Wednesday, July 2, 2025

Broadening Breadth?

Mid-week market update: I suggested on the weekend that the animal spirits were back. Indeed, the market may be undergoing a broadening in breadth and leadership. NASDAQ 100 stocks are coming off the boil, and med- and small-cap stocks are showing signs of life. That's a welcome short-term sign that this rally may have more room to run.
 

The full post can be found here.

 

 

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