Jun 26, 2023
Derek Moore and ZEGA Financial CEO Jay Pestrichelli talk about CNN’s Fear and Greed Index and whether it’s a good indicator for markets. Then they explore differences in Put Call Ratios and how they may not measure what people think. Plus, they look at the volatility surface across different option maturities noting...
Jun 18, 2023
Jay Pestrichelli is back with Derek Moore to discuss Jay Powell’s tough talking but no action Fed. Plus, is this a repeat of the 1994-1995 forward PE expansion bull market? Also, they go back to the 200-2002 bear market where the Nasdaq 100 had 7 different 20% bear market rallies and the S&P 500 had its own share. Is...
Jun 11, 2023
Derek Moore and Mike Puck from ZEGA Financial discuss how unlike what all the “experts” thought, international stocks have done quite well, and Europe’s economy held up. They look back at how long US large cap has outperformed international developed country markets. Then they look at some sector flows and note...
Jun 4, 2023
Derek Moore and ZEGA Financial CEO Jay Pestrichelli explore data showing its cheaper to rent vs. buying a home in all but 3 markets. Then they bring up the WSJ article saying companies are “juicing” earnings evidenced by the Beneish-M score and historically whether a high M-score predated market tops. Later they...