We raise this question and let you know the S&P 500 has gone 107 sessions without a drop of at least 2%. That's the longest stretch since July of 2024. Yesterday, the Fed chair in much talked about comments said stock prices appear quote fairly highly valued.Ed Yardi said of that that it was Powell's irrational exuberance moment. Is that what it was, Joe. Not sure that he wanted to be the irrational exuberance moment because the irrational exuberance moment was followed by many years of price appreciation.R ...

Back. Stocks hovering near the flatline this morning after hitting some fresh records last week. Joining us here at Post 9 this morning, Interactive Brokers chief strategist Steve Sausnik is back looking at some areas, Steve, it sounds like where you you're not fully convinced, right.There's a there's certainly a degree of froth out there, Carl. And I think that's undeniable at this point. I'm not going to say the whole market is frothy, although it's certainly smelling that way to some extent.But I think t ...

贸易政策与市场反应 - 美国总统特朗普宣布与日本签署协议 日本将向美国投资5500亿美元 其中美国获得90%利润 同时美国将对日本商品征收15%关税 [1] - 美国财政部长表示近期可能签署多项贸易协议 对于欧盟等大型协议 8月截止日期具有灵活性 强调美国更倾向于等待更好的协议而非仓促达成 [2] 美联储政策与市场波动 - 市场因美联储主席鲍威尔被解雇的虚假谣言出现盘中下跌 鲍威尔因鹰派货币政策面临批评 [2] - 利率敏感板块如住房股和小盘股近期反弹 暗示降息可能临近 [2] 动量股与市场泡沫信号 - 低质量动量股出现异常上涨 例如OpenDoor Technologies本月涨幅达500% 其他被严重做空且表现不佳的股票如Krispy Kreme、Beyond、Kohls和Beyond Meat也出现反弹 [3] - 零日到期期权(0DTE)占每日期权交易量的三分之二 显示短期投机泡沫 [4] 技术指标与季节性趋势 - 标普500指数连续两个月高于20日均线 历史数据显示此后通常出现获利回吐 平均回报率为负 [8] - 自1950年以来 标普500指数在7月上半月表现强劲 下半月通常回吐涨幅 [9] 市场情绪与风险警示 - 市场出现非理性繁荣迹象 低质量动量股挤压空头 短期期权交易激增 [12]