ZEGA’s November 2024 Performance Numbers Release
ZEGA’s November 2024 Performance Numbers Release
Hawk Tuah Crypto Scam? | United Healthcare CEO Single Stock Risk| Unemployment Breakdown | +29% S&P Years More Common| MicroStrategy vs. Bitcoin
Derek and Jay cover markets including the news on the CEO of United Healthcare, the Hawk Tuah meme coin alleged scam, unpacking the latest unemployment report, how markets go up 29% or more in a year more often than you’d think, and how the rotation of voting members of the FOMC might be hawkish in 2025.
HiPOS Weekly Update: Market Playing Nice with HiPOS
HiPOS Conservative Trade Update - The S&P 500 Index (SPX) made yet another new all-time high today.
HiPOS Conservative Trade Update
The S&P 500 Index (SPX) made yet another new all-time high today. It closed 15.3% above the short 5100 put leg in our spread. This is how far the spread is out-of-the-money (OTM).
Nvidia Gets Cheaper?|Buying Bitcoin vs Michael Saylor’s MicroStrategy | Dominos vs. Google | Historical Post Election Markets | Morgan Stanley Says 6500 SPX in 25’
Derek and Jay are back on the big 300th episode to discuss whether Michael Saylor’s ‘Bitcoin Yield’ makes sense and looking at why people are buying MicroStrategy vs just buying Bitcoin.
MicroStrategy Market Cap vs Bitcoin | Valuations Getting Frothy ? | Yields vs Fed Cuts | Second Inflation Surge? | US Dollar Problem | Nvidia Options
Derek and Jay talk through the latest market action including the forward PE ratio looking frothy, yields continue rising, probability of rate cuts dropping, and when and if the US Dollar strength will be a problem.