What Does the Stock Market Do After Record Down Quarters?
At ZEGA we don’t make year end market predictions. Instead as most of you know we are proponents of using a core hedged or buffered equity strategy.
Buy and Hedge Retirement Fixed Income Update
Recently some advisors have reached out for an update around the income portion of ZEGA’s Buy and Hedge Retirement Strategy. As many of you know this strategy looks to capture around 75% of the S&P 500 Index upside while putting a floor in the equity downside around -8%.
ZEGA’s November 2018 Performance Numbers Release
Download a PDF version of our November performance numbers
Are Pundits Touting the Wrong Sleep at Night Investing Strategy After Recent Market Turmoil?
During the recent October 2018 market drawdown, we heard the usual commentary from market professionals who issued their predictable words of wisdom.
The Market Predictions Are Streaming in. But If Your Hedged Does It Matter?
During yesterday’s CNBC show “Fast Money”, the traders discussed a lot of inside baseball market stuff. Another way of saying they got into some granular things around the shape of the yield curve and discounting of future earnings cash flows.
Hedged Equity Comparison Update for October 2018
I realize that October’s volatile market movement has made the September Peer Comparison a little less interesting.