• Tom Lee's Equity Strategy
Fri July 24, 2020

It was a rough week with S&P 500 down 0.3% and with the carnage in the mega-caps. There’s a growing chorus the S&P 500 is significantly distorted by the outsized market cap of the Big 5 tech names (AAPL, MSFT, AMZN, FB, GOOG), now a...

S&P 500 Mega-Caps Not in a ‘Bubble’; Big EPS = Big Mkt Cap