23 Jan 2024
India’s stock market has overtaken Hong Kong’s for the 1st time in another feat for the South Asian nation whose growth prospects & policy reforms have made it an investor darling
Source: Bloomberg, HolgerZ
23 Jan 2024
As of January 19th, NVIDIA $NVDA and Microsoft $MSFT had accounted for about 75% of the S&P 500's gain this year, while the 20 largest stocks in the index accounted for 110% of the index's upside move
The remaining ~480 stocks were acting as a drag. Source: Bespoke
23 Jan 2024
Thought of the day
Source: Asif MajidAsif Majid
23 Jan 2024
Only a tiny fraction of the world owns bitcoin, and after the halving in April, only 1.3125/21M btc will be left to be mined
Source: Walker
23 Jan 2024
The put/call ratio is as low as at the DotCom peak
Source: The Daily Shot, WinSmart
22 Jan 2024
As stocks hit all-time highs, hedge funds are massively shorting stocks Goldman trading desk: "equity skeptics have piled on short bets
Per our Prime Team, shorts outpaced longs by 2:1 this past week, and 3:1 YTD. " Source: Goldman Sachs, www.zerohedge.com
22 Jan 2024
More to come for semiconductors? The chart below shows a 24-yr base breakout for semiconductors RELATIVE to the S&P 500 $SOX $SPX
Source: Steven Strazza
22 Jan 2024
10-Year Treasury Largest Short Position in History 🚨: Hedge Funds are now short more than 889,000 contracts on the 10-Year Treasury, the largest 10-Year Treasury short position in history
Source: Barchart
