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Tech Stocks are now outperforming the rest of the S&P 500 by the largest margin in history

00:01 - 09/10/26

 

The cost of hiring an oil tanker on the benchmark trade route has soared to $1.33 million per day, the most expensive in history

  

The S&P 500 has never been more concentrated in just three stocks than it is today with Nvidia, Apple, and Microsoft representing over 21% of the index

 

US real estate stocks are now at their lowest level ever relative to the S&P 500, erasing all of their relative outperformance from the early-to-mid 2000s housing bubble

 

 

Global 10Y+ bond yields are the highest since 2002

 

 

 

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