Broken Pie Chart podcast debates the dollar, markets, earnings, and more. Plus, they discuss one aspect of the S&P 500 Index estimates that no one ever talks about.
HiPOS Weekly Update: Lower Volatility and Time Decay Benefits - Instead of a State of the Union, I’ll call this the State of HIPOS. And so far, so good!
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.
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 - 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.
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.