Derek Moore talks about seeing stories of exploding 30-year yields but what if they are low compared to historical relationships between the fed funds rate?
Derek Moore discusses whether MSTR MicroStrategy will wind up in the S&P 500 Index and do we want that given it just holds bitcoin with some ratio between its intrinsic value and the MSTR market cap.
ZEGA’s April 2025 Performance Numbers Release
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.
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