Taking a look a the S&P 500 versus the Vix, which is a measure of expected volatility that incorporates the buying and selling of out-of-the-money puts and calls – I’m overgeneralizing but it’s a look at how much hedging is going on in the options market. Anyway, the S&P 500 (lower pane) has regained what […]
Tax-News.com: UK Releases Construction VAT Reverse Charge Guidance
On September 24, 2020, HM Revenue and Customs released in-depth guidance on the introduction of the VAT reverse charge mechanism on the supply of building or construction services.
Barry interviews Dave Portnoy
My partner Barry Ritholtz interviewed Barstool founder and newly minted daytrading czar Dave Portnoy for his podcast at Bloomberg. You definitely can’t miss this one, I’ll be listening over the weekend. Dave Portnoy on the Business of Sports (Masters In Business)
IPO Fever
We’re on pace to break the all-time record for IPOs set back in the year 2000. We could potentially see over $100 billion raised in initial public offerings and more than 200 newly listed companies by the end of 2020. If so, it would be one of the strangest, most unpredictable outcomes of the year […]
Failure
The President’s failure to suppress the virus’s spread through strong, consistent national policies and Speaker Pelosi’s failure to make a deal with the Treasury Secretary for a new round of stimulus (so far) have now hit the tape in the form of a deceleration in hiring this past month. September’s jobs report came out this […]
The biggest market trends going into October
[embedded content] Welcome to Big Trends Monthly with Josh Brown and JC Parets of All Star Charts. We’re breaking down the latest monthly closing candlestick charts to reveal the most meaningful market moves around the world. – Taking a look at the Triple QQQ’s priced in long-term Treasury bonds (TLT)– Homebuilders are on fire, taking […]
August home sales CRUSH expectations
Just a few minutes ago, we got a pending home sales number for the month of August that absolutely crushed the expectations. Pending home sales rose 8.8% in August compared with July, reaching a record high pace, according to the National Association of Realtors survey, which dates back to January 2001. Sales were 24.2% higher […]
How to make a hundred million dollars for no reason
[embedded content] Join Downtown Josh Brown and Michael Batnick for another round of their favorite game, What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: Finance TikTok SucksCenti-millionairesGundlach Goes EastThe Next GE?Small Biz LaunchesHigh-frequency Indicators And much more! Subscribe to the channel, you’ll get […]
The Suburban Housing Boom is Just Getting Started
Are you a buyer? The sooner the better. Are you a seller? Ask high, and take your time. Because the boom in suburban real estate was going to happen, beginning this year, pandemic or not. And it could have legs for years. That’s according to my special guest, Logan Mohtashami, who joins me for the […]
SPACs are still bulls***
I almost slipped and bought into the SPAC Renaissance. Almost. Draftkings looks legit. But Draftkings could have been a true IPO. The SPAC wrapper was beside the point. Chamath and Ackman will probably do something legit, those guys usually find a way to win. Maybe a few others. The rest are / will be garbage. […]