Maybe it's time to rethink how the S&P 500 is constructed 🤯

Plus a charted review of the macro crosscurrents 🔀

Some people were surprised to hear that I’m open to updating S&P Dow Jones Indices’ requirements for which companies are included in the S&P 500.

I think their methodology is very good. But I wouldn’t say it’s perfect. Most would agree that it has its weaknesses. And admittedly, I couldn’t tell you what perfect would look like.

I do know that rules are ra…