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
Derek and Jay go through the recent unemployment numbers to see whether it was as bad as reported. Plus, did the recent hurricane throw of the surveys?
HiPOS Trade Update - The markets closed down Thursday after a gap down open this morning. We are in the middle of earnings season where many companies have beaten estimates but talked about spending more on AI.
S&P 500 Historical Returns By Party Since 1923 - What Does History Tell Us?
Derek adn Jay talk about everyone talking about Goldman’s 3% annual return target for next 10 years. What’s behind their analysis includes whether the S&P 500 Index has too much concentration.