Derek and Jay discuss Nvidia’s beat on earnings, their march towards $2trillion market cap, and how as earnings forecasts rise, even though the stock has made new highs, forward PE ratios go lower.
HiPOS Conservative Trade Update - Remember we always include the section on what you are rooting for?
New HiPOS Conservative Trade - Yesterday ZEGA’s traders capitalized on the resulting short-term rise in volatility due to Tuesday’s downturn.
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.
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.
Derek and Jay are it at once again where they analyze Tesla’s implied volatility right before earnings vs what happened. Did the option’s market misprice premiums?