22 Jul 2024
Bitcoin has decoupled from its strong correlation with tech overall in the last two weeks...
Source: Bloomberg, zerohedge
22 Jul 2024
This is not a Trump trade but rather a "soft landing trade" => Stocks have rallied on the prospects of a soft landing for the economy
Source: Edward Jones
Stocks have rallied on the prospects of a soft landing for the economy">
Stocks have rallied on the prospects of a soft landing for the economy">
Stocks have rallied on the prospects of a soft landing for the economy">
Stocks have rallied on the prospects of a soft landing for the economy">
Stocks have rallied on the prospects of a soft landing for the economy">
22 Jul 2024
THE Qs GET CRUSHED
$QQQ Worst one-week decline in over three months. Source: Trend Spider
19 Jul 2024
Equal weight S&P 500 (ETF $RSP) is considerably cheaper than the market cap weighted ETF, just as we may see earnings growth broaden out to a wider swath of companies.
Does that spell opportunity? Source: Markets & Mayhem, GS
19 Jul 2024
Meanwhile: The tech sector now represents 44% of the S&P 500 index when including Amazon, Alphabet, and Meta.
The pendulum has probably swung too far in one direction, and investors are running out of ideas to justify these historical distortions. Source: Tavi Costa, Bloomberg
18 Jul 2024
Will this time be different?
Source: BofA
18 Jul 2024
⚡ The carnage is real.
Yesterday was Nasdaq 100 $QQQ worst day since December 2022. Source: Trend Spider
18 Jul 2024
The biggest outperformance of small-cap stocks over large-cap stocks, over a 5-day period, in history.
Data starts in 1978 Source: Jim Bianco
