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August 31, 2025 48 mins

Derek Moore and Michael Snyder touch on Nvidia post earnings to see whether the options market go the expected moves right or not. Then, they explore Interactive Brokers replacing Walgreens in the S&P 500 Index and how new entrants are often a big, overlooked aspect of S&P earnings growth. Then, they once again check in on the Fed and PCE Inflation which while not dropping isn’t rising either. Later they look at how the Atlanta GDP Now model shows increasing growth while personal income is rising as well, so what could go wrong?

 

Nvida post earnings options moves

Why Nvidia long straddles before earnings didn’t’ work

Personal Income is rising

PCE Personal Consumption Index is flat

Cumulative flows into Ethereum are driving price

New entrants and drops from the S&P 500 Index

Interactive Brokers replaces Walgreens in S&P 500 Index

Vanguard VXF ETF Extended Markets Gives Potential S&P 500 Candidates

The Fed and the interest rate probabilities for a cut through end of 2025

Atlanta Fed GDP Now

Nvidia Forward PE Ratio vs Forward EPS Estimates vs Price

 

Mentioned in this Episode

 

Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT

 

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Contact Derek derek.moore@zegainvestments.com 

 

 

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