Sep 29, 2022
The rise of interest rates has been all over the news, but is there a silver lining? Yes, due to higher rates in short-term US treasuries hedged equity strategies now can further manage risk by substituting out short duration high yield to short term treasuries. ZEGA Financial CEO Jay Pestrichelli and Derek Moore are...
Sep 25, 2022
Does anyone who makes predictions in the financial news media know anything? Lots of headlines are making predictions so why not add some perspective from past bear markets (and bull markets) where many things’ people say never came true. Why investors make bad decisions due to news. How investors opt to stay in cash...
Sep 18, 2022
Inflation surprised to the upside last week. Although it was close to the Cleveland Fed’s nowcast estimate. So, what would it take for inflation to get back to the 2% level and when? We’ll go through the numbers today to illustrate what rate of monthy inflation would be needed to get there buy the spring. Its just...
Sep 11, 2022
Do markets always go up after the midterm elections? What about market performance during the presidential cycle? Interesting data points to historical numbers being bullish for markets next year. What could go wrong? Plus, why it may not matter what political party is in power.
Market performance before and...
Sep 4, 2022
Why Hedging Is the Answer for Portfolios | Can Hedgers Buy Markets Lower?
Show Summary:
Rather than try to time markets or worry about whether there is a selloff around the corner, look to stay invested but be hedged. But what is hedged equity? What are the benefits for investors who may be barraged by various...