The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @bespokeinvestViews › | 0 | 2 | 1 | 0 |
 @KobeissiLetterViews › | 1 | 0 | 0 | 0 |
@KobeissiLetter: @KobeissiLetter: Information Technology is up 36.8% YTD, the 2nd best S&P 500 sector, contributing 10.5 points of the index's 14% gain, the largest of any sector.@bespokeinvest: @bespokeinvest: the average Russell 1,000 stock is 23% below its 52 week high; Consumer Discretionary, Industrials and Technology are weaker at -26% or worse.Partly aligned. No clearly opposing views so far.
@bespokeinvestViews ›@KobeissiLetterViews ›@KobeissiLetter: Information Technology is up 36.8% YTD, the 2nd best S&P 500 sector, contributing 10.5 points of the index's 14% gain, the largest of any sector.@bespokeinvest: Big rotation today: Health Care $XLV and Consumer Staples $XLP both rose over 2.2% while the S&P 500 dropped 1.1% and Tech $XLK nearly 3%. (Neutral)Big rotation today: Health Care $XLV and Consumer Staples $XLP both rose over 2.2% while the S&P 500 dropped 1.1% and Tech $XLK nearly 3%.
Big rotation today. Health Care $XLV and Consumer Staples $XLP both rose 2.2%+ today versus a 1.1% drop for the S&P 500 and a nearly 3% drop for the Tech sector $XLK.
Reasoning: Not tagged by analyst Specific
@KobeissiLetter: Information Technology is up 36.8% YTD, the 2nd best S&P 500 sector, contributing 10.5 points of the index's 14% gain, the largest of any sector.
Tech stocks are driving the majority of the market's gains this year: The Information Technology sector is up +36.8% year-to-date, making it the 2nd-best-performing sector in the S&P 500. It has contributed +10.5 percentage points to the index's +14% gain, the largest contribution of any sector. Meanwhile, Energy has delivered the strongest return, up +53.3%, but contributed just +1.0 percentage point to the index's gain. This is followed by Materials, Healthcare, Consumer Staples, and Industrials, which are up +11.0%, +11.0%, +10.5%, and +9.6%, respectively. Together, these 4 sectors have contributed just +3.0 percentage points to the S&P 500's gain. Tech is carrying the entire market.
Reasoning: Fundamentals · Medium term
@bespokeinvest: the average Russell 1,000 stock is 23% below its 52 week high; Consumer Discretionary, Industrials and Technology are weaker at -26% or worse.
The average Russell 1,000 stock is now 23% below its 52-week high. Consumer Discretionary, Industrials, and Technology are even weaker at -26% or worse.
Reasoning: Technicals · Short term
@bespokeinvest notes Financials $XLF and Technology $XLK are both reversing from their opening levels, adding that there is still a lot of the day left.
Financials and Technology are both reversing from their opening levels. Still a lot of day left, though. $XLF $XLK
Reasoning: Technicals
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.