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Risk appetites in tech and bitcoin
have had some degree of positive correlation throughout
2024, with a brief exception over the summer.
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00:01 - 10/12/24
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NYSE stocks have been on a tear, registering new
highs in excess of new lows for most of the last five
months, with just 6 days of new lows in excess of new highs.
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In a
quick update on positioning in SPY, short interest is now
nearing 20-year lows. Few want to short this market at the
index level. It's been a punishing trade for those that
tried!
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An index of Rolex Watch
Prices is at its lowest level since November 2020, down 31%
from the peak in March 2022
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Including
dividends, the S&P 500 is now up over 29% in 2024. Sounds
abnormally high, but is actually more common than you might
think. The S&P 500 has finished with a total return above
25% in 26 out of 96 years since 1928. That's 27% of the time
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