ZEGA’s May 2023 Performance Numbers Release
Download ZEGA’s May 2023 Performance Numbers Release
Fund Flows into Tech go Parabolic | Was Everyone Wrong on International Markets? | Auto Dealership Profits
Derek and Mike discuss how unlike what all the “experts” thought, international stocks have done quite well, and Europe’s economy held up. They look back at how long US large cap has outperformed international developed country markets.
HiPOS Weekly Update: The Move We Wanted
HiPOS Conservative: Where Things Stand - As we continue towards the June 23rd expiration day, the S&P 500 Index (the underlying index) has continued marching higher.
Cheaper to Rent than Buy? | Beneish-M Score Near Market Highs? | Top 10 Market Cap Companies by Decade | VIX Level Makes Multiyear Low
Derek and Jay explore data showing its cheaper to rent vs. buying a home in all but 3 markets. Then they bring up the WSJ article saying companies are “juicing” earnings evidenced by the Beneish-M score and historically whether a high M-score predated market tops.
HiPOS Weekly Update: Give Me More
HiPOS Conservative Position Status - At the close Thursday the S&P 500 Index was a little over 20% above the short 3350 put strike leg of the open spread position.
AI Is the New Crypto & Blockchain Post Nvidia Earnings | Reach for Long Duration Bonds | More Fed Rate Increases Coming? | 7% Treasury Bills?
Derek and Jay had a lively discussion on whether AI is supplanting Crypto and Blockchain as the new thing. Then they point out fund flows going to long duration treasury (and 3x triple leveraged Treasury ETF) and why?