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Week 28, 2024: Market Speculations Post-Donald Trump Assassination Attempt
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Week 28, 2024: Market Speculations Post-Donald Trump Assassination Attempt

Jack's avatar
Jack
Jul 14, 2024
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Hello friends,

We’re back with new unbiased data for this week of the US stock market.

If my writing is helpful, please consider liking, and restacking this post!

My plan for today was to examine 5 different scenarios of how the presidential election could work out and how it will affect the stock market, but after waking up I discovered that Donald Trump was shot at Pennsylvania rally.

We do not condone violence. It has no place in a democratic country; a republic.

Details of my 5-page analysis can be found in the Premium section of this newsletter.

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This week in our newsletter

  • Detailed analysis of the presidential election and recent tragic events and how it could affect the stock market.

  • Started a major rebrand of the whole Subtack. Both in terms of usability and content. Lots of great things coming soon, including major financial experts writing columns. Everything, of course, included in the subscription price.

  • Added my personal picks with explanations for every data table in the premium section!

This graph was generated by our friends at TradingView. Did you know you can get 60% off the Premium plan forever even though it's not Black Friday?

My company is tracking over 2,000 tickers over 1B market cap daily traded in the US which we’re analyzing, in depth, using both quantitative systems and my professional review.

We are using tools that cost $30k+/month to bring this data to you.

If we ever launch more newsletters or new products, you will always find them at DailyMoat.com

Now, let's dive into this week's newsletter...

S&P500 Heatmap over the last week

Heatmap explained

Excel data

Weekly Report on High-Cap Companies in the S&P 500

Overview

The past week has seen significant movements among high-cap companies in the S&P 500, with notable gains and losses across various sectors. This report highlights the most significant changes and provides insights into the trends observed.

Notable Gains

  1. Lowe's (LOW): Up 9.44%

  2. HCA Healthcare (HCA): Up 6.42%

  3. AMD (AMD): Up 5.65%

  4. UnitedHealth Group (UNH): Up 4.82%

  5. Nvidia (NVDA): Up 2.71%

  6. Apple (AAPL): Up 1.86%

  7. Eli Lilly (LLY): Up 3.70%

  8. Johnson & Johnson (JNJ): Up 2.32%

Notable Losses

  1. Meta Platforms (META): Down 7.60%

  2. Netflix (NFLX): Down 6.23%

  3. ServiceNow (NOW): Down 5.95%

  4. Costco (COST): Down 4.83%

  5. Alphabet (GOOG): Down 2.70%

  6. Microsoft (MSFT): Down 3.00%

  7. Amazon (AMZN): Down 2.75%

  8. Adobe (ADBE): Down 3.33%

Sector Highlights

  • Technology: Mixed performance with significant gains from AMD and Nvidia, while Microsoft faced declines.

  • Healthcare: Strong performance overall, with significant gains from UnitedHealth Group and HCA Healthcare.

  • Consumer Cyclical: Mixed results with Lowe's showing a significant gain, but Amazon was down.

  • Financials: Mixed performance with gains from BlackRock and losses from Wells Fargo.

  • Communication Services: Notable losses from Meta Platforms and Netflix.

The past week has highlighted significant volatility among high-cap companies in the S&P 500, with substantial movements in both positive and negative directions. Key sectors such as technology and healthcare showed mixed performance. The observed volatility suggests that investors remain cautious amidst various market dynamics.

Please send feedback and ideas using comments or email. I answer emails personally.

And, as always — stay informed — and do your own due diligence,

Jack from The Daily Moat

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Cheers!

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