One of my investments, ThetaEdge, is inviting a select group of beta testers to help validate the product. If you’re sitting on stock that you don’t want to sell, but you do want to make income from, ThetaEdge is for you. Automated options trading recommendations identify opportunities based on your chosen risk profile. Ask its […]

September was a rough month for the equity markets, with the S&P 500 (-9.34%) and Nasdaq (-10.61%), marking the worst monthly decline since March of 2020. In our April letter, we called for a 3250 downside target on the S&P 500.  In our June letter, we said that we’re keeping our eyes open for an […]

August was a very interesting month for the markets, marked with meaningful volatility with a ~9% range from the high and low of the month.  The ultimate question that the market was (and maybe still is) trying to answer: Was the recent rally a bear market rally or the beginning of a new bull market?  […]

July was a very positive month for the markets, meaningfully reversing the trend we saw in the first half of the year.  The primary causal factors seemed to be:  A 75bps rate increase from the Fed that was accompanied by what many perceived as a dovish pivot in tone.   Corporate earnings that were not as […]