22 Jul 2024
That was the highest weekly close in over 30 months for both Small-cap Growth and Small-cap Value
Source: J-C Parets
22 Jul 2024
US small cap funds see 2nd largest weekly inflow ever
Source: EPFR, BofA, Mike Z.
19 Jul 2024
BREAKING 🚨: Hedge Funds
Long/Short Hedge Funds suffered their worst day yesterday since the 4th quarter of 2022. Source: Barchart
19 Jul 2024
We just saw the largest selloff in the semi-conductors SOX index since the pandemic crash
It is taking place at the time valuations are at record high (see below price-to-sales in the chart underneath) Source: Bloomberg, Tavi Costa
17 Jul 2024
Russell 2000 $IWM is catching up with S&P500...
Russell 2000 is now up +11.3% YTD (with 10.3ppt has come in the last 5 sessions...) versus + for S£P 500 +19.35% YTD Source: Mike Zaccardi
17 Jul 2024
History was made yesterday! The Russell 2000 closed 4.4 standard deviations above its 50-day moving average.
No other major US index (Dow since 1900, S&P 500 since 1928, and Nasdaq since 1971) has ever closed at that much of an extreme. Source: Bespoke
17 Jul 2024
BlackRock generated $4.8 billion in revenue in the quarter, an 8% increase from the same period last year.
This growth was driven by a record $10.6 trillion in assets under management, led by high ETF flows. Source: Genuine
17 Jul 2024
"Trump trade" (or the inflation rotation trade?) – Russell long vs Nasdaq 100 short – gains momentum.
Source: HolgerZ, Bloomberg
