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“The IT sector now accounts for ~38% of the MSCI USA Index, which tracks large and mid-cap stocks of the US equity market, covering ~85% of the US market cap.”
@KobeissiLetter · The Kobeissi Letter
IT sector at ~38% of MSCI USA Index, up +15pts in 4 years — structural weight expansion drives continued index-level tech outperformance.
XYZ100LONG@ $30,887.77
$28,101.05-9.02%
since call Jun 20
in postLONG
“The IT sector also accounts for ~44% of the MSCI EM Index, which covers large and mid-cap stocks across 24 emerging market countries, representing ~85% of each ”
@KobeissiLetter · The Kobeissi Letter
IT sector surged to ~44% of MSCI EM Index, more than doubling since 2022 — EM tech is the fastest-growing weight in global benchmarks, led by Korea and Taiwan.
EWYLONG@ $214.56
$156.57-27.03%
since call Jun 20
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