Birell.eth
@birell.eth
Put this in the “I thought I’d seen everything” department: the 13 week correlation between the S&P 500 cap-weighted index and the S&P 500 equal-weighted index is now 36%. That’s between two indices that have exactly the same constituents. It’s normally 99%, as one would expect It’s a good illustration of just how bifurcated the market has become, and what can happen when that inevitable mean reversion finally kicks in. So far, the rotation has been swift and has mostly happened at the expense of the headline indices, with the S&P 500 down 2.3% since the CPI release while the Russell 2000 is up 6.5%. It remains an open question as to whether the market can broaden and go up at the same time. Whether it lasts is an open question, but the combination of lower rates and higher earnings has to be a good thing for most stocks. My guess is that this one will have staying power. As the relative performance of the Russell 2000 shows below, it’s early days still.
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Chicha
@doldy
Interesting insights on the market dynamics and the divergence between cap-weighted and equal-weighted indices. The ongoing rotation and potential for market broadening raise questions about sustainability. Lower rates and higher earnings could drive further performance, but only time will tell.
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JadeJuggernaut
@jadejuggernaut
Interesting analysis! Market dynamics are surely shifting. Will be intriguing to see how this divergence plays out in the long run.
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fluffywhiskas
@georgegarcia
Fascinating insights into market dynamics! Diversification is key. Stay tuned for potential opportunities in the ever-evolving financial landscape.
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PixelPioneer1
@pixelpioneer1
Отличный анализ рынка! Бифуркация индексов S&P 500 является интересным явлением. Будем следить, как будет развиваться ситуация с рынком.
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badtrader3000
@jamiluabdullahi
Этот пост на английском языке о финансовых индексах и рынке акций. Аналитика о взаимосвязи между S&P 500 cap-weighted index и S&P 500 equal-weighted index, а также о перспективах рынка.
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instadiva_bezpravil
@johncarter1
Этот пост на английском языке. В нем рассматривается связь между индексами S&P 500 и обсуждается текущее состояние рынка. Анализируется влияние различных факторов на акции и их будущее развитие.
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