TOPLEY'S TOP 10

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1. Equal Weight S&P 500 vs. Cap Weight Post Internet Bubble

From the end of 1999 through the end of 2001, the S&P 500 Equal Weight index returned more than 5% including dividends, according to data from Bespoke Investment Group.

Over the same stretch, the market-cap-weighted index lost about 20%.

That means investors who owned every company equally came out ahead while the tech-heavy index sold off.

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2. Semiconductor Earnings Watch…See 2000 Bubble on Chart

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3. 12-Month Rolling Change in Semiconductor Index

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4. META Operating Margins Since AI Buildout

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5. SpaceX/TSLA Merger…Who Gets Diluted?

The challenge of this mismatch is that SpaceX, being the larger company, would have to issue new shares equal to 92% of its current shares outstanding, thus diluting existing shareholders. Tesla shareholders would end up owning nearly half of the combined company, and with it nearly half of SpaceX’s future earnings.

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6. Money Shifted to Value Last 2 Weeks…BRK/B Breaks Out to New Highs

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7. MSFT Headcount Flat, Revs +500%

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8. Elite University Endowments vs. S&P 500

Elite Colleges Can Give You an Investing Lesson

Plus, bonds got their mojo back

By Spencer Jakab

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9. Almost All New Jobs Going to Women

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10. U.S. Population Growth by Decade

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