Tech Stocks are trading at all-time highs relative to the S&P 500, even surpassing the peak of the Dot Com bubble.

By: Valerie Noel

I have been tracking the bull/bear spread from Investor Intelligence for as long as I can remember. It's not the type of thing I look at every week or even every month, but when it feels like sentiment is extreme, I like to be able to quantify it and this is a great tool for that.

By: Francois Trahan, M2SD

Recent indicators suggest that economic activity has been expanding at a solid pace. Job gains have remained strong, and the unemployment rate has remained low. Inflation has eased over the past year but remains elevated.

By: Leo Kolivakis

Been waiting for a while. Either the mean reversion is overdue by a dozen years, or "this time is different." But this time is not different; it never is.

By: Daniel Peris

I'm old enough to remember when The Wall Street Journal said that gold was losing its reserve status in September 2022.

By: Otavio (Tavi) Costa

While a few rate cuts seem appropriate (per the Fed’s own estimates), the market’s earlier expectations for 6-7 rate cuts are getting unwound. As of last week, the forward curve is pricing in a 3.7% fed funds rate in 2025. Even that seems too low, but it’s better than the low-3’s priced in at the beginning of the year.

By: Jurrien Timmer

Goldman's equity positioning indicator surged over the past week to the highest since March 2021.

By: Daily Chartbook

As a % of total personal income, dividends now outweigh interest 

By: Liz Ann Sonders

Fed futures are officially pricing in less than 50% odds of June rate cut.

With hot CPI and job prints, the market is now pricing in way fewer Fed cuts.

By: Hank Rainey

NVIDIA and Bitcoin seem locked in a fierce battle, each striving to become the most coveted route to riches for ordinary investors. Fuelled by "animal spirits," enthusiastic investors are writing a rosy narratives for both and their futures. What do you think?

By: James Eagle

"Home builder confidence climbed three points to 51 in March … It marks the fourth consecutive monthly gain and the first time that the sentiment level has surpassed the breakeven point of 50 since last July."

By: Daily Chartbook

Blue is the ETF $TQQQ, 3x leveraged QQQ

Orange is the price of Bitcoin.

By: James Bianco

Brilliant chart by the wonderful folks at Longview Economics showing the Top 10 stocks as a share of global market cap (%).

By: Charles-Henry Monchau, CFA, CMT, CAIA

The thematic exposure gap between US small and large cap stocks explains at least part of the performance rift between the two.

By: Michael Casper, CFA

The European economy continues to fight weak growth prospects as Germany drags down the block's momentum and as the ECB's benchmark interest rate is expected to remain at record highs for longer.

By: Boris Kovacevic

WARNING: Credit card default rate for small lenders have just hit a new record of 7.8%. These levels have never been seen since 1991.

By: Charles-Henry Monchau, CFA, CMT, CAIA

"The latest Investors Intelligence data shows the most bulls since July 2021, the highest bull-bear spread since April 2021 and the fewest bears since February 2018."

By: Daily Chartbook

5 of Tuesday's best charts and insights:

By: Daily Chartbook

CRE appraisals: Imagineering gradually gives way to reality. / What if all the sales are distressed?

“There’s a lot of money and control rights at stake, all depending upon the appraiser’s determination [of CRE value].”

By: Dave Wald

Sector weightings are a big reason why international markets have underperformed the US over the last 10-15 years. US=Tech=Outperformance

By: Valerie Noel