TME Weekend: Lowest in 20 years

Who is hot & who is not over the past 70 days

Sector and industry group returns since March 8th.

Source: FactSet

Concentration

Source: Goldman

Lowest in 20 years

How long can AI carry the world?

All CB curves topping out

Source: Haver

The rallies in 2000-2002

Not expensive on "next year"

Source: Goldman