- 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, and Russell 2000
- Our Daily Sentiment charts of the S&P and Nasdaq are both on this note
- There are a bunch of charts with US Treasuries including 2/10 spread, 10 and 30-year yield, and TLT
- And some more charts with tech-focused ETF's including Semiconductors ratio charts vs S&P and Nasdaq 100
- Stay cool out there... it's broiling here in Greenwich today