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Updated December 19, 2024
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November 22nd, 2024, 11:11 AM
boston ma
Posts: 525 since Dec 2012
Thanks Given: 12
Thanks Received: 123
another way to say this is that mag7 is the provider
e.g., orcl and estc utilize aws gcp azure for deployment
mag7 takes on risk of demand in hardware / infrastructure
November 25th, 2024, 11:40 AM
boston ma
Posts: 525 since Dec 2012
Thanks Given: 12
Thanks Received: 123
mag7 still dragging and indexes overall pump
where spy has some mag7 components vs dia
which has some financial exposure w/ less vol
November 25th, 2024, 01:55 PM
boston ma
Posts: 525 since Dec 2012
Thanks Given: 12
Thanks Received: 123
so looks like early week profit taking may be the sentiment
although energy / crude is also dropping with related news
an abbreviated week is reasonable (vs low volume pump)
November 26th, 2024, 02:34 PM
boston ma
Posts: 525 since Dec 2012
Thanks Given: 12
Thanks Received: 123
into the mid-week break both large and small caps are pitched higher
which leaves spy and qqq or mag7 as the alternative with the dip
aapl amzn goog meta msft good for mag7 vs nvda tsla pending
November 27th, 2024, 12:22 PM
boston ma
Posts: 525 since Dec 2012
Thanks Given: 12
Thanks Received: 123
the one thing that is troubling is the carry and bonds
aud/jpy and eur/jpy are a bit weak and yield cuts gradual
headwinds for growth though there are bright sectors
December 2nd, 2024, 10:48 AM
boston ma
Posts: 525 since Dec 2012
Thanks Given: 12
Thanks Received: 123
was concerned at globex open combined with the dark index drop
aud/jpy is still negative with eur/jpy but vix is playing goalkeeper
crypto is also less enthused, dia and iwm but growth still in play
December 3rd, 2024, 05:04 PM
boston ma
Posts: 525 since Dec 2012
Thanks Given: 12
Thanks Received: 123
aside from the non correlation with aud/jpy
energy and es nq are pushing leaving ym behind
debt ratios are a sensitive point for public companies
December 4th, 2024, 11:43 AM
boston ma
Posts: 525 since Dec 2012
Thanks Given: 12
Thanks Received: 123
aud/jpy for the interim actually aligns with the major indexes
small cap is lagging, but somehow outlook into nfp is positive
semis are catching up, some issues with european outlook
December 4th, 2024, 05:03 PM
boston ma
Posts: 525 since Dec 2012
Thanks Given: 12
Thanks Received: 123
some minor detractors into nfp
that is vix has also risen slightly
and energy has also sold off
December 5th, 2024, 12:39 PM
boston ma
Posts: 525 since Dec 2012
Thanks Given: 12
Thanks Received: 123
sofrs and bills seem to be supportive though vix did spike
diversifying from mag7-ish qqq and spy is not sopopular
as ym japan and europe lag and iwm dwells on rates
Last Updated on December 19, 2024