HARD ASSETS ARE AT LOWEST RELATIVE TO FINANCIAL ASSETS SINCE 1925...
Source: BofA
Sector weightings are a big reason why international markets have underperformed the US over the last 10-15 years.
US=Tech=Outperformance Source : bespoke
It is about missing the best days, not missing the worst days.
Source: Eugene NG
U.S. companies will have to start telling the public about their climate risks
The SEC voted Wednesday to impose climate-disclosure requirements that will be significantly softer than those it proposed in March 2022 after the agency received thousands of comment letters and numerous litigation threats over the plan. In the biggest change, the regulator won’t force companies to quantify pollution from their supply chains or customers, known as Scope 3 emissions. Additionally, firms will face a higher bar for when they need to reveal more direct carbon footprints in their regulatory filings, which are known as Scope 1 and Scope 2 emissions. source : Bloomberg
Japan's Nikkei smashes 40,000 barrier as Asia markets track Wall Street gains
Source: HolgerZ, Bloomberg
Total Put/Call Ratio drops to 0.74, the lowest level since December 28, 2021 👀 Retail continues to YOLO calls
Source: barchart
Long large cap-growth relative to small cap value 12-month relative performance hit extreme level
Source: BofA
The SP500 has now traded green in both January and February
When that has occurred (data going back to 1950), the $SPX finished the rest of the year higher 27/28 times with the final 10 months being higher 26/28 times. Seems pretty good for Bulls! 🐂 Source: barchart, H/T Ryan Detrick
