Is Big Tech All that Matters in Markets?

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

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