Tech Sector's Run-Up and Potential for Cyclical Rebound

The chapter delves into the recent run-up of the tech sector in November and its potential for continued growth. It discusses the impact of declining global bond yields, the dominance of tech stocks, and the expectation for a rotation towards neglected sectors. Additionally, the chapter explores the strategy of investing in the technology sector through equal-weighted benchmarks and rebalancing towards smaller capitalization and cheaper valuations.