US equities are broadly higher. VIX has been crushed to the 15.30s.
sp’60min
VIX’60min
Summary
Little to add. The only issue is whether the SPX also breaks a new hist’ high today, tomorrow, or not until next week. To most… it shouldn’t matter.
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notable stock: LLY
Concerns of generic GLP drugs.
I see Trump has posted…
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notable defense: LMT
UBS, neutral, 513>580
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notable strength: CAT
New hist’ high.
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notable miner: CCJ
L/t bullish nuclear/uranium
time for lunch