HiPOS Conservative Trade Update
The S&P 500 Index (SPX) made yet another new all-time high today. It closed 15.3% above the short 5100 put leg in our spread. This is how far the spread is out-of-the-money (OTM).
Nvidia Gets Cheaper?|Buying Bitcoin vs Michael Saylor’s MicroStrategy | Dominos vs. Google | Historical Post Election Markets | Morgan Stanley Says 6500 SPX in 25’
Derek and Jay are back on the big 300th episode to discuss whether Michael Saylor’s ‘Bitcoin Yield’ makes sense and looking at why people are buying MicroStrategy vs just buying Bitcoin.
HiPOS Trade Update: Volatility Creates Early Opportunistic Roll
New HiPOS Conservative Trade Established - Today we took the opportunity provided by the market to close our existing open HiPOS position and establish a new one with a December 20th expiration date.
MicroStrategy Market Cap vs Bitcoin | Valuations Getting Frothy ? | Yields vs Fed Cuts | Second Inflation Surge? | US Dollar Problem | Nvidia Options
Derek and Jay talk through the latest market action including the forward PE ratio looking frothy, yields continue rising, probability of rate cuts dropping, and when and if the US Dollar strength will be a problem.
ZEGA’s October 2024 Performance Numbers Release
ZEGA’s October 2024 Performance Numbers Release
S&P 500 6000 | Bitcoin Strategic Reserve? | Why Bond Yields May Go Higher | Fed Rate Cuts Near All-Time Highs Bullish?
Derek and Jay decide who got the S&P 500 Index 6000 prediction right. Then they talk about Bitcoin running to new highs and some theories about a Bitcoin strategic reserve now that