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Analyzing Market-Cap Weighting Distortion, Mega-Cap Concentration & Underlying Constituent Health
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Cap-weighted indices reflect aggregate shareholder capital value, while equal-weighted indices reflect the health of the average enterprise. Large positive divergence signals an index heavily carried by a handful of mega-caps.
Breadth measures how many individual equities participate in an index rally. A rising headline index alongside a falling Advance-Decline line indicates a classic 'bearish breadth divergence' that historically precedes market fragility.
HHI calculates the sum of squared weights of all constituent stocks. An HHI above 180 indicates pronounced index concentration, converting a diversified broad index into a de facto concentrated sector fund.