S&P 500 profits are likely to become far more cyclical and sensitive to the technology sector because the representation of hardware within the index has been dramatically increased, contrary to the narrative of a diversified index.
forecastpending
Speaker
Mike GreenEvidence Quote
“the profits of the S&P 500 are likely to become far more cyclical and far more sensitive to the technology sector. Um, primarily because we've dramatically increased the representation of hardware within the index.”
Created: 8/12/2026, 6:11:43 PM
My Notes
Loading notes...