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S&P 500 relative to M2 Money Supply just surpassed the level that marked the peak of the Dot Com Bubble 🚨 🚨 🚨
S&P 500 Equity Risk Premium (Earnings Yield minus 10-Year Treasury Yield) is at its lowest level in a quarter century 🚨 🚨
S&P 500 BREADTH FALLS TO DOT-COM ERA LOW
Goldman Sachs says AI stocks are masking extreme weakness beneath the S&P 500, with market breadth falling to its lowest level since the dot-com bubble.
The median S&P 500 stock now trades 16% below its 52-week high, while investor positioning has fallen sharply.
Goldman sees potential for lagging stocks to catch up if macro uncertainty eases.
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S&P 500 is now just 0.8% from a record high but plenty of stocks are still down big from their highs this year:
• $EOSE -83%
• $OKLO -78%
• $OPEN -72%
• $RGTI -71%
• $JOBY -68%
• $PL -66%
• $KTOS -65%
• $AVAV -63%
• $APP -58%
• $ORCL -56%
• $CRWV -56%
• $ASTS -54%
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S&P 500 is moving higher as U.S.-Iran talks in New York reportedly enter a more detailed technical phase.
Iran’s 7-day proposal could reopen the Strait of Hormuz if the U.S. lifts its naval blockade and other conditions are met.
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S&P Manufacturing PMI and S&P Services PMI are due at 9:45 AM ET.
S&P 500 CLOSES FLAT AT 7,765.00, UP 0.30 POINTS
S&P 500 Will ‘Easily’ Top 8,000 Before Historic Crash, ‘Black Swan’ Fund Manager Says.
