Rob Anderson @_rob_anderson
U.S. Sector Strategist at Ned Davis Research St Louis, MO Joined December 2020-
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A 🧵on the Russell 2000's recent run: On Sept 18 the $RUT made its first record high since 11/8/2021. That's the 2nd longest period in between all-time highs on record and the longest while the S&P 500 has had been hitting new highs. So, yeah, it's noteworthy. @NDR_Research 1/5
Update - the worst three-year stretch on record for Health Care continues. Now lagging the S&P 500 by 69% over the period with its weight in the index dropping from 16% to 9%.
Update - the worst three-year stretch on record for Health Care continues. Now lagging the S&P 500 by 69% over the period with its weight in the index dropping from 16% to 9%. https://t.co/aurtiFttfB
Or a breakdown 📉📉
Foreign investors now have a record allocation to U.S. equities @NDR_Research
Renewed mega-cap leadership in September has been evident in the rise of market concentration. After falling to 34% in April, the top 10 companies in the S&P 500 moved above 40% this week for the first time since our data starts in 1972.
Today's Chart of the Day was shared by @_rob_anderson Click here to read more! thechartreport.com/cotd/09-15-25 $SPX
Worth a read. Highlights our views on what rate cuts could mean for leadership going forward.
Worth a read. Highlights our views on what rate cuts could mean for leadership going forward.

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