HiPOS Weekly Update: Thus Far According to Plan
HiPOS Conservative Trade Update - Remember we always include the section on what you are rooting for?
Put & Call Implied Volatility Mismatch? | US Dollar vs S&P 500 Correlation | Sticky Inflation | Japan Recession | Explaining Why Stocks Go Up (or down)
Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial, follow up on last week’s PE ratio (useless?) discussion explaining how stocks go up or down based on earnings, multiples, and other factors.
ZEGA’s January 2024 Performance Numbers Release
ZEGA’s January 2024 Performance Numbers Release
HiPOS Trade Update: Short Term Volatility Spike
New HiPOS Conservative Trade - Yesterday ZEGA’s traders capitalized on the resulting short-term rise in volatility due to Tuesday’s downturn.
Is the Forward PE Useless?| S&P 500 Election Seasonality | Gen Z vs. Gen X Special
Derek and Jay ask whether forward PE ratios are predictive of future market direction? Then they review how the S&P 500 Index has performed during each presidential election going back to 1996.
Too Focused on Fed Rates?| META Earnings Implied Volatility | NAV Erosion Myth
Derek and Jay discuss the Fed and Powell press conference market reaction. Plus, they look at META and Apple option’s implied volatilities did or didn’t predict the post earnings moves. 1994-95 experience in Fed rates and bond yields compared to today.