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22 Mar 2024

If one ignores dividends gold has been able to keep up with equities since Nixon ended things in 1971.

Source: Michel A.Arouet, Bloomberg

22 Mar 2024

Here are the Equally-weighted Nasdaq100 and S&P500.

If these two are above their former cycle highs, it's hard to be too bearish on this market. Source: J-C Parets

21 Mar 2024

At 5,215, the S&P 500 is already 7.3% above the average 2024 year-end price target from Wall Street strategists (4,861). $SPX

Source: Charlie Bilello

19 Mar 2024

A little History in a Chart.

Green=Bull Markets 🐂 Red=Bear Markets 🐻 source : bespoke

19 Mar 2024

Here's the S&P 500 stocks that bought back the most shares in Q4 2023

1 Apple $AAPL: $22.7B 2 Google $GOOGL: $16.2B 3 Raytheon $RTX: $10.3B 4 General Motors $GM: $10B 5 Broadcom $AVGO: $8.3B 6 Facebook $META: $8.2B 7 Exxon Mobil $XOM: $4.7B 8 Microsoft $MSFT: $4b 9 Visa $V: $3.8B 10 Comcast $CMCSA $3.5B source : StockMKTNewz

18 Mar 2024

S&P 500 Tech Profit Margins versus the rest.

Source: Eugene Ng, Goldman Sachs

15 Mar 2024

Why has the sp500 been moving higher despite rate cuts expectations being revised downward?

It is as simple as EPS 12 month estimates have soared. Up another 2% the past 12 months. Source: Ryan Detrick

14 Mar 2024

In case you missed it...energy stocks relative performance vs sp500 has turned around at the end of February...

Source: J-C Parets

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