Jonathan Todd on Mythryl: “Good day to post given some pretty brutal stock performances today…”

@yontodd.substack.com

Good day to post given some pretty brutal stock performances today ($CRWV, $ORCL, etc)... It’s not just "Mag 7 vs the 493," it's just as much about the market's ruthless sorting mechanism dictated by the cost of capital yontodd.substack.com/p/the-one-tr...

yontodd.substack.comThe one-trick economy: Cembalest’s 42-stock mirage and the real capital divideWhy Michael Cembalest’s 42-stock concentration data isn’t a 1999 bubble—it’s a capital sorting machine that ends when grid bottlenecks cool benchmark rates.

14/10/26, 3:46 pm0 reposts2 likes

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