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1. S&P Sector Performance Before Yesterday…Technology Worst Sector

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2. Equal Weight S&P Still Below Highs

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3. India vs. China Chart Swinging Back to China Favor

India (INDA) had big run of outperformance vs. China (FXI). This chart shows FXI vs. INDA.

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4. DJT-Trump Media…It Would Not Take Much to Move Lower than Election Day

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5. Argentina Budget Surplus

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6. Norway Sovereign Wealth Fund Owns 1.5% of All Listed Stocks Globally

Cut to today, and Norway’s sovereign wealth fund is the biggest in the world. It owns 1.5% of all listed stocks globally, making it the world’s largest single investor. Now, following a bumper year for big tech, the fund posted a record-breaking annual profit of ~$222 billion on Wednesday, with the fund’s value topping $1.78 trillion at the time of writing — the equivalent of ~$319,900 for each Norwegian citizen.

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7. Good Demographics Tailwind….Gen Z and Millennials Earning Above Inflation

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8. U.S. Government Spending as a Share of GDP

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9. Population Without Electricity

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10. Organizing for Urgent

From Seth Godin: There are many ways to prioritize our time and focus, but the easiest and most vivid way is to do the urgent things first.

If we wait until a house plant is sick before we take care of it, though, it’s too late.

Deadlines, loud requests and last-minute interventions are crude forcing functions. They’re inefficient and common.

It’s far more effective to organize for important instead.

We thrive when we do things when we have the most leverage, not when everyone else does. Waiting for trouble means that you’re going to spend your days dealing with trouble.

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