are bigger than the entire Chinese market, double the size of the Japanese market, and over four times the size of the UK market.”
Tags: Chinese market, Deutsche Bank, Japanese market, Magnificent 7, Mega-tech, Overvalued, Rally, Reid, Sectors, Stock market, UK market
Markets Insider (February 8)
“The takeover of passive and algorithmic trading has made value investing significantly harder, with overvalued stocks now more likely to win out.” The shift from actively managed investment has “led to fewer investors trading on the merits of individual stocks, making it harder… to find undervalued companies that will eventually close the gap between them and the rest of the market.”
Tags: Actively managed, Algorithmic trading, Investment, Investors, Market, Overvalued, Passive, Stocks, Takeover, Undervalued, Value investing
