Prof G Markets · Monday, June 29, 2026
An analysis of the first half of 2026 indicates that an equal-weight S&P 500 index has outperformed the market cap-weighted index. This suggests that companies outside the top 10 by market capitalization have shown stronger performance.
“My prediction that, uh, you know, single-digit growth returns. So far, that prediction isn't correct, though I will hold to it at the end of the episode.”
“Um, some of the more specific predictions I made. I thought that the equal weight S&P would outperform. That you basically have outperformance from the rest of the S&P aside from the top 10. So far, that is true. Yes, it certainly is.”