US stocks drop at the open, S&P 500 breaks the May low

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Markets don’t bottom on Fridays.

That’s what we’re seeing today with the S&P 500 opening down 60 points to 4058, a 1.6% drop after five consecutive weeks of losses.

I’m noticing the tone around risk assets is deteriorating. The talk in the market shows that the bulls have been vanquished. There’s a realization that it was all a bubble and that tech stocks without earnings don’t have a floor. That’s part of the transition to a bottom so take it as a good sign.

Technically though, a break of the May lows today is a big problem.

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