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  1. Sep 30, 2026what is interesting is that in mid-caps (and also in small-caps) the weight of the tech is…
  2. Sep 30, 2026$XLK, the technology, is +34.7% YTD. So when you see S&P500 and Nasdaq-100 returns, rememb…
  3. Sep 30, 2026Nasdaq-100 excl technology is -2.6% YTD
  4. Sep 30, 2026S&P500 excl technology is only +3.8% YTD
  5. Sep 30, 2026"The differential between credit spreads and equity volatility ($VIX) is one of the widest…
  6. Sep 30, 2026Blanc Charts pinned a photo
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