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JUST IN: Market concentration has now reached 2000 Dot-com bubble levels. Technology, telecom, and healthcare sectors' share in global stocks reached a record 45% in July 2024. Over the last 4 years, this share has jumped by ~10 percentage points, exceeding the previous… https://t.co/7LjA95JSnZ

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The Kobeissi Letter@KobeissiLetter

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