Only 7 of 50 themes outperformed in January despite a 1.6% return for the S&P 500. Small-caps are impacting themes. While S&P 500 Technology was up 3.9% in January, S&P 600 Technology declined 4.2%. Tech theme outperformance led by Titans continues to be the narrative for 2024, though extreme optimism is making us very uncomfortable.
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