Can The Fed Fail? | Q1 Winners Surprise the Crowd
Derek and Mike are paired once again to talk about markets and the economy. They discussed how Q1 asset class winners and losers weren’t what many thought coming into the quarter.
New Podcast: One Thing No One Ever Talks About within the S&P 500 Index | FANG Stocks 1 - Rest of Market 0
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
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!
Fed Tightening and Easing All at Once? | How Wrong Were Analysts on Earnings?
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.
ZEGA’s February 2023 Performance Numbers Release
Download a copy of ZEGA’s February 2023 Performance Numbers Release
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.