This is what capital rotation looks like
Big Tech stocks are pulling back
Small cap stocks are rising sharply pic.twitter.com/s50A71fn9W
— Bravos Research (@bravosresearch) July 15, 2024
The big story, the second coming of Trump. This chart shows that odds of Trump winning the election have soared to 65% in the past few days. Up from 43% back in October.
Obvious market winners: cyclicals in particular fossil fuels and financials. Goldman making a new all time… pic.twitter.com/JmKUHUqMIf
— Mac10 (@SuburbanDrone) July 15, 2024
Large Cap Growth Stocks outperforming Small Cap Value stocks by the largest margin since the peak of the Dot Com Bubble pic.twitter.com/tfoLh75PJR
— Win Smart, CFA (@WinfieldSmart) July 15, 2024
On average, the S&P 500 has fallen 23.5% over a period of 195 days from the first Fed cut to the market low pic.twitter.com/JyfRURSpIP
— Win Smart, CFA (@WinfieldSmart) July 14, 2024
At the height of the dotcom bubble, Cisco was worth 5.5% of US GDP.
Today $NVDA market cap is worth 11.7% of GDP, over 200% higher… https://t.co/l4NefeNtc2 pic.twitter.com/1ORJRGjB4l
— Financelot (@FinanceLancelot) July 15, 2024