Maybe it's Not a Repeat of the 2000 Bubble

Comparing the Current Set Up on S&P Software Index With The Concentrated Breadth in 2000 - They Don't Look the Same

Nov 08, 2023

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Anxious investors are concerned with the current "narrow" and highly concentrated participation in the S&P 500, where the top 10 colossal companies wield market capitalization equivalent to the collective total of the bottom 417 constituents. Comparisons to the tech bubble of 2000 are surfacing, we believe it's worthwhile to delve into some comparative observations.

In the visual representation provided below:

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