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BofA Hartnett: "top 5 stocks = 75% of S&P500 YTD gain
Top 3 tech stocks = 90% of tech sector YTD gain, US equity “breadth” currently worst since Mar’09". Source: BofA, TME
Will we soon see some relief on US wage inflation?
The US just experienced the largest population increase in a year ever. Mostly driven by the surge in immigration. Source: Tavi Costa
We're currently witnessing the longest period of U.S. equity outperformance in history.
But there's a cycle to everything, and international diversification is perhaps more important today than ever before. Source: Peter Mallouk
Apple $AAPL closed under the 200D SMA for the first time since October.
The $180 support area is key to watch. If it goes, could it take the rest of the market with it? Source chart: Trend spider
Median home prices are now contracting at levels NEVER seen in 60 years
Source: Win Smart
Cocoa Speculation Hits All-Time High
Speculative Traders have built a long position worth $8.7 billion in Cocoa, the largest in history. Source: FT, Barchart
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