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2 Jul 2024

We've never before had so few stocks outperforming the S&P 500.

Source: NDR, Willie Delwiche

2 Jul 2024

2024 has been the best H1 start out of all election years going back to 1952

Source: Grant Hawkridge

2 Jul 2024

S&P 500 buybacks have been much more powerfuil than passive flows

Source: GS

2 Jul 2024

S&P EPS positive revisions have been a tailwind for the market.

However, note that EPS revisions outside of the top 20 have been NEGATIVE YTD and during the last 12 months. Source: JP Morgan

2 Jul 2024

At 5,460, the S&P 500 ended the first half above every 2024 year-end price target from Wall Street strategists

We're 12% higher than average target price of 4,861. $SPX Source: Charlie Bilello

1 Jul 2024

$SPY We are halfway through 2024.

Let's see the best 10 and worst 10 performers in the S&P 500 so far: The Best 10: 1. $SMCI - Supermicro - 188.2% 2. $NVDA - Nvidia - 149.5% 3. $VST - Vistra - 123.2% 4. $CEG - Constellation Energy - 71.3% 5. $LLY - Eli Lilly - 55.3% 6. $MU - Micron - 54.1% 7. $NRG - NRG Energy - 50.6% 8. $CRWD - Crowdstrike - 50.1% 9. $ANET - Arista Networks - 48.8% 10. $TRGP - Targa Resources - 48.2% The Worst 10: 1. $WBA - Walgreens Boots -53.7% 2. $LULU - Lululemon -41.6% 3. $INTC - Intel -38.4% 4. $EPAM - Epam Systems -36.7% 5. $WBD - Warner Bros Discovery -34.6% 6. $ALB - Albemarle -33.9% 7. $GL - Globe Life -32.4% 8. $MKTX - Marketaxess -31.5% 9. $PAYC - Paycom -30.8% 10. $NKE - Nike -30.6% Source: The Future Investors

1 Jul 2024

That was another new all-time high quarterly close for both the S&P500 and Nasdaq100

That's now 3 in a row. Source: J.C. Parets @allstarcharts

27 Jun 2024

Major divergence spotted:

The VIX has been trending higher since mid-May. But even the SP500 has been moving higher. This is an anomaly. Source: Game of Trades

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