So far, S&P 500’s selloff since late March has been all multiple contraction (forward P/E, blue) as forward EPS (orange) have moved higher pic.twitter.com/su7aJ9rg5q

Not much of a meaningful move for Russell 2000 relative to NASDAQ 100 … small caps last outperformed big tech rather sharply at end of 2023, but this year’s move has been mostly sideways [Past performance is no guarantee of future results] pic.twitter.com/1T9D5xv98l

Let's Talk About Geopolitical Events We've had the question a lot lately and the truth is stocks tend to ignore big events if the economy is strong. I discuss this and why the recent weakness could be near over in our latest @CarsonResearch blog. www.carsongroup.com/insights/blog/lets-talk-about-geopolitical-events/

79 stocks in the S&P 500 made a new 10 day high, most in two weeks. 33 made a new monthly high, again, most in two weeks.