Monday, September 15, 2025

A Riskier and More Concentrated Stock Market

The Market’s Riskier Than It Used to Be—and Investors Love It
https://www.wsj.com/finance/stocks/the-markets-riskier-than-it-used-to-beand-investors-love-it-8eecddc2
Concentration and groupthink will be a problem at some point, but good luck getting stock buyers to pay attention now.
 
Wall Street’s ‘Run It Hot’ Trade Powers Stock Records
https://www.wsj.com/finance/stocks/stock-trading-records-run-it-hot-74eddc91
The Federal Reserve is expected to cut rates this coming week and some are betting on a new burst of economic growth.
 
The Quiet Force Imperiling Our Booming Stock Market
https://www.nytimes.com/2025/09/15/opinion/stock-market-corporate-governance-ipo.html
Over the past 30 years, the number of companies that sell shares on markets such as the New York Stock Exchange and Nasdaq has fallen by roughly 50 percent. Fast-growing big-name companies like Anthropic, SpaceX, Databricks and Anduril — companies that in all likelihood would have gone public in the previous decade — are choosing to remain private instead. 

Why are stocks setting records when the economy feels down in the dumps?