These are the S&P 500’s top 10 performers based on year-to-date (YTD) performance:
1. 🇺🇸 Sandisk Corporation (SNDK): 317% 2. 🇺🇸 Lumentum Holdings (LITE): 139% 3. 🇺🇸 Western Digital (WDC): 134% 4. 🇺🇸 Intel Corporation (INTC): 124% 5. 🇺🇸 Ciena Corporation (CIEN): 123% 6. 🇺🇸 Teradyne (TER): 116% 7. 🇺🇸 Seagate Technology (STX): 113% 8. 🇺🇸 Coherent Inc. (COHR): 101% 9. 🇺🇸 Vertiv Holdings (VRT): 100% 10. 🇺🇸 Comfort Systems USA (FIX): 85% Source: Stocks World
Market based inflation expectations are rising across the curve (1,2,5,10 year).
Source: Bloomberg, RBC
42% of the S&P 500 companies report earnings this week
Source: zerohedge, BofA
Globally, less than 5% of the MSCI All-Country is at 52-week highs (despite the index at ATHs)
Source: Bloomberg, David Ingles
The US government is accepting donations to pay off its $39 trillion debt.
If someone donated $1 million every single day it would take 106,849 years to pay it off. Human civilization is only 5,000 years old. Source: Bull Theory, FRED
Defense stocks are getting crushed during this war.
Source: Jim Bianco, Biancoresearch, Hedgeye
Hard to believe these numbers are month to date gains...
Source: TrendSpider
On March 30, the S&P 500 was down 7% in 2026, the 12th worst start to a year in history.
After one of the biggest 4-week rallies ever, it's now up +5% YTD and above the average year at this point in time (+3%). There is no impossible in markets. Source: Charlie Bilello
