CSD

Did Santa Claus Come Early This Year?

Santa claus appears to have arrived early this year as prices spiked last month. Inflation has decreased dramatically in recent months. The nasdaq saw the largest monthly increase in 10 years in november. The recent surge in stock prices could be a precursor to a "santa claus rally," says wade slome.

Big Tech Not The Only Sector Lifting Equity Markets

Td asset management's ben gossack says the magnificent seven may not be the key driver for markets. Ben says other sectors beyond big tech are fueling gains in the equity market. Greg bonnell looks at some of the other trends driving markets higher.

New Volatility Lows For 2023 Indicate A Coming Overdue Small Correction

Market volatility index closed on friday at 12.46, one tick above its annual low for 2023. Ivan martchev says the market will likely make further gains by the end of the year. He believes the market is overdue for a small correction. Martchev believes investors have been looking for dips to buy and they haven't been coming.

Weekly Report: what happened at CSD last week (1120-1124)?

Market Cap Less Of A Factor In Performance

There is little correlation between market cap and performance in mid and small-cap stocks, suggesting the days of buying the largest stocks may be numbered. Across the s&p 500, the average performance of stocks in the index is a gain of 9.5% since the 10/27 close. There is less correlation between performance and market cap in the mega-cap space.

AI: The Story That Won't Go Away

7 companies were the only thing driving the market for much of the first half of the year. The magnificent seven still account for 30 percent of the s&p 500's market capitalization. Today's market ai features the home market outlook for the week of nov. 23.

Q3 Earnings Reveal Big Dispersion, Bigger Need For Stock Selection

Fundamental equities investor carrie king looks at two areas where earnings dispersion may be creating opportunity for stock pickers. Q3 earnings season had a return to positive earnings growth for the first time since q3 2022. Earnings for s&p 500 companies largely came in better than expected for q3. Cyclicals are doing better than non-cyclicals despite fears of recession.

That's A Wrap - Q3 Earnings Season Closes Out With Final Retail Reports Ahead Of Black Friday

Home earnings analysis - q3 earnings season closes out with final retail reports ahead of black friday. Some encouraging economic data (cpi, ppi) last week sustained markets. Retail closes out the third quarter season with results expected from lowe's, nordstrom, best buy and more.