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Over the last 10 years, US Large Cap Growth stocks have outperformed everything else by a wide margin, with an annualized return of 16.5%

00:01 - 31/10/24

The trailing 12-month P/E ratio for SPX of 27.2 is above the 5-year average (23.9) and above the 10-year average (21.8).

Hedge fund positioning in Mag 7 stocks is quite low, with a small pop higher last week as hedge funds began to buy some single stocks ahead of peak earnings week

 

Oof. 800,000 Brent December call options set to expire worthless after sharp crude plunge – Bloomberg

 

Election Anxiety Is Building in the Bond Market

 

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