Economy

Weekly Market Pulse: A Concentrated Bet

By |2024-06-17T07:07:21-04:00June 16th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

The S&P 500 reached a milestone recently. Or at least I think so. The technology sector, as of this week, is now 33.6% of the index. If you count the Communications sector as technology - and you should since 49% of the sector is Meta and Google - the allocation to technology oriented companies is 42.8%. The top 3 companies [...]

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