Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.

A Casino Society?

Business Week just ran an article (How Stocks Became the Game That Record Numbers of Americans Are Playing) that nicely brings together a number of thoughts that have been bouncing around in my head for a while. The essence of the article is...

10 Stocks represent 35% of the value of the S&P 500

Concentration

As shown below, almost 35% of the value of the S&P 500 is represented by just ten stocks (Microsoft, Apple, Nvidia, Amazon, Meta, Alphabet A and C, Berkshire Hathaway, Eli Lilly, and JP Morgan), a level of concentration that far surpasses the 27%...

Retail Therapy

My March 2023 blog, Retail Apocalypse-Not, poked fun at arrogant bankers and Wall Street analysts because they got it totally wrong with respect to the outlook for traditional retailing. As you will recall, the conventional wisdom from about 2015 through the end of...

The Japanese market has been on a tear lately

Phoenix

My February 2nd blog, The World’s Stock Markets, pointed out that the Japanese stock market was larger than that of the U.S. for a brief period in 1989 only to decline to second position today at 6.3%, well behind the U.S. share of...