This content is for members only. Visit the site and log in/register to read. The post Reader Question on Hedging appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
Last week, Enrique Abeyta warned that OpenAI reminds him of Enron from the dot com boom/bust. This week, Nvidia announced a $100B “investment” into OpenAI which will then be used to buy Nvidia chips. This is the exact kind of accounting shenanigans that Enrique warned about. He’ll be guest hosting the video version of The ... Read more The post Weekly Points – September 26th, 2025 – 5 Things to Know in Investing This Week – The What if There’s an AI Spending Problem Issue appear...| Deep Knowledge Investing
We’re nearing another Shutdown Theater event where people pretend the government “shutting down” will result in disaster and both “sides” engaging in brinkmanship gaming. Prediction markets indicate that it’s likely we get a shutdown at midnight tonight. The stock market has shrugged and indicated it doesn’t care. Fiat economists are threatening that each day the ... Read more The post It’s Not a Market Event appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
Last year, there was a lot of reasonable speculation that Cisco $CSCO from a quarter-century ago was analogous to Nvidia $NVDA now. The thinking was that Cisco was selling the hardware that new internet companies needed. (That was analogous to selling the picks and shovels to gold miners more than 100 years earlier.) When the ... Read more The post What if OpenAI is Like Enron and Nvidia is Like Cisco appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
Market Bubble 2.0: Are We Repeating 1998? By Joe Tigay, Former SPX Pit and VIX Pit Options Market Maker, Portfolio Manager of the Rational Equity Armor Fund Look, I’ve been around these markets long enough to recognize when history starts rhyming. And right now, watching the Fed cut rates last... Read More The post Market Bubble 2.0: Are We Repeating 1998? appeared first on Equity Armor Investments.| Equity Armor Investments
Former VIX pit trader and portfolio manager Joe Tigay explains why Fed rate cuts could trigger a "crack-up boom" - the gradual flight from cash to hard assets as central banks worldwide devalue currencies. Learn why smart money is positioning for the slow erosion of purchasing power.| Equity Armor Investments
Taylor Swift’s anthem “Shake It Off” captured the mood this quarter as stocks shrugged off one scary headline after another and kept marching higher.| blog.roundhillinvestments.com
Former VIX trader reveals 3 scary market risks threatening investors—plus 5 breakthrough technologies controlled by one tech giant that could make these risks irrelevant.| Equity Armor Investments
August 2025 delivered strong performance across most asset classes, led by World Stocks with an impressive +4.12% gain. U.S. Stocks followed with a solid +2.05% return, while U.S. Real Estate posted a strong +2.91% gain for the month.Hedge Funds continued their positive momentum with a +1.51% return in August. Bonds also participated in the rally, gaining +1.15% for the month.Managed Futures posted their strongest month of 2025 with a +1.35% gain in August, marking a notable turnaround from i...| RCM Alternatives
In our view, METV still offers upside potential, supported by constructive market sentiment, favorable trendwork, and evolving fundamental catalysts. This is what we’re seeing.| blog.roundhillinvestments.com
The Fed’s Death Star Moment: Why Interest Rate Policy Is Like Luke’s Trench Run By Joe Tigay, Portfolio Manager, Rational Equity Armor Fund The Federal Reserve faces a near-impossible mission, akin to Luke Skywalker’s trench run on the Death Star: they must precisely lower interest rates to sustain economic growth... Read More The post The Fed’s Death Star Moment: Why Interest Rate Policy Is Like Luke Skywalkers Trench Run appeared first on Equity Armor Investments.| Equity Armor Investments
Create a financial/stock market themed image showing a dramatic upward trending chart or graph that appears to be floating or suspended in mid-air, suggesting it's filled with 'air' rather than solid foundation. The chart should look somewhat precarious or unsustainable, maybe with some sections appearing translucent or bubble-like. Include subtle visual elements that suggest uncertainty - perhaps some question marks floating around the chart, or the chart line becoming more dotted/uncertain ...| Equity Armor Investments
