SP500 upper end of range, breakout or breakdown...
no matter! Backspread!
5 firms and the fate of the markets
Comparison - divergence grows to alarming levels, when in market history has concentrated risk been a good thing?
Earnings are great, unless your living in the (real) non-tech world.
CAT
Energy
Financials
RUT Roo
Gold, Bonds, a rally of everything or defensive posturing?
Retail opportunities? XLP
VIX Trades
SPX Expected Move
--last week-- 74.44 (expected move)
--next week-- 71.48
No touching for 3 weeks!

1 Comment
Tony DiTo
August 1, 2020Don, why is it so amazing to you that we are having inside expected moves? I thought expected move was one std deviation move! Meaning that it should stay INSIDE the expected move 68% of the time. I actually thought all those breaches of expected moves were the outliers! We have been long overdue for inside moves. Do I have this all wrong ?