Happy Friday!

Since 2021, the Mag 7 has outpaced the rest of the S&P 500 in earnings growth. However, that seems to be changing.

Meanwhile, U.S. households are diversifying their savings across multiple account types.

We’re covering both of those topics in today’s Weekly Digest… and in case you missed them, here is a quick recap of what we published over the past few days: 👇

➡️For the past few years, the Magnificent Seven has outpaced the earnings growth of the rest of the S&P 500. That dynamic is about to change. Here’s why.

➡️Investors punished this French energy technology firm for making the biggest bet in its 190-year history. Uniform Accounting reveals why investors might be mistaken in their reaction.

➡️Investors tend to punish companies during market panics. However, not every company deserves to be punished alongside weaker ones, creating opportunities within the collateral damage.

➡️Financial advisors rely on sharp thinking and sound judgment, but both can suffer when heavy workloads take a toll. Here’s what advisors need to do to stay productive and successful despite their busy schedules.

Here are other pieces of news and information you might find useful:

• Latest data from H&W reveal that U.S. households control $102 trillion in investable assets. Of that total, taxable assets account for $66 trillion while retirement accounts make up $36.5 trillion, signaling a shift in how households approach savings.

• Financial advisors who run their own websites and client portals should take note. A newly discovered vulnerability in PHP, the programming language behind more than 70% of websites, could let hackers steal sensitive data from unprotected servers.

That’s all for today’s Weekly Digest. See you next week!

Best regards,

Joel Litman & Rob Spivey
Chief Investment Officer &
Director of Research
at Valens Research

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