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6 Jun 2024

* Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Party

Source: Carl Quintanilla, Bloomberg

6 Jun 2024

Another NVDA chart

Source: zerohedge

5 Jun 2024

Nvidia $NVDA hit a new all-time high today of $1,166 and has passed Apple to become the 2nd largest holding in the S&P 500.

$SPY $NVDA $AAPL Source: Charlie Bilello

4 Jun 2024

Best May for the S&P 500 in 15 years.

Looking at the 10 best monthly returns ever in May showed the future returns were quite impressive. When May return was above 4%, the rest of year up was double the average year (10.5% vs 4.9%) and June was up 1.0% on average vs negative. Source: Carson, Ryan Detrick

4 Jun 2024

Low-volatility regimes can last longer than you think.

Source: Mark Ungewitter

3 Jun 2024

This is why you keep buying.

Source: Dividendology

3 Jun 2024

The $SPX is the most concentrated since 1964.

Restated, it has been 60 years since four stocks have accounted for this big a share of the $SPX. Source: Jim Bianco

3 Jun 2024

The cost to hedge a 10% drop in the S&P 500 reached its highest level since October

Source: Win Smart, Bloomberg

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