TOPLEY’S TOP 10 April 10 2024

1. Q1 Letter – R.O.C.K. in the USA

Matt Topley

2. Office Property  Market 27-Year History

3. Residential Property as a Percentage of GDP is Still Low

JP Morgan Asset Management

4. Hedge Funds Long Momentum

Hedge-fund portfolios carry a record tilt to momentum, according to Goldman Sachs.

Source: Goldman Sachs

5. Small Caps Need Lower Rates

6. Gold and Copper Breakouts….Overall Commodity ETF Update

50day about to cross above 200day in COMT chart.

7. Stock Spin-Off ETF CSD Break Out to New Highs

8. More Than $100B of Big Pharma Drugs Face Patent Expiration

Barrons By Josh Nathan-Kazis

9. How Does Disney Make Money?

10. Hottest Job Markets

WSJ By Angel Au-Yeung and Tom Corrigan