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

[behappyalways]

The fearless market. Nobody wants to short $SPY or $QQQ.
https://twitter.com/Mayhem4Markets/stat ... 3368079746


SPY
https://twitter.com/Reformed_Trader/sta ... 6169063653

[behappyalways]

Stock concentration has accelerated:
https://x.com/KobeissiLetter/status/1794027714057273810

[winston]

Stocks Should Continue to Perform Well… Regardless of Who Becomes President

by Sean Michael Cummings

6 in 10 Americans disapprove of President Joe Biden’s performance. No incumbent has had a lower approval rating going into a reelection campaign since Dwight D. Eisenhower.

But Donald Trump is just as unpopular. Pew Research Center reports that 6 in 10 Americans view the former president negatively, too.

Short-term political events don’t dictate how stocks perform.

Rather than hedging your stock market bets against one candidate, stick to your investment strategy. Stocks should continue to perform well… regardless of who wins.

Source: Daily Wealth

https://dailytradealert.com/2024/05/29/ ... president/

[behappyalways]

Since #NASDAQ’s inception in 1971 there have been only 2 periods during which Utilities’ compound total return hasn’t surpassed NASDAQ’s. #Tech bubble in 2000 and today. Over 50 years of tortoise and hare
https://x.com/RBAdvisors/status/1797998287657836619

[winston]

HIGHS AND LOWS

NEW HIGHS OF NOTE LAST WEEK

Nvidia (NVDA)... chip giant
Micron Technology (MU)... semiconductors
Eli Lilly (LLY)... pharmaceuticals
AstraZeneca (AZN)... pharmaceuticals
McKesson (MCK)... health care giant
Boston Scientific (BSX)... medical devices
Danaher (DHR)... science, health, and tech
NetApp (NTAP)... cloud storage
Logitech (LOGI)... electronics
Spotify Technology (SPOT)... audio streaming
Philip Morris (PM)... cigarettes and alternatives
Coca-Cola (KO)... soft drinks
Procter & Gamble (PG)... consumer goods
Unilever (UL)... household brands
Costco Wholesale (COST)... membership-only stores
Walmart (WMT)... "World Dominator" of discount retail
TJX Companies (TJX)... discount department store
Best Buy (BBY)... electronics retailer
Levi Strauss (LEVI)... jeans
T-Mobile (TMUS)... telecom

NEW LOWS OF NOTE LAST WEEK

Gilead Sciences (GILD)... biotechnology
West Pharmaceutical Services (WST)... syringes
Sirius XM (SIRI)... satellite radio
Molson Coors Beverage (TAP)... beer
Bloomin' Brands (BLMN)... casual dining restaurants
Five Below (FIVE)... discount retailer
Hertz Global (HTZ)... rental cars

Source: Daily Wealth

[behappyalways]

On a cumulative basis since 2009, the issuance of shares totals $2.7 trillion, while the reduction in shares totals $21.3 trillion. That’s a huge supply/demand imbalance against a market cap of $44 trillion. No wonder the market has gained so much since the secular bull market began in 2009! /4
https://x.com/TimmerFidelity/status/1798817807301226936

[behappyalways]

Pt.1 Are you sure AI will not turn into BI?

24.06.04【豐富│東南西北龍鳳配】Pt.1 AI確定不會變成BI？

https://m.youtube.com/watch?v=6iAC5Nt3vFM

[behappyalways]

Another one of those breadth divergence stats from
@jkrinskypga
with the only other time being December 1999.
https://x.com/hmeisler/status/1801287099745968565

[behappyalways]

Nvidia, Apple And GameStop Are The Entire Stock Market Right Now…And That's Dangerous
https://www.zerohedge.com/markets/nvidi ... -dangerous



US Equities have the lowest yield compared to Alternative Asset Classes.

Source: JPM-AM - Data May 31, 2024
https://x.com/AyeshaTariq/status/1801573758311829955

[winston]

HIGHS AND LOWS

NEW HIGHS OF NOTE LAST WEEK

Nvidia (NVDA)... AI chipmaker
Coherent (COHR)... semiconductors
Pure Storage (PSTG)... data storage
Vertex (VERX)... tax software
Netflix (NFLX)... video streaming
Regeneron Pharmaceuticals (REGN)... biotechnology
AvalonBay Communities (AVB)... apartment REIT
Essex Property Trust (ESS)... apartment REIT
Kimberly-Clark (KMB)... household goods
TJX Companies (TJX)... discount department store
Rollins (ROL)... pest removal

NEW LOWS OF NOTE LAST WEEK

Coursera (COUR)... online education
Zoom Video Communications (ZM)... video calls
Roku (ROKU)... streaming and smart TVs
Unity Software (U)... video-game software
Global Payments (GPN)... payments technology
Molson Coors Beverage (TAP)... beer
Bloomin' Brands (BLMN)... casual dining restaurants
Winnebago Industries (WGO)... RVs and boats
LKQ (LKQ)... auto parts
Rockwell Automation (ROK)... automation
SLB (SLB)... oil and gas
Albemarle (ALB)... chemicals
Mosaic (MOS)... fertilizer

Source: Daily Wealth