Market Extremes: Staples Cheap, Large Caps Shrinking

Callum_Thomas
12-09

1.Consumer Staples extreme cheap vs the index.

Some would say this is an opportunity.

Others would say this is the type of thing you see at the top (n.b. notice where it traded at the dot-com bubble peak vs the 2009 financial crisis lows).

2.Shrinking Large Caps!

Large caps (i.e. the S&P500 $S&P 500(.SPX)$ -- excluding the top 100 mega-caps) market cap weight has shrunk to the smallest % on record.

Still much larger than small and mid caps, but another sign of the times in these lop-sided markets (which are rich in price & opportunity

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