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
18 Jul 2024
The NYSE A-D Line keeps making new highs. The US equity bull market is not just 7 stocks.
It's not just Tech. And it's not just large-caps. Yes some correction and rotation can take place from time to time. But it remains a bull market until proven otherwise. It's just a bull market... And it has been for over 2 years now. Source: J-C Parets
