The Week Ahead | 08/26/2019
Mike Khouw of CNBC always reminds me to sell options when volatility is high and buy options when volatility is low. Well we have seen some volatility this past week…
The Week Ahead | 08/19/2019
For a solid week now, all you’ve heard from the media is Inverted Yield Curve, Recession, and the Economy is Weakening… I watch the economy very closely, and what I…
The Week Ahead | 08/12/2019
Happy Monday. Good Luck out there this week. Global Spotlight Whatever Happened to a Quiet August in Europe? Italy’s government is hanging by a thread after the right-wing League party asked for a…
The Week Ahead | 8/5/2019
Happy Monday. Good Luck out there this week. Global Spotlight So Much for a Trade Truce. Our Third-Quarter Forecast published in mid-June said, “While there is a small window for a truce between…
The Week Ahead | 07/29/2019
This is one of the biggest weeks in economic data. Fed Announcement, Wednesday and the non-farm payroll on Friday. Uncertainty will breed volatility and our playbook says to sell options…
The Week Ahead | 07/15/2019
Happy Monday. Good Luck out there this week. Global Spotlight From Foreign Policy Fracas to Freeze? As U.S. President Donald Trump tries to avoid major foreign policy debacles from upsetting his…
The Week Ahead | 7/8/2019
Are we in a recession? JUN Global Manufacturing PMI (49.4 = worst reading since 2012), MAY German Factory Orders (-8.6% YoY = worst reading since SEP ’09) US Factory Orders…
The Week Ahead | 7/01/2019
Happy Monday. Good Luck out there this week. Global Spotlight Trump and Xi Declare a Truce. In line with the leaks and signaling in the days leading up to the G-20…
The Week Ahead | 6/24/2019
Happy Monday. Good Luck out there this week. Global Spotlight A Dove in Hawk’s Clothing? Let’s take stock of Iran’s retaliatory campaign so far. Within a span of six weeks, Iran…
The Week Ahead | 6/10/2019
Please look at Mark Guthners Post Short Squeeze Takes the S&P Higher for a good explination of the market movement. Prices are near the top of my risk range and the market…