Nick Lane
@thevaluereport
Investment Analyst for RIAAdvisors.com. Researcher for SimpleVisor.com, Contributor to RealInvestmentAdvice.com, and a believer that #value still matters.
ID: 1291715980549328897
http://www.riaadvisors.com 07-08-2020 12:41:14
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RIA Pro subscribers now receive the Viking Analytics Gamma Update on a weekly basis. With options volume spiking, awareness of Gamma Neutral, and other related levels has never been more important.
Tech dominance in US equities is approaching unprecedented levels relative to energy & financials. The gap between the S&P's weighting of tech stocks vs energy & financials is approaching the record reached in 2000. via @bespoke h/t Dave Wilson's Archive: Chart & Stock of the Day+ bespokepremium.com/interactive/po…
Mentions of layoffs by Federal Reserve at highest frequency ever ... not good timing, with major companies announcing job cuts in past couple weeks & PPP loans expiring Arbor Data Science
"Over the years, central banks have created conditions where prices in capital markets—and by implication, the resulting capital allocation structure—have become distorted to a previously unimaginable degree." GnS Economics #Fed #stockmarket gnseconomics.com/2020/10/08/the…