We don't need more education...
…
Вместо поиска альфы инвесторы предпочитают много беты.
Просто. Быстро. Глупо.
Остальные подробности смотрите на графике $ARKK.
JPM:
With the market being driven the same megacap tech stocks, investors for the past few years had started to migrate away from being long all of the megacaps and have taken more of a bar-belled approach. This caused a lot of investors to hide in some of the high beta/growth names in an effort to beat their benchmarks. The issue now is that breadth remains poor, and everyone has been long names like ZM, TWLO and DOCU, and underweight a bunch of the megacaps that continue to drive the market higher; and that’s not to mention the TSLA and NVDA moves which have caught investors incredibly off-guard given their lack of exposure.