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S&P 500: Market Update
Read summaryThe speaker discusses the recent drawdown in the S&P 500 and compares it to a previous one in late 2023. They mention that their general strategy for index funds is to DCA at low risk levels rather than trying to time the market, as timing can be difficult. They note that pre-election years in the S&P 500 typically experience drawdowns in Q3, with 2023 being particularly severe due to the long end of the yield curve breaking out to new highs. In contrast, the recent drawdown in 2024 saw the S&P 500 bounce back and put in new highs, potentially due to the 10-year yield stabilizing. The speaker suggests that monitoring the yield curve can provide insights into the movements of risk assets like stocks. Overall, understanding the relationship between the yield curve and risk assets can help investors navigate market volatility more effectively. 📈📉📊📆
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