“.. Market clocking in fresh ATHs despite narrow breadth.” - Goldman desk $SPX pic.twitter.com/UW9re93UxK

EVERCORE: “.. we think it is not out of the question that $NVDA can ultimately become a 15% weight in the S&P 500.” $SPX pic.twitter.com/JbPxlfxfW6

When breaking S&P 500 into deciles (10 groups of 50 stocks each), only decile that’s posted gains QTD is first decline (largest stocks in index); not a perfect distribution, but QTD, smaller stocks = weaker returns; decile containing 50 smallest stocks -10.3% QTD @bespokeinvest pic.twitter.com/TfBM4GjB2b

The S&P 500 is up 12.7% in the first 112 trading days of 2024. Fun fact: this is the best start to a presidential election year on record. creativeplanning.com/charlie/ pic.twitter.com/NZJJcvf5fI