Christopher HartHost
Michael McBathHostChris MessinaGuest
Ryan KennedyGuestDave Dorica
Ken Lorman
but uh for all of you out there that might think maybe you're democrats that maybe things aren't that good or anything you might take a look at exactly how we're doing yeah so what i try to do is on the first day that i'm here each week i want to just give you a little quick update How the indexes have performed because they control so much of America's money.

And I know it sounds simplistic, but it's as simplistic as put the money in, you buy the index, and you get whatever happens.

And if you take a look at a 5-year, a 10-year, a 15-year, a 20-year track record, you'll always see why somebody says you want a nice way to go without costing a lot of money, without putting yourself down.

And you just choose the index that you think, looking at the historical record of it, that you'd be comfortable with performance-wise.

Now, not like September, which was a little awkward for us, October is actually one of the top months for the stock market returns over the years.

And in trying to determine the near-term moves in this market, an investor should know this.

The S&P 500 gained roughly 10% during the first six months of the year, but nearly 85% of those gains came from just, get ready, two sectors.

The semiconductor and the technology sector, which is stocks like NVIDIA, Mike wrote that, stocks like that.

And the nice thing about the S&P, like the other ones, they adjust their portfolio every so many years based upon who hasn't done anything, who has, how the company's doing.

you know built for the future etc now more than 90 percent of the s p companies collectively account for this is sort of ironic for less than two percent of the index's positive move but nearly forty percent of uh the companies in the index posted negative shares price performance okay sounds pretty bad doesn't it but then go back look at the move uh look at the fact that there were two sectors that carried the whole game and they carried it very strongly Currently, 60% of the S&P 500 stocks now carry, this is really ironic, carry a buy rating from all Wall Street analysts.

Do you think there's enthusiasm out there? The percentage of sell ratings is also below, get ready, this year's average of 5.5%.

So very few people have sell ratings on the stock that are analysts, and a lot have it on the buy side.

Now, keep in mind, when everyone is expecting good news, there is obviously less room for positive surprises, which I think we all know these things could be around the corner.

but uh for all of you out there that might think maybe you're democrats that maybe things aren't that good or anything you might take a look at exactly how we're doing yeah so what i try to do is on the first day that i'm here each week i want to just give you a little quick update How the indexes have performed because they control so much of America's money.

And I know it sounds simplistic, but it's as simplistic as put the money in, you buy the index, and you get whatever happens.

And if you take a look at a 5-year, a 10-year, a 15-year, a 20-year track record, you'll always see why somebody says you want a nice way to go without costing a lot of money, without putting yourself down.

And you just choose the index that you think, looking at the historical record of it, that you'd be comfortable with performance-wise.

Now, not like September, which was a little awkward for us, October is actually one of the top months for the stock market returns over the years.

And in trying to determine the near-term moves in this market, an investor should know this.

The S&P 500 gained roughly 10% during the first six months of the year, but nearly 85% of those gains came from just, get ready, two sectors.

The semiconductor and the technology sector, which is stocks like NVIDIA, Mike wrote that, stocks like that.

And the nice thing about the S&P, like the other ones, they adjust their portfolio every so many years based upon who hasn't done anything, who has, how the company's doing.

you know built for the future etc now more than 90 percent of the s p companies collectively account for this is sort of ironic for less than two percent of the index's positive move but nearly forty percent of uh the companies in the index posted negative shares price performance okay sounds pretty bad doesn't it but then go back look at the move uh look at the fact that there were two sectors that carried the whole game and they carried it very strongly Currently, 60% of the S&P 500 stocks now carry, this is really ironic, carry a buy rating from all Wall Street analysts.

Do you think there's enthusiasm out there? The percentage of sell ratings is also below, get ready, this year's average of 5.5%.

So very few people have sell ratings on the stock that are analysts, and a lot have it on the buy side.

Now, keep in mind, when everyone is expecting good news, there is obviously less room for positive surprises, which I think we all know these things could be around the corner.
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