Summary
- Since Trump’s re-election, the S&P 500 has been extremely narrow. The gap between the biggest stocks and the rest is historic.
- This article shows just how skewed things have been at the top and includes an analysis of bonds to make a more complete picture.
- The takeaways: The stock market could be in trouble, but at times like these, I opt for being long and hedged. I find that better than guessing.
- Black Friday Sale 2025: Get 20% Off
Gennaro Leonardi/iStock Editorial via Getty Images
This article is not about US President Donald J. Trump or his administration. These are my observations about what has transpired in financial markets globally, in summary, since Nov. 11, 2024.
To get you in the mindset of my research
Analyst’s Disclosure:I/we have a beneficial long position in the shares of QQQ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
I regularly own and trade QQQ and SPY and options on them.
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