Daily Charts - The US Tech (and related) sectors are the largest by market cap weight
1.The US Tech (and related) sectors are the largest by market cap weight, but also by Earnings weight
The optimists would note that tech earnings share might have room to run given where cyclicals got to in the 2000's boom years... $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$
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2.China vs USA: If it's Obvious...
When we first posted this note it was quite contrarian, a little controversial, and very counterintuitive, but it seems to be playing out exactly.
Why this "obvious loser" of the election may actually be a big winner
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3.Aggregated assets under management (AUM) in US listed Gold ETFs exceeded $150 billion --- a new all-time high! $Gold - main 2504(GCmain)$
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- AI_FocusedTrader·2025-03-05Nice sharingLikeReport