US - Market Strategy 03 (Jan 24 - Dec 26)

[behappyalways]

Incredible and just a bit insane to consider just how much $NVDA singlehandedly contributed to the S&P 500's return last year. If it wasn't for that historic 171% rally we would be having a much different conversation about market performance in 2024.
https://x.com/Mayhem4Markets/status/1877531276619501763

[winston]

Stocks Will Outperform in 2025

by Chris Igou

A poor end to 2024 isn’t a death sentence.

Don’t let the recent struggles lead you to think this bull market is taking a turn.

Sure, there will be corrections and pullbacks along the way.

But as of now, 74 years of data show that owning stocks today is still a good idea.

Source: Daily Wealth

https://tradesoftheday.com/2025/01/17/s ... m-in-2025/

[behappyalways]

A good chart from GS that shows how sectors & factors may react to change in 10Y bond yields
https://x.com/AyeshaTariq/status/1878907598965236048

[winston]

HIGHS AND LOWS

NEW HIGHS OF NOTE LAST WEEK

American Express (AXP)... financial giant
Bank of New York Mellon (BK)... financial services
Barclays (BCS)... financial services
Citigroup (C)... financial giant
Deutsche Bank (DB)... financial services
Discover Financial Services (DFS)... digital bank
Goldman Sachs (GS)... financial giant
Morgan Stanley (MS)... financial giant
Boston Scientific (BSX)... medical devices
Intuitive Surgical (ISRG)... medical technology
Cisco Systems (CSCO)... networking tech
Robinhood Markets (HOOD)... stock-trading app
Tapestry (TPR)... high-end accessories
Tempur Sealy (TPX)... mattresses
Whirlpool (WHR)... appliances
Williams-Sonoma (WSM)... cookware and décor
3M (MMM)... manufacturing
Cheniere Energy (LNG)... natural gas
Kinder Morgan (KMI)... oil and gas

NEW LOWS OF NOTE LAST WEEK

Novo Nordisk (NVO)... pharmaceuticals
Boston Beer (SAM)... beer
Wendy's (WEN)... fast food

Source: Daily Wealth