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15 Mar 2024

Believe it or not oil is outperforming the NASDAQ this year

Source: Bloomberg

27 Feb 2024

Four companies have accounted for over 90% of the market cap gains in the Nasdaq 100 this year.

Source: Bloomberg, Tavi Costa

26 Feb 2024

It's been 309 trading days since ChatGPT was released on 11/30/22 and the Nasdaq is up 46.07%.

In the 309 trading days after Netscape (the first web browser) was released in December 1994, the Nasdaq was up 45.9%. Source: TME

23 Feb 2024

S&P, NASDAQ 100 & DJIA closed at RECORD HIGH

Source: Bloomberg

20 Feb 2024

Big Tech Concentration in one chart

The spread of Nasdaq 100 over Nasdaq Composite is near ATH! Source: Bloomberg, HolgerZ

6 Feb 2024

The short term gap is huge. NASDAQ futs vs US 10 year (inv), 10 min 3 mths chart.

Source: TME

25 Jan 2024

The Nasdaq 100:

- if you bought at the December 2022 low, you are up 64% - if you bought at the 2021 high. you are up 5%. - if you bought at March 2020 lows, you are up 150% Source: Bespoke, TME

25 Jan 2024

'The Nasdaq 100 valuation has disconnected from real rates.'

Source: The Daily Shot, Win Smart

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