by Jeff Bishop | Sep 13, 2020 | Editorial, Total Alpha
Your jump on the week looks at the themes driving this market… Starting with options expiration. Normally, traders expect increases in volume and chop during OPEX. So why isn’t the VIX agreeing with this assessment? VIX Hourly Chart How is it that...
by Jeff Bishop | Aug 30, 2020 | Total Alpha
Ever wonder why there is such a dislocation between the market and reality. And why is it almost never reflected in a company’s earnings results? It’s because analysts have done an AMAZING job of keeping expectations low… I’m not kidding. Check it out:...
by Jeff Bishop | Aug 23, 2020 | Editorial, Total Alpha
Can our economy recover if more than 10% of the population is unemployed? And shouldn’t we be getting back to normal by now? Last week’s jobless data reversed recent trends with week over week initial claims rising. Department of Labor Weekly...
by Jeff Bishop | Aug 16, 2020 | Editorial, Total Alpha
There may not be a lot of data points this week. But that doesn’t mean there aren’t plenty of obstacles. Money rotated with a vengeance from technology into small caps… …while inflation came in hotter than expected. That’s put a crimp on the treasury run...
by Jeff Bishop | Aug 2, 2020 | Editorial, Total Alpha
It never ceases to amaze me that people continue to short the market during strong uptrends. Sure, the data doesn’t make sense… There’s millions of people unemployed… And our healthcare system flirts with disaster every day. But that’s not going to stop Jerome...
