3 Dec 2024
Interesting analog regarding Trump 1.0 vs Trump 2.0 from NDR.
S&P 500 rallied after both elections.
2 Dec 2024
$1.1 trillion into US stocks so far in the roaring 20s.
Source: BofA via @ackmeni via Mike Zaccardi, CFA, CMT, MBA
29 Nov 2024
Which assets are most correlated to the USD?
The U.S. dollar (USD) has weak correlations with major U.S. equities like the S&P 500 and Apple 💵 Source: @OANDA and Visual Capitalist https://lnkd.in/eFccw27e
29 Nov 2024
🚨INSTITUTIONAL INVESTORS HAVE NEVER BEEN MORE BULLISH🚨
Asset managers, leveraged funds and other investors net LONG positioning in the S&P 500 exceeded 240,000 contracts, the most on record. This is DOUBLE the amount seen in 2021 before the bear market started. Euphoria is an understatement. Source: Global Markets Investor
29 Nov 2024
OUCH! French stocks are set for their worst under-performance against European peers since 2010 as a budget standoff threatens to topple the govt.
Source: BBG, HolgerZ
29 Nov 2024
On an inflation-adjusted basis, including dividends, European stocks are up 2% in the last 17 years.
Source: Mike Zaccardi, CFA, CMT, MBA
28 Nov 2024
Wow! JPMorgan's S&P 500 target for the end of 2024 was 4,200. For 2025, it's now 6,500
Source: Trend Spider
28 Nov 2024
US households have not been this giddy on stocks in decades.
Source: The Daily Shot
