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The Kobeissi Letter
The Kobeissi Letter|10月 10, 2025 01:00
US stocks are DOMINATING global equities: The US information technology sector has recorded a +588% increase in EPS since the pre-2008 peak, the most among any other sector. By comparison, world tech stocks excluding the US have seen a +203% increase, or nearly 3 times less. During the same period, US discretionary stocks have posted a +317% surge in net income, 10 times more than their world counterparts. US healthcare earnings have risen +288%, nearly 4 times more than the +78% increase in world ex-US. US industrials have beaten the rest of the world by 2 times, growing their earnings by +124%. Corporate America dominates global profit growth.(The Kobeissi Letter)
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