Europe and China both look to be close to temporary outperformance vs. US

Divergence between the top performing stocks within Technology and the broader market continues to be one of the most discussed topics of 2024.   Performance disparity has reached extreme levels.  Yet, this doesn’t necessarily imply a large selloff is imminent.  A broadening out in performance can also happen to allow sectors to play catchup to recent large-cap Technology performance, and this seems to have started...

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