The S&P 500 closed at another all-time high today, its 21st of the year. Over the last 12 years, the S&P 500 has hit 368 all-time highs, which is more than any 12-year period in history. $S&P 500 Index (.SPX.US)$
New home prices are about to drop BELOW existing home prices for the first time since 2005.
The median new home price unexpectedly fell to $400,500 in February, down 7.6% over the last year.
This is the lowest median new home price since June 2021.
Meanwhile, the median existing home price jumped to $384,500 in February.
Supply of new homes is at its highest since October 2022 while existing home supply remains historically low.
You know something is wrong when new is about to be cheaper than ol...
The median new home price unexpectedly fell to $400,500 in February, down 7.6% over the last year.
This is the lowest median new home price since June 2021.
Meanwhile, the median existing home price jumped to $384,500 in February.
Supply of new homes is at its highest since October 2022 while existing home supply remains historically low.
You know something is wrong when new is about to be cheaper than ol...
Current situation:
1. S&P 500 is trading like are in a new bull market
2. Regional bank stocks are crashing like the crisis never ended
3. Bonds are rising like the Fed is cutting interest rates
4. Inflation data is rising like rate cuts are cancelled
$SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$
1. S&P 500 is trading like are in a new bull market
2. Regional bank stocks are crashing like the crisis never ended
3. Bonds are rising like the Fed is cutting interest rates
4. Inflation data is rising like rate cuts are cancelled
$SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$
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If AI is real, you should be bullish as fuck on bonds. $iShares 20+ Year Treasury Bond ETF (TLT.US)$
If AI is real, you should be bullish as fuck on Utilities. $Utilities Select Sector SPDR Fund (XLU.US)$
If AI is real, you should be bullish as fuck on small-caps. $iShares Russell 2000 ETF (IWM.US)$
If AI is real, you should not just be bullish as fuck on Nvidia. $NVIDIA (NVDA.US)$ .
Few.
If AI is real, you should be bullish as fuck on Utilities. $Utilities Select Sector SPDR Fund (XLU.US)$
If AI is real, you should be bullish as fuck on small-caps. $iShares Russell 2000 ETF (IWM.US)$
If AI is real, you should not just be bullish as fuck on Nvidia. $NVIDIA (NVDA.US)$ .
Few.
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U.S. stocks started Wednesday's trading session in the red.
The Dow Jones Industrial Average dropped 182 points, or 0.5%.
The S&P 500 and Nasdaq Composite declined 0.5% and 0.4%, respectively.
UnitedHealth decline leads Dow’s losses
$UnitedHealth (UNH.US)$ shares declined more than 4% Wednesday, making it the Dow’s biggest decliner.
The stock fell on the news that the U.S. Department of Justice has launched an antitrust investigation into the company. The company has al...
The Dow Jones Industrial Average dropped 182 points, or 0.5%.
The S&P 500 and Nasdaq Composite declined 0.5% and 0.4%, respectively.
UnitedHealth decline leads Dow’s losses
$UnitedHealth (UNH.US)$ shares declined more than 4% Wednesday, making it the Dow’s biggest decliner.
The stock fell on the news that the U.S. Department of Justice has launched an antitrust investigation into the company. The company has al...
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"Market" Cap to GDP (Buffett Indicator) is an insane 185%. Peak of 2000 internet mania was under 150%. Inflation is rising due to loose financial conditions by a Fed acting as if they're fighting it. With the major downside risk here, is this game of FOMO musical chairs worth it?
$S&P 500 Index (.SPX.US)$ $Dow Jones Industrial Average (.DJI.US)$ $Invesco QQQ Trust (QQQ.US)$ $Nasdaq Composite Index (.IXIC.US)$ $SPDR S&P 500 ETF (SPY.US)$
$S&P 500 Index (.SPX.US)$ $Dow Jones Industrial Average (.DJI.US)$ $Invesco QQQ Trust (QQQ.US)$ $Nasdaq Composite Index (.IXIC.US)$ $SPDR S&P 500 ETF (SPY.US)$
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Visually comparing the market caps, revenues, and operating incomes of the so-called "Mag 7".
Looking at these numbers, what stands out to you the most?
$Tesla (TSLA.US)$ $Meta Platforms (META.US)$ $Alphabet-A (GOOGL.US)$ $NVIDIA (NVDA.US)$ $Apple (AAPL.US)$ $Amazon (AMZN.US)$
Looking at these numbers, what stands out to you the most?
$Tesla (TSLA.US)$ $Meta Platforms (META.US)$ $Alphabet-A (GOOGL.US)$ $NVIDIA (NVDA.US)$ $Apple (AAPL.US)$ $Amazon (AMZN.US)$
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1. Presidents Day, Markets Closed - Monday
2. Fed Meeting Minutes - Wednesday
3. S&P Global Services PMI data - Thursday
4. Existing Home Sales data - Thursday
5. Total of 5 Fed speaker events this week
6. ~15% of S&P 500 companies report earnings
Short but busy week ahead. $S&P 500 Index (.SPX.US)$ $SPDR S&P 500 ETF (SPY.US)$
2. Fed Meeting Minutes - Wednesday
3. S&P Global Services PMI data - Thursday
4. Existing Home Sales data - Thursday
5. Total of 5 Fed speaker events this week
6. ~15% of S&P 500 companies report earnings
Short but busy week ahead. $S&P 500 Index (.SPX.US)$ $SPDR S&P 500 ETF (SPY.US)$
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1. Correction to 4500 - 4600 (cold water on early rate cuts & high earning estimates)
2. New All Time Highs > 5000 (on resumed speculation on rate cuts, political seasonality)
3. Pivot, I think the S&P 500 peak will align at/near the first rate cut (following today, March is unlikely, look further out)
4. Next Bear Market $S&P 500 Index (.SPX.US)$ $SPDR S&P 500 ETF (SPY.US)$
2. New All Time Highs > 5000 (on resumed speculation on rate cuts, political seasonality)
3. Pivot, I think the S&P 500 peak will align at/near the first rate cut (following today, March is unlikely, look further out)
4. Next Bear Market $S&P 500 Index (.SPX.US)$ $SPDR S&P 500 ETF (SPY.US)$
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⚠️ SUMMARY OF MICROSOFT $Microsoft (MSFT.US)$ EARNINGS:
1. Microsoft reported better than expected fourth quarter financial results, with a notable beat on cloud revenue standing out the most.
2. Microsoft earned an adjusted profit of $2.93 a share, above estimates of $2.77 a share.
3. Revenue also came in above expectations, totaling $62 billion, compared to forecasts for $61.1 billion.
4. Microsoft is firing on all cylinders and AI is clearly driving growth.
5. The results indicated that artifi...
1. Microsoft reported better than expected fourth quarter financial results, with a notable beat on cloud revenue standing out the most.
2. Microsoft earned an adjusted profit of $2.93 a share, above estimates of $2.77 a share.
3. Revenue also came in above expectations, totaling $62 billion, compared to forecasts for $61.1 billion.
4. Microsoft is firing on all cylinders and AI is clearly driving growth.
5. The results indicated that artifi...
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