S&P 500 Could Hit 4,500 by End of Year: RBC's Calvasina

The video discusses market targets, focusing on a quantitative approach to predicting levels like 4100 and 4500. It highlights the role of sentiment analysis and valuation models, considering factors like inflation and Fed cuts. The discussion shifts to tech stocks, examining their ownership status and the challenges posed by missing institutional data, particularly CFTC data. The analysis of NASDAQ futures positioning is emphasized as a key indicator of market trends.

What does the speaker suggest about the current positioning of NASDAQ futures?

What sentiment do many people have regarding the recent rally in tech stocks?