|
6 out of the top 20 stocks in the S&P 500 this year are in
the Semiconductor space. Nvidia once again leading
everything w/ a gain of +66%. |
|
00:01 -
07/03/24 |
|
|
| |
|
 |
| |
|
|
| |
|
The S&P 500 is now 17% higher than where it was when the Fed
started hiking rates in March 2022. |
| |
|
 |
| |
|
|
| |
|
Systematic macro funds are showing stretched long-side
equity participation, per Goldman |
| |
|
 |
| |
|
|
| |
|
Despite hitting all-time highs, the S&P 500 rally hasn't
broadened out. Which would be helpful to see as it would
make continuation more likely. The lack of a broadening out
increases the risks of concentration for the stocks rally
carrying the market higher. |
| |
|
 |
| |
|
|
| |
|
Over in Germany, home prices are in free fall |
| |
|
 |
| |
|
 |
| |
|
|
