Jessica Rabe
Co-founder, DataTrek Research
“Tech just beat the S&P by 29 percentage points over the prior 50 days on June 2nd. That's over a 6 standard deviation event and the most extreme reading in our data set by a wide margin.”
“Tech beat the S&P by 29 percentage points over the prior 50 trading days on June 2, which was over a 6 standard deviation event and the most extreme reading in this data set by a wide margin.”
“The five semi names are up an average of 168% year to date. The Mag 8 is up just 4 and a half percent year to date. After triple digit advances, the bar for them to keep outperforming is just far higher than it was six months ago.”
“Both losing years share the same root cause: a Fed rate shock. So 1994's 3% pullback and 2022's 33% decline both came from the Fed hiking rates.”
Jessica Rabe
One-line summary: DataTrek Research co-founder; quantified the June-2026 6-standard-deviation tech-vs-market outperformance event.
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Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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"Tech just beat the S&P by 29 percentage points over the prior 50 days on June 2nd. That's over a 6 standard deviation event and the most extreme reading in our data set by a wide margin." — 2026-06-08-podcast-the-compound-and-friends-nick-colas-and-jessica-rabe-on-the-6-standard (2026-06-08)
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On semi-revision-exhaustion-to-mag8-rotation:
"Tech beat the S&P by 29 percentage points over the prior 50 trading days on June 2, which was over a 6 standard deviation event and the most extreme reading in this data set by a wide margin." — 2026-07-13-podcast-the-compound-and-friends-the-number-one-question-facing-investors-how-the (2026-07-13)
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On semi-revision-exhaustion-to-mag8-rotation:
"The five semi names are up an average of 168% year to date. The Mag 8 is up just 4 and a half percent year to date. After triple digit advances, the bar for them to keep outperforming is just far higher than it was six months ago." — 2026-07-13-podcast-the-compound-and-friends-the-number-one-question-facing-investors-how-the (2026-07-13)
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On us-recession-resistance-regime:
"Both losing years share the same root cause: a Fed rate shock. So 1994's 3% pullback and 2022's 33% decline both came from the Fed hiking rates." — 2026-07-13-podcast-the-compound-and-friends-the-number-one-question-facing-investors-how-the (2026-07-13)
Sources
- 2026-06-08-podcast-the-compound-and-friends-nick-colas-and-jessica-rabe-on-the-6-standard
- 2026-07-13-podcast-the-compound-and-friends-the-number-one-question-facing-investors-how-the
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