BBMC News and Press, JPMorgan BetaBuilders U.S. Mid Cap Equity From 07/11/24

2024-07-11 05:50:00 ET Summary The SP500 vs PMI, IndPro from Feb 1977 demonstrates the consistency of investor fears vs declines in the SP500 and the many recoveries large and small since. The PMI often declines when there is no decline in IndPro (Industrial Production that it is ...

2024-07-10 13:25:00 ET Summary Q2 aggregate earnings are forecasted to reach a new all-time high, with a current estimate of $492.8 billion. The Magnificent-7 are once again expected to play a significant role, boasting an aggregate earnings growth rate of 29.8%. Financials ha...

2024-07-10 05:30:00 ET Summary The KraneShares CSI China Internet ETF continues to outperform the S&P 500 since the end of January despite the recent pullback. China’s government has not deployed the preverbal 'policy bazooka' having witnessed the increase in debt and i...

2024-07-09 22:44:00 ET Stock Traders Daily has produced this trading report using a proprietary method.  This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...

2024-07-09 07:25:00 ET Summary The market capitalization of the S&P 500 grew by 4.2% during the course of the second quarter of 2024. The Top 10 stocks within the market cap-weighted index together accounted for 35.8% of its total valuation. Nvidia lost over $300 billion w...

2024-07-08 14:20:00 ET Summary The S&P 500 is currently up 17.38% year to date and has recorded a new all-time high 34 times this year. The U.S. Treasury put the closing yield on the 10-year note, as of July 5th, at 4.28%, which is above its record low. The S&P 500 is ...

2024-07-08 06:30:00 ET Summary The big banks start reporting next Friday, July 12th, ’24. The June CPI and PPI data are also due this week. The forward 4-quarter estimate jumped $9 this week as the old quarter (Q2 ’24-Q1 ’25) fell off and new quarter was added...

2024-07-04 20:05:00 ET Summary The 18-month annualized return for the S&P 500 is 28.55%. That’s a tad stretched. The 60%/40% standard balance portfolio returned 8.78% in the first half of 2024. The big difference between today and 24 years ago is sentiment: stock ma...

2024-07-04 12:30:00 ET Summary The French election: I discuss the investment implications of three possible scenarios: a far-right majority, a far-left majority, and a temporary administrative solution. We received two important data points that could bring us closer to the long-a...

2024-07-03 22:30:00 ET Summary Closing out the first half of 2024, the S&P 500 Total Return Index (which includes dividend reinvestment) is up an incredible +15.3%. According to Apollo asset management, Nvidia accounted for a record-breaking 34.5% of the total return in the S&...