5 Nov 2024
Markets are pricing a large move on Nov. 6th
Source: Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi
4 Nov 2024
Semiconductor Stocks $SOXX have broken below the 200D moving average for only the 3rd time this year - Uh Oh
Source: Barchart
4 Nov 2024
Last 3 years:
Gold +52% $QQQ +28% Source: Mike Zaccardi, CFA, CMT, MBA
4 Nov 2024
The biggest driver of US equity demand has been buybacks, with $5.5T of purchases since 2000
Source: Markets & Mayhem, Bloomberg
4 Nov 2024
🏇 The race to $4 Trillion...
Apple $AAPL $3,369,000,000,000 NVIDIA $NVDA $3,320,000,000,000 Microsoft $MSFT $3,051,000,000,000 Who will be the first to hit $4 trillion market cap? Source: Trendspider
1 Nov 2024
Halloween Day Massacre $SPY
$953 BILLION was wiped out from the US stock market yesterday. Bloomberg, WallStreetbets
1 Nov 2024
😱 Do you remember Beyond Meat ?
Source: Radar
1 Nov 2024
Despite talks of de-dollarisation, America dominance has never been that strong:
• US stock exchanges capture more than half of global free-float market capitalisation • US share of global stock market is 2.3 times its share of global GDP — the highest-ever ratio Source: Agathe Demarais @AgatheDemarais
