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.
Derek and Jay are discussing what segments of the market are now working on in October plus whether new auto loan delinquencies are something to worry about.
New HiPOS Conservative Trade Update - Today ZEGA’s traders simultaneously closed out the existing trade that had almost nothing left (meaning almost full profit realized) in it and opened a new short put spread with a November 22nd expiration date.
Derek and Jay are back again to discuss whether the level of the VIX Index at all-time market highs is a predictor of future market moves.
ZEGA’s September 2024 Performance Numbers Release
Derek and Jay answer some audience questions plus comparing 1995 first Fed rate cut to today’s market and asking if the next year can be a repeat of the 1995-96 period. They also dispel the myth that the Fed has never cut rates when markets are at all-time highs.