2.19.2013

02-19-2013 | Cause for Pause

As much I cleave to the "WE DON'T DO NEWS" ethos that disdains merely relaying the memes du jour, once in awhile, the news gets the best of me. Yesterday was such: Zero Hedge floored me with their casual revelation that nearly half of the entire value of the S&P 500 index rests solely in the top 20 stocks.

Number fiends can click to enlarge:



In other news, Innovation Patterns readers will certainly appreciate this concise and remarkable report from the dark lords of Bain Capital: Trillion Dollar Growth Trends to 2020.

We will return to our usual atemporal dance through the mind fields tomorrow morning at 5:55 am sharp. Thank you for indulging me.

5 comments:

  1. Similar to the situation with start-ups: one or two will make up the lionshare of returns for venture capitalists and start-up incubators.

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  2. On Bain's report:

    Here's another report on human capital shortage. Boomer's are retiring and creating a large gap in skilled areas:
    http://colonyofcommodus.files.wordpress.com/2013/02/2010_global_shortage_survey_results_a4_lo.pdf

    ReplyDelete
  3. Damn, thanks for that! Great find.

    ReplyDelete
  4. My interest is in the discipline itself, not buying a toaster to do my thinking for me. But, thanks.

    ReplyDelete