What does the options market say about the stock market? Despite the negative sentiment and risks, investors don’t seem to put their money where their mouth is. Due to little demand, hedges are screening cheap, and vol sellers are coming back. Here’s what I’m looking at ? Market isn’t expecting tail events into the next […]

So what’s going on with the dollar? Wasn’t it collapsing under the weight of inflation and recession, soon to be replaced by the RR (Renminbi-Ruble) currency system? Despite many arguments for a weaker USD, the dollar index $DXY actually gained 10% over the last year. How so? I asked this question on Twitter and want […]

“Keep calm and carry on.” – that’s the motto of this market right now. +0.81% on the SPX today, and the risk-on is in full swing this spring. Flashbacks of 2021 are all over the place – tech, growth and crypto are all higher in the last few weeks. Even though only half of S&P […]