Is Warren Buffett Right on Stock Buybacks? Bank Failures and the FDIC
Derek Moore is back with Mick Puck to discuss the Warren Buffett quote excoriating opponents to share buybacks. Why buybacks and dividends are more closely related than you think.
HiPOS Trade Update: Accessing the Volatility Bank
HiPOS Trade Update: Accessing the Volatility Bank - Today ZEGA’s traders tapped into the elevated volatility levels in markets to identify our latest short put spread trade on the S&P 500 Index.
Sequence of Recessions & Slowdowns | Dividends Make a Comeback?
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.
Buy and Hedge Retirement Strategy Adjustments to Optimize the Current Market Environment
The Current Market Environment - With short-term rates pressing towards the 5% level, we’ve begun to see an impact on the pricing of near-the-money calls and puts.
US Debt Bomb & Interest Rates | Brewing Auto Loan Problem for Consumers?
Jay and Derek are back to discuss whether this current bear market is tracing the 2000/2001 bear market. Plus, they highlight how tight yield spreads are looking at what the 3-month treasury bill/ 2-year treasury note is yielding compared to high yield and investment grade bonds.
HiPOS Weekly Update: Holding Up Well Despite Downturn
HiPOS is a strategy that is not dependent on the market simply moving higher to realize gains. Back in February we entered the short put spread position while the market was trading north of 4000.