Below are some of the most interesting things I came across this week. 

Investors chasing Big Tech stocks have pushed their weight in the overall stock market to an extreme, surpassing the peak set during the height of the Dotcom Bubble.

On the flipside of this trade are defensive sectors within investor portfolios which now make up the smallest share on record.

Reversals from such extremes can be more violent in the beginning and then more prolonged than most investors may expect.

They also can coincide with major macro shifts at times…

…which tend to act as an accelerant for a number of neglected asset classes.

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The AI Bubble Is Reaching A Tipping Point - Part II
The AI Bubble Is Reaching A Tipping Point - Part I
‘AI’s Year Of Disillusionment’