“Diversification Limits Returns” Some investors believe that spreading investments across various assets, a practice known as diversification, necessarily reduces potential returns. Let’s examine this belief. Reality: The core purpose of diversification is not to maximize returns but to manage risk. [1][2] However, by mitigating losses during downturns, a diversified portfolio can achieve more consistent growth […] The post Common Diversification Misconceptions appeared first on RCM A...| RCM Alternatives
June 2025 maintained the market momentum as U.S. Stocks delivered another strong month with a +5.14% gain, while World Stocks rose +3.90%. This continued strength has pushed U.S. Stocks' year-to-date return to +6.05%, while World Stocks extended their impressive lead with an +18.49% return for the year.Commodities rebounded significantly with a +4.11% gain in June, moving back into positive territory for the year at +1.23%. Hedge Funds contributed positively with a +1.53% monthly return, brin...| RCM Alternatives
A former VIX trader reveals why your S&P 500 index fund isn't as diversified as you think. Learn how S&P 500 concentration risk in AI stocks creates hidden risks and discover a smarter approach to long-term investing.| Equity Armor Investments
VIX spiked from 15.5 to 21 as predicted. Portfolio manager Joe Tigay explores the Icarus lesson for navigating volatility and innovation timing.| Equity Armor Investments
It sure seems like world renowned investor Paul Tudor Jones (PTJ) was pitching the exact product the smart folks over at ReturnStacked ETFs launched. PTJ is known for calling the 1987 market crash, and generally having big opinions on big market moves over the years. He was mostly right (gold and bitcoin) last November, while somewhat wrong (or maybe just early) saying Commodities were underpriced. (see our old post here). And now he’s adding equities to the mix, telling Bloomberg in ...| RCM Alternatives
Discover why markets at all-time highs with sleeping volatility signal a potential storm. A VIX pro's take on history rhyming, hidden risks, and why disciplined contrarianism wins.| Equity Armor Investments
Portfolio manager Joe Tigay reveals why market volatility seasonality matters. Learn ant vs. grasshopper strategies as VIX sits at 17 before September's return.| Equity Armor Investments
Taylor Swift’s anthem “Shake It Off” captured the mood this quarter as stocks shrugged off one scary headline after another and kept marching higher.| blog.roundhillinvestments.com
how cash hoarding creates the economic weakness investors fear, money market fund surge and parallels to 2000, 2008, 2019| Equity Armor Investments
In this Roundhill Roundup, we explore why fixed income’s role is changing—and how income focused ETF strategies offer an alternative in 2025.| blog.roundhillinvestments.com
Through the lens of the Roundhill Magnificent Seven ETF (MAGS), we examine whether these giants might become the new defensives as the wall of worry grows.| blog.roundhillinvestments.com
While markets have staged a remarkable comeback since their ‘Liberation Day’ losses, investor angst feels like it's at all-time high and it’s easy to understand why.| blog.roundhillinvestments.com
While investors remain skeptical on the outlook of US equities, the past decade has seen many corrections. Let's examine similar moves our latest blog.| blog.roundhillinvestments.com
Despite ongoing market turmoil, the longer-term foundation of the U.S. economy remains intact—for now. That said, it feels as if the economy has a shot clock. The longer that reciprocal tariffs stay in place, the more likely earnings are going to take a hit.| blog.roundhillinvestments.com
While the broader market has not yet experienced a correction, let alone a bear market, investors did not seem to appreciate how quickly the ‘Trump bump’ would turn to the ‘Trump slump’, especially for previously high-flying names.| blog.roundhillinvestments.com
As the final whistle blew on December 2024, the asset class scoreboard showed a tough month for most players, with only a few bright spots. Managed Futures showed some resilience, posting a solid gain of +1.27% in December, although that was mainly a bounce back from a down month in November. Elsewhere, most other asset classes struggled to stay afloat. Commodities also managed to finish in the green with a +2.98% gain, recovering from November losses. However, the rest of the field faltered,...| RCM Alternatives
