by Thomas Thornton | Jun 30, 2021 | Daily Note
Three quick thoughts today: Equity market divergences, Bond market strength, and Goldman Sachs highlighting the top 50 stocks with the highest option volumes On the note, I also ran index attribution studies for the first half of the year for the S&P, Nasdaq 100,...
by Thomas Thornton | Jun 30, 2021 | First Call
S&P futures off worst levels and now little changed in Wednesday morning trading. Comes after US equities finished little changed in the prior session with growth extending this month's meaningful outperformance vs value. Nasdaq settled at a fresh record high....
by Thomas Thornton | Jun 29, 2021 | Daily Note
It's not easy coming up with titles for these daily notes It's summer and the market is mostly quiet and trading close to unchanged I hope everyone is having fun watching football as it's better than looking at blinking green and red numbers The backdrop remains with...
by Thomas Thornton | Jun 29, 2021 | First Call
US equity futures little changed on Tuesday morning after the S&P 500 and Nasdaq finished at new record closes on Monday. Growth the leader in the Monday session, reversing some of last week's value outperformance. Asian markets down across the board, Europe...
by Thomas Thornton | Jun 28, 2021 | Daily Note
The Goldman Sachs "Stay at Home" and "Reopening" baskets are moving in opposite directions And not in the direction you would expect since the adoption of vaccines are helping countries and cities reopen The big question is will the COVID "Delta" variant cause another...