Investors Are Betting on a Market Melt-Up

Dow Jones11-18

By Gunjan Banerji

A roaring market rally since the U.S. presidential election has driven up the price of everything from shares of technology and manufacturing giants to cryptocurrencies. Many investors are betting it has room to run.

Investors have stampeded into funds tracking U.S. stocks and picked up trades that would profit if the rally that this past week sent the S&P 500 above 6000 for the first time reaches new heights.

U.S. equity exchange-traded and mutual funds drew nearly $56 billion in the week ended Wednesday, the second-largest weekly haul in records going back to 2008, according to EPFR data. Such funds have drawn inflows for seven consecutive months, the longest streak since 2021, when a dizzying market melt-up sent stocks to repeated records.

Driving the optimism? Many investors say they expect lower taxes and fewer regulations during Donald Trump's second term as president.

Dominic Rizzo, a technology portfolio manager at T. Rowe Price, said tariffs could boost U.S. manufacturing, driving a surge in domestic spending and investment. Other investors are simply breathing a sigh of relief that the election has passed.

The share of investors surveyed by the American Association of Individual Investors who said they were bullish jumped to 49.8% this past week, while the share of those reporting a neutral sentiment dropped to the lowest level since 2022. About 40% of those surveyed said the U.S. election made them more optimistic about the market.

"Animal spirits are alive and well right now," Rizzo said.

Rizzo oversees shares of Nvidia and other tech giants. After a big run-up, he is still optimistic about the group ahead of Nvidia's earnings report Wednesday. Investors are also fixated on the presidential transition and how it might shape the market's winners and losers.

Some market watchers caution that investors might be too quick to latch on to policies that could boost markets, while ignoring plans that might stir inflation and market volatility.

Stocks wobbled at the end of the past week, and bitcoin retreated. Trump's appointment of the vaccine skeptic Robert F. Kennedy Jr.as health and human services secretary pressured several stocks including Moderna and Pfizer. Shares of Tesla, which soared after the election and pushed the company's market cap back above $1 trillion, have stumbled in recent sessions. Shares of Trump Media & Technology Group fell 12% for the week.

Still, the S&P 500 index and the Nasdaq Composite closed Friday within about 3.2% of their respective record highs. With just weeks left in 2024, the S&P 500 is on track to jump more than 20% for the year, the second consecutive year of gains of that magnitude. It is a back-to-back advance that has been seen only three times over the past century, according to Deutsche Bank.

Joe Johnson, 37, said he has waded into hot stocks including Nvidia, Tesla and a crypto play, MicroStrategy. His portfolio has swelled this year, and he is feeling so good about the market that he is thinking about pouring his cash pile into stocks. He is eyeing such industrial giants as Caterpillar and Deere, which he believes will benefit from a strong economy.

"I am bullish on the market," Johnson said. "The euphoria everyone is feeling is warranted."

Johnson said he is excited about Trump's presidency and expects his policies to benefit his small business in Maryland, which sells boat-maintenance kits, engine parts and protective covers.

Many investors have piled into segments of the market such as small companies, which are especially sensitive to the economy.

The Russell 2000 has risen almost 2% since the election, and one of the largest exchange-traded funds tied to the index attracted $3.9 billion in inflows in a single session this month, the most since June 2007. Money managers, meanwhile, have increased positions that would pay out if the rally continued, driving net bullish bets in the futures market to the highest level in more than four years.

Some of the riskiest corners of financial markets are thriving too. Three of the top five days for trading in call options, trades that give the right to buy shares, have occurred this month, according to options records going back to 1973. That has pushed up the cost of bullish trades that would profit if stocks soared.

A frenzy of trading in cryptocurrencies sent bitcoin prices above $90,000 and unleashed a historic rush into crypto funds. Dogecoin, a speculative coin backed by nothing, shot up after Trump revealed plans to create a government-efficiency department called DOGE, to be co-led by Elon Musk, a dogecoin evangelist. Its $55 billion market cap now tops that of Ford Motor.

Trading in the over-the-counter market, which includes riskier securities such as penny stocks, has surged 27% in November from the same time last year, according to OTC Markets Group.

Some say stocks are looking expensive after their recent run. The S&P 500 recently traded at 22 times its expected earnings over the next 12 months, above its five-year average of roughly 20. A Bank of America strategist, Savita Subramanian, called market sentiment and positioning "dangerously bullish" in a note to clients Friday.

Bond investors have been sending a different signal, driving the benchmark 10-year Treasury yield to 4.426% on Friday, up from 4.072% around a month ago. They are banking on bigger deficits and higher inflation in the years ahead. Federal Reserve Chair Jerome Powell indicated Thursday that the central bank will take its time to trim interest rates, pressuring bonds and stocks.

One measure closely tracked by investors, the equity risk premium -- or the gap between the S&P 500's earnings yield and that of 10-year Treasurys -- shrank close to zero, the lowest level since 2002, according to Dow Jones Market Data. That means the reward for owning stocks over bonds is dwindling.

"The market is awfully expensive to have a melt-up," said Rob Arnott, the founder and chairman of Research Affiliates.

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