No. of Recommendations: 8
Like the economy, the U.S. stock market is alarmingly top heavy. The average Mag 7 stock returned 22.7% in 2025, outperforming the 17.9% gain for the S&P 500, which outperformed the 11.4% increase for the equal-weighted S&P 500, which outperformed the 6.0% gain for the S&P SmallCap 600, which outperformed the 4.8% gain for the equal-weighted version of that benchmark.
Despite a strong year for equities, nearly half of U.S. stocks were down, and some ate dirt in a major way. These names drifted into a deep bear market despite overall euphoric investor sentiment. The bottom fifth of stocks in the Russell 3000 had a median loss in 2025 of 40.0%. For small caps (Russell 2000), the bottom quintile median return was -45.3%!
How dare you bring investing onto this investing site!
No. of Recommendations: 3
The dum dum investment advisor performed poorly compared to his small cap index fund bench marks and now he is whining.
Stock market returns are not normally distributed and never have been. I believe 100% of all stock market returns in the USA have come from about 4% of all stocks. Most stocks return less than treasuries.
There is nothing new about this and certainly nothing "alarming."
We know he is a super dum dum because his newsletter injects irrelevant politics into his pseudo-investment analysis.
He is just appealing to the Leftist wealthy liberal dum dums that he perceives to be his target market.
You know--YOU guys.
The dum dums.
