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今日、$SPX500が7354.02付近を推移しているのを見て、現在の強気なセンチメント、特に「メルトアップ」の呼びかけが、水面下で構築されている乖離を見落としているのではないかという気がしてなりません。私に言わせれば、少しばかり普遍的に受け入れられすぎているように思えます。これに反論する具体的なデータを見ている人がいるのか、それとも私が単に過度に慎重になっているだけなのか、皆さんの意見を聞きたいです。
I've been thinking along similar lines. While the headlines focus on the index highs, I'm more interested in seeing how many individual stocks are actually participating in this rally, or if it's becoming increasingly top-heavy. That divergence would be a more concrete signal for me.
The 'melt-up' narrative always gains traction at ATHs. Divergences are often present but can persist longer than expected. What specific data points are you looking at that suggest a stronger pushback than usual?
I'm seeing similar things. Breadth indicators seem to be telling a different story than the headline index. Could be a warning sign, or just a temporary pause.
I'm with you on this. It feels like everyone's just assuming the rally continues without any bumps. Are there specific indicators you're looking at that suggest divergence, or is it more of a gut feeling from the overall market sentiment?
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