Tech’s domination-
-How dominant is tech in the SP500
-TSLA
-NVDA
-Rotation within the sector
-loss of market internals
Inflation, CPI, consumer sentiment-
-Bonds/rates
-Gold
-Dollar
Volatility Update-
-/VX contago is stellar
-VVIX
-SKEW
Market at Fever Pitch-
-Options Volume
-RIVN – 110 billion market cap
SPX Expected Move
–last week– 62.51 (expected move)
–next week– 60.41