115: An insane week for financial markets
As we approach the "terminal rate" it is natural for Fed to alter it's tone to be more neutral, the pivot is likely to provide an inflection point, but directionality of the future vector cannot be determined at this time. Trade carefully.
Tech def looks like the tip of the spear on the recession front. Businesses starting to pull back resulting in ad revenue getting crushed.
Personally picking up some Nov calls in case we do hear pivot language from the Fed and things rip after.
Any tickers specifically you looking at? Or just SPY in general?
Small OTM call positions on a couple of the big tech names that got outsized crushed last week.
Would do SPY as lower risk.
Interesting about the code review.
is this PayPal policy also with Venmo?
alternatives for direct to - zelle, cash app, other?
As we approach the "terminal rate" it is natural for Fed to alter it's tone to be more neutral, the pivot is likely to provide an inflection point, but directionality of the future vector cannot be determined at this time. Trade carefully.
Tech def looks like the tip of the spear on the recession front. Businesses starting to pull back resulting in ad revenue getting crushed.
Personally picking up some Nov calls in case we do hear pivot language from the Fed and things rip after.
Any tickers specifically you looking at? Or just SPY in general?
Small OTM call positions on a couple of the big tech names that got outsized crushed last week.
Would do SPY as lower risk.
Interesting about the code review.
is this PayPal policy also with Venmo?
alternatives for direct to - zelle, cash app, other?