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7 Nov 2024

Nvidia is once again the most valuable company in the world.

Surpassing Apple and underscoring just how dominant AI has become on Wall Street. Nvidia's largest customers reported last week and explicitly stated that supply, not demand, remains a constraining factor. Source: HolgerZ, Bloomberg

6 Nov 2024

A Split Congress Tends To Be The Best For Stocks

This year will be the 13th year in a row stocks didn't fall when there was a split Congress. Source: Carson, Ryan Detrick, CMT

6 Nov 2024

New York Post Cover

Pretty well overall, but also up the past five elections. Source: Carson, Mike Zaccardi, CFA, CMT, MBA

6 Nov 2024

Some Trump trades really going for the extreme...

Russell futures vs the 10 year trading with a gap not seen in ages. Source: The Market Ear

5 Nov 2024

$SPY Price Action Around Elections

In the last three election cycles, we've seen risk-off behaviour before the vote, followed by a strong rally in the weeks that follow. This year’s pattern is shaping up similarly, will history repeat? Source: TrendSpider @TrendSpider

5 Nov 2024

Traders have built the largest long US Equity Futures position in history, now worth more than $300 Billion

Source: Stocktwits

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

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