26 May 2025
🚨We've seen a HUGE reversion to the mean so far this year with Eurozone stocks UP 24% and International stocks overall are UP 14% while the S&P 500 is DOWN 1%.
This comes after 16+ years of US outperformance, the longest run in history. Source: Charlie Bilello
26 May 2025
Right smack in the middle of a 5 year channel...
Which side gets tested next? Source: Trend Spider
26 May 2025
The best performing stocks in the SP500 this year....
Source: Charlie Bilello
23 May 2025
SOLAR STOCKS CRASH AFTER HOUSE PASSES TRUMP TAX BILL ENDING 30% ROOFTOP CREDIT
$SEDG -19%, $ARRY -19%, $ENPH -17%, $FSLR -6% 😳 Source: Shay Boloor @StockSavvyShay
22 May 2025
HedgeFunds have added $25 Billion of short equity futures exposure over the last 3 COT reports, the largest increase AT LEAST the last decade 🚨🚨
Source: Barchart
22 May 2025
Mutual funds are 723bps underweight the Mag7
Source: Mike Zaccardi, CFA, CMT, MBA
22 May 2025
In case you wonder why stocks when down yesterday
BOND AUCTION FOR THE US 20-YEAR TREASURIES WAS UGLY Because of the lack of bidders…it caused the 20-year bond yield to surge to 5.1%. Stock markets didn't like it Source: amit @amitisinvesting
22 May 2025
Are rising bond yields the elephant in the room for equities?
Source: Trend Spider
