You can see the defensive rotation taking place as equity markets have sold off. Consumer staples and utilities are the two best areas of the market under our power rankings. Meanwhile, the poster child of...
With $VIX showing signs that perhaps yesterday was a blow off top, I'm going to gingerly wade into the premium selling pond with a defined-risk Iron Condor trade on a semiconductor stock that may be entering a wide range of sideways chop.
It's been a great week down in Miami visiting family.
We had our first child in the middle of covid, and then had twins 2 years ago. So traveling hasn't exactly been at the top of the priority list, like it used to be for us before kids.
Why? Because tariffs create immediate uncertainty. They slow growth, tighten financial conditions, and drive a flight to safety — all of which are bond bullish in the short term. We’ve seen this playbook before: geopolitical tension or trade...
