Derek Moore previews Apple, Tesla, and Microsoft earnings by looking at the implied moves around earning by the options market. Plus, Bloomberg comes out with a new inflation gauge called The Bacon Egg & Cheese Sandwich index.
New HiPOS Conservative Trade (Roll) - Monday the ZEGA team opportunistically closed out the existing HiPOS trade which had made almost all its profit and rolled into a new position that expires February 21st.
ZEGA’s December 2024 Performance Numbers Release
Derek and Jay round out the year with some 2025 predictions on markets, rates, bonds, oil, bitcoin, the dollar, GDP, inflation, and gold.
Derek and Jay react to the Fed meeting where people are calling it a hawkish cut and a reset of future expectations of where interest rates end up.