JarodLing
2021-03-12
Intersting. Good to know
Here’s why it matters that the Dow keeps hitting new highs
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Good to know","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/328504969","repostId":1160019950,"repostType":4,"repost":{"id":"1160019950","kind":"news","pubTimestamp":1615537244,"share":"https://www.laohu8.com/m/news/1160019950?lang=&edition=full","pubTime":"2021-03-12 16:20","market":"us","language":"en","title":"Here’s why it matters that the Dow keeps hitting new highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1160019950","media":"MarketWatch","summary":"It’s the way most ordinary Americans track the stock market, and the economy\nIt doesn’t get as much ","content":"<p>It’s the way most ordinary Americans track the stock market, and the economy</p>\n<p>It doesn’t get as much investor attention as the broad S&P 500 index or the sexy innovators of the Nasdaq Composite,but a closer look at the Dow Jones Industrial Average is a good reminder that the cyclical trade is what’s moving markets in 2021 — and why that matters.</p>\n<p>That idea comes from an analysis from DataTrek Research, published Thursday. Co-founder Jessica Rabe notes that just six of the Dow’s 30 holdings are responsible for its year-to-date gains. As of the close of business Wednesday and adjusted for rounding, they are:</p>\n<p><img src=\"https://static.tigerbbs.com/b36022f6e9f32aae579f1ae2016bbc88\" tg-width=\"717\" tg-height=\"250\"></p>\n<p>What does the performance of what Rabe calls “old school, mostly ‘industrial’” stocks tell us? “They all continue to reflect confidence in reopening trades and a steepening yield curve. We remain bullish on Energy,Financials and Industrials,” she wrote.</p>\n<p>Of course, the blue-chip Dow isn’t only made up of industrials, despite its name. Apple Inc. and Salesforce are in the index too – and are among its worst performers in the year to date, down 9.4% and 4.8%, respectively, through March 10.</p>\n<p>“Still, the rotation into cyclicals and out of tech has been far more helpful than harmful to the Dow’s returns,” Rabe wrote. “Despite that a third of Dow names are in the red [year to date], they only account for a collective loss of 493 points to the index, or still less than Goldman Sachs’ 610 positive point contribution YTD.”</p>\n<p>Why should investors focus on this quirky small collection of price-weighted stocks? “It is still the way most Americans track the domestic stock market,” Rabe wrote. “There are far more Google searches every day for ‘Dow Jones’ than ‘S&P 500’ or ‘stock market.'”</p>\n<p>To whatever extent “Main Street” feels good – and goes out and spends – when “Wall Street” is doing well, it’s the performance of the Dow that triggers that, she added.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Co-founder Jessica Rabe notes that just six of the Dow’s 30 holdings are responsible for its year-to-date gains. As of the close of business Wednesday and adjusted for rounding, they are:\n\nWhat does the performance of what Rabe calls “old school, mostly ‘industrial’” stocks tell us? “They all continue to reflect confidence in reopening trades and a steepening yield curve. We remain bullish on Energy,Financials and Industrials,” she wrote.\nOf course, the blue-chip Dow isn’t only made up of industrials, despite its name. Apple Inc. and Salesforce are in the index too – and are among its worst performers in the year to date, down 9.4% and 4.8%, respectively, through March 10.\n“Still, the rotation into cyclicals and out of tech has been far more helpful than harmful to the Dow’s returns,” Rabe wrote. “Despite that a third of Dow names are in the red [year to date], they only account for a collective loss of 493 points to the index, or still less than Goldman Sachs’ 610 positive point contribution YTD.”\nWhy should investors focus on this quirky small collection of price-weighted stocks? “It is still the way most Americans track the domestic stock market,” Rabe wrote. “There are far more Google searches every day for ‘Dow Jones’ than ‘S&P 500’ or ‘stock market.'”\nTo whatever extent “Main Street” feels good – and goes out and spends – when “Wall Street” is doing well, it’s the performance of the Dow that triggers that, she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":21,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/328504969"}
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