whats does it mean when market is up but small cap stocks are down in general?

Discussion in 'Economics' started by mute9003, Dec 29, 2021.

  1. Overnight

    Overnight

    If we use the Russel as an example with index comparison, there are many times where the NDX/SP go opposite the Russel. But there are many times where they converge.

    IIRC, this past year has seen an inverse correlation between the NDX and R2K, up to a point. The virus seems to muck up the small caps in a greater fashion than it does the mega-caps.

    This past week, up until yesterday, all the indices seemed to move in tandem, like a fun and orderly market reflecting a growing economy. For now though, no idea. Crazy times.
     
    #11     Dec 29, 2021
  2. nitrene

    nitrene

    My observation swing trading the 4 major equity index futures as well trading the sector ETFs/options is that most of the time YM & R2K fall under value while NQ is pure growth and ES is like 60/40 growth/value.

    R2K is heavily dependent on financials & energy companies in its index, so when XLE/XLF are down it is almost always down.

    Even with S&P splitting the large cap tech into 3 separate sectors (XLK, XLY & XLC) it is still top heavy with large cap tech.

    Here is the current sector breakdown for growth, value & defensive days:

    Growth -- Tech (XLK) & Consumer Discretionary (XLY)
    Value -- Financials (XLF), Energy (XLE) & Industrials (XLI)
    Defensive -- Utilities (XLU) & Consumer Staples (XLP)

    Yesterday (12/29/2021) was definitely a defensive day with XLU & XLP up more than 40-50 bps.
     
    #12     Dec 30, 2021
    cobco, yc47ib and xandman like this.
  3. mute9003

    mute9003

    I just think theres always a cause for an effect
    and since market started with minimum manipulation there is a natural order and natural behavior that "makes sense" for the market

    And when it "doesnt make sense" then i belive its a good sign that its being manipulated
    And since we as humans are not that smart we cant manipulate things to immitate their natural order because there are just too many variables for our limited brains to process nd keep track of we end up breaking the natural flow of things

    Kinda like the detective from fringe tv show said "one of those things is not like the others"

    I need more processing power. Anyone got any hookups on some alien technology?
     
    #13     Jan 18, 2022