Mega-Caps Hog 42% of Cap-Ex: The Hidden Concentration Risk Your Model Ignores
Cap-Ex Skew Is Now a Systematic Exposure The 2025 capital-expenditure ledger of the S&P 500 shows an extreme tilt: the…
Cap-Ex Skew Is Now a Systematic Exposure The 2025 capital-expenditure ledger of the S&P 500 shows an extreme tilt: the…