Our readingWhat is a korrent?
Rising concentration in the stock market is a feature of bull markets rather than a warning sign.
Drawn from what Ben Carlson said
Subjectstock market
What this subject means
stock market Equities as a whole: what returns have been, whether prices carry information, and what attention does to them.
In the views oninvestingunder our view: A portfolio is something to be held through a cycle, not predicted