Ankur Tripathi
Market Analyst
Ankur Tripathi is a Market Analyst at HeyTheo covering macro trends, trade policy, and index concentration. He writes explainers that translate market jargon — “priced in”, concentration risk, tariff impact — into what it means for a portfolio.
3 articles on HeyTheo
Articles by Ankur Tripathi
Stock Market Concentration Risk: Why Seven Stocks Now Move “The Market”
About a third of the S&P 500 now sits in seven correlated stocks. What concentration risk means, and how to see how exposed you really are.
Ankur Tripathi
Market Analyst
Jul 27, 2026
“Priced In” Explained: Why Big News Often Barely Moves the Stock Market
Why a big, widely-expected announcement can land and the market barely reacts — and how to tell what is already priced in before it happens.
Ankur Tripathi
Market Analyst
Jul 27, 2026
Trade War Illusion: Why the Headline Stocks Rarely Take the Damage
How do trade disputes affect stock prices? Discover why the damage rarely lands on headline companies like Boeing or Airbus, and where the risk actually shifts.
Ankur Tripathi
Market Analyst
Jul 22, 2026