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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: Labadal ✭  😊 😞
Number: of 6131 
Subject: Re: Non-Mag7 screen
Date: 08/14/25 5:47 PM
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No. of Recommendations: 3
Right now the giants have been the place to be, for a long time. The concentration is getting worrisome for those who believe in any degree of normalcy returning, but the market can remain (what some would call) irrational for longer than you can stand it. If they remain the only place to "keep up" and do well, then switching away from them too early is the same as being wrong--you risk a long stretch of underperforming...

Mike Green at Simplify Asset Management has been making the rounds with an interesting theory. The upshot is that, due to passive/active market dynamics, he expects the giants to continue to get more and more overvalued until some point when it stops, which could mark a sudden dramatic reversal.

Here's a recent interview of Green:
YouTube: The Trillion Dollar Trap | Mike Green on Passive Investing's Fatal Design Flaw (Excess Returns)
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This community has written 6,106 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
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