Long TLT, Short QQQ

Long TLT, Short QQQ

The market has now priced in a soft landing based on the idea that the Fed can get inflation under control without causing the economy to roll over into recession. As a result, investors have piled into QQQ and completely…

Sell Calls, Play Defense

Sell Calls, Play Defense

There is an article on the front page of today’s WSJ Business & Finance section about how investors are buying calls in record volumes – and paying up for them (“The Bull Market Is Just Getting Started, Traders Bet” [SUBSCRIPTION…