10 Jul 2024
A good chart on how narrow the US market has been this year:
Source: Hidden Value Gems This was actually made originally by Grant Hawkridge https://lnkd.in/e8nwsZYA
8 Jul 2024
S&P500 concentration at the highest level in at least 60 years: 5 largest stocks within S&P 500 = 28.99%
As mentioned by Jim Bianco: The risk of the current S&P500 concentration is that one day the opposite happens: five stocks could kill the index funds while everything else outperforms... "Restated, one buys an index fund to get diversification. But with record concentration, they are not getting it". Source: Bianco Research
8 Jul 2024
Almost half of the S&P500 is now essentially tech...
Source: Wisdom Tree, Mike Zaccardi
5 Jul 2024
Only 22% S&P500 stocks are outperforming the S&P500 index this year
Source: Grant Hawkridge
5 Jul 2024
The sp500 ended the day at another all-time high, its 33rd of the year.
$SPX Source: Charlie Bilello
4 Jul 2024
Outperformance of sp500 vs US 30-year Treasury bond is massive. What would it take to reverse the trend?
Source: Mac10
3 Jul 2024
A reminder of top strategists 2024 outlook for the S&P 500
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2 Jul 2024
We've never before had so few stocks outperforming the S&P 500.
Source: NDR, Willie Delwiche
