Opining On OPEX
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Archives: Daily Videos
10 Year Tanks Tesla
PPI hit the wire this morning and some hotter than expected numbers really brought a bid to the 10 year. Tesla was one of the most directly hit by this, but there are other spots in tech that’re still shining.
Expiration Craziness Leads to Only a Small Loss
Even with a bunch of warning signs, the SPX had a huge rally on the close, as buy imbalances ruled the day.
Weekly Review March 11, 2024 — March 14, 2024
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The DJCI Is A Negative For The Bond Market
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Haven’t We Been Here Before?
In this video, we discuss the amazing strength of the overall market. We continue to push higher and higher to new all-time highs in spite of hotter than expected inflation. The FED is trying to tame inflation and the market is waiting on rate cuts that may be delayed in coming. How does this play out for the market?
The Waiting Game
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The Waiting Game
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If We Can Hold Symmetry, This Is My Target In The S&P 500
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The Rally In Bonds This Month Finally Led To A Good Equity Rally
The positive divergence in bonds versus stocks this month led us to look for long ideas, at least for today.