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With deepSeek and tariffs, we almost forgot that we are in the middle of the earnings season.
FactSet notes that beats are being rewarded above average and misses are being punished around average.
The S&P 500 reached a record $54.3 trillion in market cap last week, adding $1.1 trillion in 1 week.
Since the August low, the index's market cap is up a massive $8.5 trillion. Furthermore, the index has added $12.4 trillion in value since the beginning of 2024. The S&P 500 has added 78% of Europe's market cap and DOUBLE the size of the Japanese market in 1 year. As a result, the US market cap to GDP ratio has reached an all-time high of 209%. Source: The Kobeissi Letter
“Far more money has been lost by investors in preparing for corrections, or anticipating corrections, than has been lost in the corrections themselves.” - Peter Lynch
Source: J-C Parets
Record strong breadth!
Yesterday was the 6th consecutive day that more than 2/3 of the S&P advanced. First time this has happened in 30+ years. h/t @FrankCappelleri
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