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14 Nov 2023

Tech relative to small caps JUST hit the highest level EVER seen This ratio is higher than even the peak of the Dot Com bubble

Source: Game of Trades

13 Nov 2023

2023 has been the polar opposite of 2022:

-Worst performing areas of the equity market in 2022 (Nasdaq/Tech/Growth) have been the best performers in 2023. -Best performers from 2022 (Energy/Value/Equal Weight) have been the worst in 2023. Source: Charlie Bilello

13 Nov 2023

Microsoft $MSFT has joined Apple $AAPL as the 2nd individual company that has a bigger market cap than the combined market cap of all stocks in the small-cap Russell 2,000:

Source: Bespoke

8 Nov 2023

The growth rate of capital being poured into retail money market funds (MMFs) is at its highest level in several decades

Retail MMFs recently surpassed $1.6 trillion; a record high. Source: Koyfin @KoyfinCharts

6 Nov 2023

⚠️BREAKING: *SOUTH KOREA TO RE-IMPOSE STOCK SHORT-SELLING BAN THROUGH JUNE

Source: www.investing.com

3 Nov 2023

The Fed's balance sheet hit its lowest level since May 2021 this week, down $1.1 trillion from the peak in April 2022

Annual changes in the Fed's balance sheet since 2002 by Charlie Bilello

2 Nov 2023

JP Morgan Asset class and style returns by year + October returns

Despite a pullback in October, Growth stocks continue to lead in 2023 by a big margin

1 Nov 2023

Orange juice hit another all-time high this week

Source: Tradingview

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