Will 2024’s market leaders (the Magnificent Seven) consolidate as leaders, or will their high valuations become an obstacle?| blog.roundhillinvestments.com
Alongside artificial intelligence (AI), one of the defining market drivers in 2024 has been the outperformance of companies exhibiting positive operating leverage.| blog.roundhillinvestments.com
In October, most asset classes experienced setbacks amid increased market volatility:Global equities faced significant headwinds, with the ACWX world stock index falling -4.65% on concerns over slowing economic growth and geopolitical tensions. U.S. stocks showed more resilience but still declined, with the S&P 500 slipping -0.89%.Real estate also encountered challenges, with the IYR index dropping -3.49% as rising borrowing costs and economic uncertainty weighed on the sector. Speaking of th...| RCM Alternatives
In September, most asset classes saw a slight upward trajectory, except for commodities, which have continued to slip since July:U.S. real estate maintained its momentum, with the IYR index gaining +3.07%, as favorable mortgage rates and sustained demand persisted. Global equities extended their advance, with the ACWX world stock index rising +2.64% and the S&P 500 climbing +2.10%, driven by positive economic data.Bonds delivered solid returns, with the BND index up +1.31%, as yields remained...| RCM Alternatives
🎉 August was a wild ride for asset classes! 🎢U.S. real estate stole the show, with the IYR index showed gains of 5.40% as lower mortgage rates had buyers jumping for joy! U.S. and global equities also advanced, with the S&P 500 rising 2.34% and the ACWX world stock index climbing 2.71% on solid corporate earnings.Bonds delivered positive returns of 1.45% as Treasury yields stabilized. Hedge funds increased by 0.76%, with the QAI index benefiting from diversified strategies across asse...| RCM Alternatives
Kicking off in the third quarter, the month of July delivered a moderately positive performance across the major asset classes. There were not exceedingly great gains, but mostly, all were above the red, with only a couple suffering from declines. Commodities retreated, with the GSG index slipping -2.89% and falling to the bottom of the chart. Though relatively strong initially, they have begun to lose their luster coming off the 2nd and starting this 3rd quarter. Managed futures strategies t...| RCM Alternatives
In June 2024, most asset classes delivered positive returns, with U.S. stocks leading the pack:U.S. equities showed strong performance, with the S&P 500 climbing +3.53%, continuing the positive momentum from May. This robust growth in the domestic market contrasts with the slight decline in World stocks, which fell by -0.43%.U.S. Real Estate maintained its upward trajectory, gaining +1.88% in June, following a strong showing in May; this suggests a continued recovery in the property market de...| RCM Alternatives
Nvidia AI Foundry is a consequential announcement as it looks like it has been designed to maintain Nvidia’s dominance in AI when CUDA is no longer the control point in the AI ecosystem.| Radio Free Mobile
Big disconnect between words, numbers, investments and revenues. | Radio Free Mobile
In May, most asset classes rebounded after April's pullback: U.S. stocks led the way, with the S&P 500 gaining an impressive +5.06% as corporate earnings showed resilience. Real estate also recovered, with the IYR index climbing +4.93% as lower mortgage rates renewed demand. International shares participated in the rally, rising +3.95%. Bonds stabilized, with the Barclays Aggregate index gaining +1.68% as yields pulled back from recent highs. Hedge funds captured the upside with more direct...| RCM Alternatives
April represented a step back following March's gains, aside from Managed Futures being the star of the show this month.Commodities demonstrated resilience, posting a modest +0.95% growth despite the turbulence induced by the prospects of normalizing financial conditions. This volatility led to portfolio recalibration across sectors.Managed futures strategies once more, demonstrating relative resilience, advancing +1.99% through balanced long-short exposures, and leveraging their flexible fra...| RCM Alternatives
