TOPLEY’S TOP 10 November 15, 2024

1. Average P/E Ratio of Top 10 S&P 500 Stocks

Torsten Slok Apollo


2. Software Stocks +13% in 7 Sessions


3. Rotation to Software vs. Semis

Marketwatch By Emily Bary

https://www.marketwatch.com/story/nvidia-earnings-are-a-test-for-chip-stocks-as-software-has-stolen-the-limelight-8b5f54b8?mod=home-page


4. Shopify Spike Higher vs. All-Time Highs


5. Amazon New Highs Launches Competition for TEMU and SHEIN

Morningbrew


6. Bonds Higher Yield than Stocks for First Time in 22 Years


7. Junior Gold Miners -18% Since Election


8. Europe -10% Correction into U.S. Election


9. Which Countries Hit Hardest by Tariffs?

From Zach Goldberg Jefferies …DB ranked the countries that are likely to be hardest hit by potential US tariffs, based on their economic reliance on US trade and potential scope of new levies. The top three hardest hit: Mexico, Vietnam and Canada.


10. Steve Jobs 6 Rules of Presentation