1.No good deed goes unpunished
The meteoric performance of US vs European equities more than accounted for all of the good things we know about the US and the bad of Europe (and then some)
$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$
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2.US Semiconductors Market Cap weight
Bubble?
or 'bout right?
Tech Stock outlook: $VanEck Semiconductor ETF(SMH)$
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3.Gold Multi-Asset views
-first gold gained vs cash
-then it started smashing bonds
-and now it's turning up vs stocks
We could be on the cusp of a major rotation trade here, and if so we will probably look back on charts like this and say "there were clues" $Gold - main 2504(GCmain)$
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