Market Index or Mega-Cap Tech Index?

June 30, 2023

In 2015, IT companies were two of the S&P 500 Top 10; today, they’re the largest seven. They are now 28%; in 2015, the Top 10 amounted to only 17%. This marks a new phase for the index, with a new set of factors impacting its character.

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70. Commodity Inflation

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