DC Lite #126

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1. Economic Sentiment Index. "Economic sentiment decreased over the last two weeks, reaching its lowest point so far in 2024."

2. MOVE. Bond volatility continues to decline and is now at its lowest since February 2022.

3. MOVE vs. SPX. Declining bond volatility has been a tailwind for stocks.

4. HFs vs. Semis. Hedge funds are very long Semiconductor stocks.

5. Offense vs. Defense. "In the last 5 years, playing Defense or Offense in the stock market has been a wash."

See: Paulsen Perspectives