WTF Tech? Communication Services ETFs Are Eating Our Lunch! (And It's Hilarious)

Reality Check: Did We Just Get Beat?

Okay okay settle down we have a situation. Apparently while we were busy colonizing Mars and building Neuralink some *other* sector decided to get all ambitious. The audacity! I'm talking about Communication Services. Yes *Communication Services*. The sector that's supposed to be you know delivering your cat videos and political rants. Turns out they're making more money than us...at least according to the S&P 500's performance this year. It's like discovering your pet hamster is suddenly a chess grandmaster. 'What the actual…?' as I believe the kids are saying. Did not see that coming!

Meta and Netflix: The Unlikely Heroes

So what's their secret sauce? Well it seems Meta and Netflix are doing the heavy lifting. Meta defying all expectations of a dystopian metaverse future that nobody asked for is actually *up* this year. And Netflix? Apparently everyone is still binge watching stuff. Who knew? Alphabet bless its heart is lagging behind. Classic Alphabet. Always experimenting with something that's three years ahead of its time while everyone else is you know making money. It's like trying to explain Dogecoin to your grandma. 'No Grandma it's not actual money. It's...complicated.'

Apple's Headwind: An Epic Fail?

Meanwhile back in Tech Land Apple is facing a 'headwind.' A headwind! That's like saying the Titanic had a 'slight navigational issue.' It's down 18% this year! Eighteen! Maybe they should try launching a *new* product instead of just releasing the same phone with a slightly different camera. Just a thought. As I always say 'Some people don't like change but you need to embrace change if the alternative is disaster.' And let me tell you that disaster is starting to look like an Apple store on Black Friday.

The Equal Weight Advantage: Not Just for Breakfast Anymore

And get this: even the *equal weight* Communication Services ETF is crushing it! I mean come on! Equal weight? That's like saying everyone gets a participation trophy. But hey if it works it works. Although in my world we aim for *unequal* results preferably with me owning most of the outcome. More pie for me please!

International Exposure: The Final Frontier (For Returns)

Hold on there's *more*. Apparently Communication Services ETFs with exposure to *international* stocks are doing even better! Who knew investing in the rest of the world could be a good idea? It's like discovering that there are in fact people outside of California and Texas. Mind. Blown. Makes you wonder if we should start mining asteroids *outside* of Earth's orbit. Hmmm...note to self...

Time to Re Evaluate: Maybe With a Flamethrower?

So what's the takeaway here? Well it's simple: the market is insane. It's like a bunch of monkeys throwing darts at a stock ticker. But also maybe we should pay attention to what's happening outside of our little tech bubble. Maybe Communication Services is onto something. Or maybe it's all just a fluke. Either way I'm keeping an eye on it. And if they start getting *too* successful well let's just say I know a guy who knows a guy who sells flamethrowers. Just kidding...mostly. I'm all about creative destruction. Now if you'll excuse me I have a rocket to launch.