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23 Jan 2024

The world's top 5 stock markets by market-cap. It has been a one-man show by the US

Note that India is moving into 4th position Source: Bloomberg, Michel A.Arouet

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

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