Strategas
@StrategasRP
Followers
13,958
Following
8
Media
538
Statuses
4,753
Strategas is a leading institutional brokerage firm providing macro research, advisory and capital markets services. A Baird company.
New York | Washington DC
Joined February 2012
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Colorado
• 136718 Tweets
Notre Dame
• 119778 Tweets
Kentucky
• 73993 Tweets
#AEWAllOut
• 68722 Tweets
The Weeknd
• 62439 Tweets
#仮面ライダーガヴ
• 62206 Tweets
Nebraska
• 41959 Tweets
Northern Illinois
• 41176 Tweets
Carti
• 32765 Tweets
Abel
• 31676 Tweets
Talleres
• 27444 Tweets
#ブンブンジャー
• 26374 Tweets
Tennessee
• 25837 Tweets
Auburn
• 25115 Tweets
Skullduggery
• 18429 Tweets
Bama
• 17742 Tweets
Willow
• 16719 Tweets
#KPOPMASTERZinBANGKOK2024
• 14871 Tweets
ショウマ
• 14718 Tweets
#InternationalLiteracyDay
• 14613 Tweets
Herrera
• 13680 Tweets
BOSSNOEUL TBNW Q6
• 13086 Tweets
NC State
• 12571 Tweets
Deion
• 10279 Tweets
Copa Argentina
• 10138 Tweets
Private equity multiples are now greater than their public equity counterparts.
18
105
282
Over the last 30 years, there has never been a time when the two largest S&P 500 weights were both greater than 5%, as both MSFT and AAPL are today.
8
51
141
3 individual stocks now each >5% weights in the S&P 500. This hasn't occurred in the last 30-years of data.
5
30
103
Rare to see >90% of small-caps above 50-day average... historically bullish.
3
19
90
Transports > Utilities... 2+ year cyclical bear market ending?
1
19
78
All you need to know about the Financials Sector:
Bank = Bad, Non-Bank = Good
2
16
63
On average, companies that split their stock are up 3.7% over the next 60 days
0
12
57
68% of the S&P 500 traded to a 20-day high yesterday, marking one of the best readings in 50 years, and consistent with the momentum thrust you want to see in the initial few months off a major low.
0
18
52
Top 5 vs. Bottom 495 performance YTD... can the "average stock" fill the void?
1
16
47
By historical measures, Silver is not extremely stretched yet.
1
11
39
Three major sectors are on the verge of breaking out from
2-year ranges. This would reinforce the start of a new cyclical leg higher, similar to 2012 and 2016. Charts via
@verrone_chris
@Todd_Sohn
0
11
38
We may not have seen it at the benchmark index level, but the "weakest links" re-tested their lows.
0
10
39
Today marks 3 months to Election Day. The S&P 500's performance in the 3 months thru Election Day is 87% accurate in predicting the election winner – historically if performance is positive the incumbent party has won and if performance is negative the incumbent party has lost.
0
16
37
Great trend, but tactically Tech is stretched here. At nearly 20% above its 200-day average,that’s enough to qualify as a statistical extreme in our work. Chart from
@verrone_chris
@Todd_Sohn
1
14
37
Wednesday also marked 65 trading days (3 calendar months) off the March 23rd low. The S&P’s 36.3% gain over that stretch ranks 3rd best since 1950, only fractionally trailing the first few months off the 2009 low (38.8%) and the 1982 low (38.7%). Pretty good company.
0
13
37
Largest weight in Russell 2000... small-cap Biotech has broken out.
0
7
36
Bitcoin vs. 200-day average - below it often stays there for a while.
1
9
35
Brent Oil most "overbought" in 17-years (that's a good thing).
0
8
35
A few examples of how deep drawdowns are following the initial bounce off a low.
1
16
33
