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SpaceX Starship Reaches Orbit | S&P 500 Breadth Lowest Since Dot-Com | 59% of S&P 500 Stocks in Bear Markets | Is Narrow Leadership a Warning? | Micron Implied Volatility and Earnings
  Derek Moore is joined by Mike Snyder and Shane Skinner to dig into a market that looks healthy on the surface but tells a very different story underneath. S&P 500 breadth, measured by the gap between the index and its median stock relative to 52-week highs, just hit its narrowest level since the Dot-Com Bubble, according to a Marlin Capital chart based on Goldman Sachs Global Investment Research data. Meanwhile, as Don Durrett pointed out on Twitter, 59% of S&P 500 Index constituents are already more than 20% below their all-time highs, and 17% are down more than 50%. Is this a warning sign for the market, or can a handful of leaders keep carrying the index higher? Oh, and checking in on implied volatility for Micron $MU and earnings. All this and more this week, including a look back at 1999-2000 and what concentration risk means for investors.     Marlin Capital/Goldman Sachs: S&P 500 breadth lowest since Dot-Com Bubble The gap between the index and the median stock explained 82% of S&P 500 constituents are more than 10% below all-time highs Don Durrett: 59% of S&P 500 stocks are already in a structural bear market 41% are down more than 30% and 26% more than 40% from their highs 17% of constituents are more than 50% below their all-time highs The generals are leading while the soldiers fall behind Comparing today's narrow breadth to the 1999-2000 bubble Is narrow leadership a warning sign or just a concentrated bull market? Implied volatility of Micron $MU $SPCX SpaceX Starship 14 reaches orbit successfully but stock goes lower US Dollar Index is about to become a problem? Us 30 Year mortgage rates vs the 10-year treasury yield     Mentioned in this Episode   Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt   Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com
Broken Pie Chart
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