Jay and Derek are back to talk Jay Powell and the Fed seemingly tightening and loosening all at once. They raised rates, but then increased the size of their balance sheet through the SVB (and other) bank bailouts.
Jay and Derek are back o discuss markets going higher even when earnings decline post bear markets. Plus, they discuss Michael Kantro’s HOPE graph showing the order of slowing in the economy through the lens of Housing, New Orders, Profits, and Employment.
Jay spoke with Oliver Renick this morning on the TD Ameritrade Network regarding trading in today’s market.....
Jay Pestrichelli joined Nasdaq Trade Talks to discuss the option tactic referred to as the no-cost collar. See the interview here.
Surprising Impact Missing ONLY the 2 Best Days Has on Returns…And What to Do About it! - Would you be shocked if I told you missing only the 2 best market days each year over 10-years would turn a cumulative +108% return down to only 10%?
We regularly look at some selected peers in the hedged equity space to highlight the group and our Buy and Hedge Retirement performance.