2 Aug 2023
August SP500 seasonality
Source: Bloomberg
2 Aug 2023
The Top Performing S&P 500 Sectors Over the Business Cycle
Source: Barchart, Markets in Minute
2 Aug 2023
If the S&P500 is going to take a well-deserved break, this would be a perfectly logical time in the cycle for that to happen according to S&P 500 pre-election cycle
Source: J-C Parets
31 Jul 2023
The S&P 500 Technology sector forward P/E to that of the SP500 is not as expensive as it was during the Internet bubble
However, the PEG ratio (forward PE divided by consensus long-term EPS growth rate) is roughly at the same level. Source: Game of Trades
31 Jul 2023
The SP500 is now 5% higher than where it was when the Fed started hiking rates in March 2022. $SPX
Source: Charlie Bilello
31 Jul 2023
What moves stock prices
Source: Brian Feroldi
28 Jul 2023
With 46% of companies reported, S&P 500 Q2 GAAP earnings per share are up 7% over the last year, the highest YoY growth rate since Q4 2021.
Source: Charlie Bilello
28 Jul 2023
US Treasuries sold off yesterday and are now on the verge of a breakdown from support
The chart below courtesy of Crescat Capital / Tavi Costa is a reminder of the divergence between rising yields and the highly valued Nasdaq index. Is this divergence sustainable? Source: Bloomberg, Tavi Costa
