$S&P 500(.SPX)$ is at all-time highs while the Fear and Greed Index shows fear. Should you use this index to time the market?
No. Is the divergence worth considering as a risk warning? Absolutely, recent ATH at fear levels preceded pullbacks, caution is key.
$VanEck Semiconductor ETF(SMH)$ : Semiconductors is the most crowded trade, and individual names as $Advanced Micro Devices(AMD)$ and $Micron Technology(MU)$ are showing signs of consolidation with significant intra-week swings.
Capital rotates, it's not surprising to see the Mag7 ( $NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Tesla Motors(TSLA)$ )struggling.
Risk management is vital with semis at this point.
Comments