bunhill From early 2023 until the beginning of July, big tech stocks crushed the broader market, significantly outperforming high-yield sectors like utilities (XLU) and REITs (VNQ). Over that 18-month period, the Al boom took off. Rising interest rates and persistent inflation caused the market to be ooncerned about "higher for longer" interest rates, which would weigh significantly on the value and growth potential of bond proxy business models like REITs and utilities. VAI The Utlillies Select Sector SPDR ...