Technology stocks now reflect a record ~25% of all equity fund assets.
— The Kobeissi Letter (@KobeissiLetter) September 5, 2023
Just 8 years ago, technology stocks only reflected just ~9% of all equity fund assets.
Meanwhile, 5 stocks currently account for ~70% of the Nasdaq's gain this year.
Technology stocks have become the… pic.twitter.com/0pAa8tfWzh
Insightful stablecoin guidance going forward from Cornerstone
https://www.crnrstone.com/gonzobanker/stablecoins-what-community-banks-need-to-know-and-do-now?utm_campaign=40539196-Gon...

