Derek Moore and Shane Skinner talk about the rally in gold no one seems to care about and the gold oil ratio. Then, they go through the indicators used to determine recessions and note they don’t seem that bad, although nonfarm payrolls did disappoint.
Why did we opportunistically decide to rebuild ZBIG 2025 vintage accounts early? - Protect Profits - Reset Their Buffers - Reposition For Future Growth
ZEGA’s July 2025 Performance Numbers Release
Derek Moore and Mike Snyder compare the 2009 bull market to today plus Wall Street year end estimates get bullish again. Plus, What Nvidia’s options market is forecasting for implied moves around earnings.
ZEGA’s June 2025 Performance Numbers Release
Derek Moore looks to answer the question on whether Hedged Equity or the 60/40 stock bond portfolio is a better fit given where we are and why. How bonds had a 40-year bull market but is it likely that is possible again given where we are?