
Mike O’Rourke, Chief Market Strategist, Jones Trading,
Alpha Exchange
What's the Biggest Driver of Your Thought Process Right Now?
The number one metric that i am very focused on is the f p 500 marks of cap a g d p. And back in two thousand two it peaked out a hundred and 20%. I think right now were about 138 per centage d p. The other things that i'm looking at are, you know, the s p ernes yield and where the tenure treasury yield is. Those day measures i have more than seven days below me equities. So like ther say they're not specific to this environment, but i do believe this is coming out of a bubble.
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