The Kobeissi Letter(@KobeissiLetter):Tech returns are nearing 2000 Dot-com levels: The information technology sector has returned an average of +9% per year over the last 10 years, the best performance of any US sector. This annualized return has doubled since the 2020 pandemic. This also matches the peak performance of the communication services sector during the recovery from the 2008 Financial Crisis. By comparison, tech stocks delivered a 10-year annualized return of +13% during the 2000 Dot-Com Bubble. The IT sector has now been the best-performing US sector for 7 consecutive years, the longest streak since the 1960s. Tech continues to rewrite market history.

2026.07.19 19:52

Tech returns are nearing 2000 Dot-com levels: The information technology sector has returned an average of +9% per year over the last 10 years, the best performance of any US sector. This annualized return has doubled since the 2020 pandemic. This also matches the peak performance of the communication services sector during the recovery from the 2008 Financial Crisis. By comparison, tech stocks delivered a 10-year annualized return of +13% during the 2000 Dot-Com Bubble. The IT sector has now been the best-performing US sector for 7 consecutive years, the longest streak since the 1960s. Tech continues to rewrite market history.