EPISODE · Jun 29, 2026 · 16 MIN
The Great Rebalancing: Part II
from The Weekly Insight · host Andrew Dorr
The Magnificent 7 are down over 10% since October 29th. The other 493 stocks in the S&P 500 are up nearly 15%. That's a 25-point gap. And almost no one is talking about it.This week's Weekly Insight breaks down the eight-month rotation that's reshaping portfolios:→ Why "Technology" leading the sector charts isn't the Mag 7 comeback it looks like → The Q1 earnings number that looked like 52% growth, but wasn't → What a 33x vs. 20x P/E comparison tells you about where the value actually isWe called this in February. The data says there's runway left.Read more here: https://insightwealthgroup.com/the-weekly-insight-the-great-rebalancing-part-ii/
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The Magnificent 7 are down over 10% since October 29th. The other 493 stocks in the S&P 500 are up nearly 15%. That's a 25-point gap. And almost no one is talking about it. This week's Weekly Insight breaks down the eight-month rotation that's reshaping portfolios: → Why "Technology" leading the sector charts isn't the Mag 7 comeback it looks like → The Q1 earnings number that looked like 52% growth, but wasn't → What a 33x vs. 20x P/E comparison tells you about where the valu...
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The Great Rebalancing: Part II
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