Hinwang
2021-03-12
Nice
Here’s why it matters that the Dow keeps hitting new highs
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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:</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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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s why it matters that the Dow keeps hitting new highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 16:20 GMT+8 <a href=https://www.marketwatch.com/story/heres-why-it-matters-that-the-dow-keeps-hitting-new-highs-11615487301?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s the way most ordinary Americans track the stock market, and the economy\nIt doesn’t get as much investor attention as the broad S&P 500 index or the sexy innovators of the Nasdaq Composite,but a ...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-why-it-matters-that-the-dow-keeps-hitting-new-highs-11615487301?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/heres-why-it-matters-that-the-dow-keeps-hitting-new-highs-11615487301?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1160019950","content_text":"It’s the way most ordinary Americans track the stock market, and the economy\nIt 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.\nThat 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:\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":291,"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":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/328591438"}
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