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Channel: The Latest Déjà Vu – Trump and Powell Dispute: April 17, 2025
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US Economic Growth Accelerates Ahead of Inauguration Day: Dec. 16, 2024

Markets are advancing to start the week as optimism concerning the Fed’s walk down the monetary policy stairs coincides with stronger-than-expected economic data.

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NDX Pumps Up the Vol

After Friday’s close we learned the latest changes to the Nasdaq 100 Index (NDX). Illumina (ILMN), Moderna (MRNA), and Super Micro Computer (SMCI) are being replaced by Axon Enterprise (AXON), Palantir...

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Chart Advisor: Hudbay Minerals Inc. (HBM.TO)

From SIA Charts 1/ Copper Producers Matrix 2/ ERO Copper Corp. (ERO.TO) 3/ Point and Figure Chart Investopedia is partnering with CMT Association on this newsletter.  The contents of this newsletter...

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Fibonacci, Futures, and Full-Time Trading: Lessons from TradingWarz

Join Andrew Wilkinson as he dives into the world of trading with Richard Dunn Paul, the creator of TradingWarz on YouTube. Discover how Richard turned Fibonacci, risk management, and futures trading...

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Charged: Analyst bullish on Tesla as Trump ‘a total game changer’

Trump transition team reportedly planning to roll back Biden EV, emissions policies.

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Estimize Part Three: The (Uncertain) Wisdom of AI

For a long time, Vinesh Jha, CEO of Estimize, founder of its parent company ExtractAlpha, and a pioneer of crowd-sourced earnings estimates, was skeptical about AI’s value for investment strategy.

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The four Trump policies most likely to impact economic growth

As the US heads toward a second Trump administration, the world is watching to see who will be part of the new administration and which campaign promises will come to fruition.

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The Rise of Populism: What It Means for Climate Action

As the momentum accelerates behind climate action and the green transition, one of the most pressing challenges is the ongoing rise of populism.

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3,000 Diagonal Call Spread Trades in Viavi Solutions Inc.  (Symbol: VIAV)

This morning 3,000 Viavi Solutions Inc. (Symbol: VIAV) December 20 ’24 10 / June 20 ’25 11 diagonal call spread traded for $0.49.

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Private Equity Versus Public Equity Returns

As private companies grow and are later sold to a strategic buyer or in an IPO, the discount will likely decline (multiples rise).

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Robust Retail Sales Halt Stock Momentum: December 17, 2024

Stocks are buckling following a stronger-than-expected US retail sales report, which is weighing on the liquidity outlook and the number of Fed cuts anticipated next year.

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One Leg at a Time: Analyzing Option Trade Volume

Dmitry Pargamanik and Will McBride, the cofounders of Market Chameleon, join IBKR’s Jeff Praissman to discuss researching single leg option trade volume and how to interpret the results. This podcast...

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It Went to 11

Last week, in a piece entitled “S&P 500 Halitosis”, we noted the bad breadth that has accompanied the S&P 500 (SPX) Index this month.  In each of December’s eight trading days prior to its...

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Chart Advisor: Get Ready for the Real Santa Claus Rally

Headed down to Wall Street yesterday to pave the way for Santa. As Yale Hirsch’s now famous line: “If Santa Claus should fail to call, bears may come to Broad and Wall.” This rather typical early...

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Over 5,000 Puts Trade in nVent Electric plc (Symbol: NVT)

This morning 5,950 nVent Electric plc (Symbol: NVT) February 21 ’25 65 puts traded for $1.28.

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All Eyes On December Fed Meeting As Traders Await Interest Rate Projections

The Fed is expected to cut rates by 0.25%, bringing them to 4.25%-4.50%, its third consecutive cut in 2024.

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Markets During Rate Cuts vs Rate Hikes

Market sentiment and activity can change during times of rate hikes and cuts. How do those events differ? What does that mean for investors trying to adapt their trading strategy? Adam Johnson,...

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Expectations for the Final FOMC Day of 2024

Some commentators have called today the last meaningful trading day of the year.  I disagree, because Friday’s Nasdaq 100 (NDX) rebalancing coinciding with a triple-witch expiration should matter, but...

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Markets Advance Ahead of FOMC: Dec. 18, 2024

Markets are advancing cautiously ahead of the FOMC’s final interest rate decision of the year this afternoon and the updated Summary of Economic Projections.

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December 2024 Highlights from the IBKR Quant Blog

Don’t miss these informative articles on Quantitative and Algorithmic Trading!

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