Eric Lytikainen: Gamma Flips and Regime Changes
Gamma Flip is such an under followed metric but so important to better manage risk.
Gamma Flip is such an under followed metric but so important to better manage risk.
S&P 500 Monthly Valuation & Analysis Review. A deep dive into the fundamentals which drive long-term returns from J. Breet Freeze.
The business media characterizes the labor market as “better than expected.” The reality is that it is “ugly but improving.” Read this article for a dose of reality.
Technically speaking, margin debt has been fueling the market as the recent mania has driven markets to record highs. However, therein also lies the risk of the next correction.
The "rationalization" that low rates justify high valuations is but one of several arguments used to justify overpaying for value in a late-stage bull market. But is it true?
It's a "Tale Of Two Bull Markets." I review the major markets and sectors from a longer-term technical perspective to reveal the more extreme risk investors are taking currently to chase markets.
Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
Just how overstated are new home sales? Year-to-date new home sales total 450,000. That is the 6th consecutive increase January through July. Something just doesn't add up.
Recently, Ed Yardeni suggested that 2020 looked a lot like 1920. Could we in for a melt-up? Maybe. However, valuations suggest returns over the next decade won't resemble the 1920s.