ZEGA’s May 2025 Performance Numbers Release
ZEGA’s May 2025 Performance Numbers Release
Wrong on Inflation | NVDA Earnings | PCE Inflation vs CPI Inflation | Sell in May Didn’t Work
Derek explains how what sometimes seems obvious isn’t what happens as we can see with inflation numbers that continue to move lower despite consumer sentiment surveys expecting 6.6% inflation in the next year.
ZEGA’s April 2025 Performance Numbers Release
ZEGA’s April 2025 Performance Numbers Release
Barons Contrarian Cover | Negative GDP Details | Fed Rate Cuts? | Unemployment Was Fine | Sell in May? | S&P 500 After Near Bear Markets 1-Year Later
Derek Moore talks through what caused the negative GDP number and compares it to 2022 Q1’s more negative print. Hint, it’s those darn imports and exports.
Economic Forecast Crowding | Gold ATH | High Yield Spreads Not Recession Levels | Flight to Quality Trades Not Working | No the VIX Is Not Predicting Actual Moves Still
Derek Moore talks about airport business as a sign or lack thereof of recessions. Gold makes another all-time high while the safety trade like treasuries and the US dollar aren’t working lately.
ZEGA’s March 2025 Performance Numbers Release
ZEGA’s March 2025 Performance Numbers Release