S&P 500 earnings have recently seen multiple sharp upward revisions.
This comes after 15 consecutive weeks of downside earnings revisions fueled by tariff fears. Overall, it seems that US corporations are actually coming out on the other side of these fears stronger. This is a tailwind for the stock market. Source: Bravos research
Dow Jones Industrials forms a Golden Cross for the first time since November 2023 🚨
The last one sent prices soaring 29% over the next 13 months 📈📈📈 Source: Barchart
Exactly at the same time last year, $ASML Q2 earnings miss ended the "AI" rally.
Will history repeat itself??? Source: Mac10
The sp500 yesterday
Source: Brew markets
Will the -500 days / + 500 days hashtag#trading strategy on bitcoin work again this time?
At the time of this writing, hashtag#Bitcoin 500 day strategy is still on track. 1) Buy Bitcoins 500 days Before Halving 2) Hold & Do Nothing 3) Sell 500 Days After Halving 4) Repeat Last halving was on April 20th. This would imply an intermediary top on the 17th of August 2025. Source: Mags @thescalpingpro
$VIX seasonality last 20 years.
If we are to see a spike, should be any day now. Just simply basing off seasonality. Source: Heisenberg @Mr_Derivatives
Pop n drop... Powell canned odds from 20% to 40% to 20%
Source: Mike Zaccardi, CFA, CMT, MBA
This is the 12-month return potential of some of your favourite AI-related stocks calculated based on spread between consensus price target and current share price.
Consensus seems to be missing the Palantir story, at least for now (this is a partial list) Source: David Ingles, Bloomberg
