President Joe Biden recently proposed a $2 trillion infrastructure bill to repair America’s crumbling infrastructure – an infrastructure that has earned a C- score from the American Society of Civil ... Read Full Article
Long QQQ Short The VIX There has been an ongoing debate in the investment industry when it comes to value and growth. Value had a fantastic run after the dotcom ... Read Full Article
From Steep Yield Curve to Tax Breaks: What caused the 2021 and 2016 sell-offs, and can we predict how the market will bounce back? The markets appear to be rebounding ... Read Full Article
SPACs were the hottest thing in 2019 and 2020, however, in the first months of 2021, they have failed to outperform the S&P 500. So, what is the reason behind ... Read Full Article
In this week’s newsletter, I am going to discuss the impact of rising rates on the market. We’ve seen a massive correction in many of the hot tech stocks that ... Read Full Article
In the first week of September 2020, retail traders (trading less than 10 contracts) made $11.5 billions worth of trades in call contracts, 9 time the weekly average. In comparison, ... Read Full Article
So who has been the biggest winner in this pandemic? Looking at the Russell 1000 index, it is prominent that companies with lower leverage on their balance sheets, have been ... Read Full Article
Is fixed income as an asset class no longer able to provide ballast against equity sell-offs? With zero lower bound interest rates(ZLB), the investors fear rates will not be able ... Read Full Article