Is Nvidia Getting Cheaper? | No Inflation | New Entrants to S&P 500 Index | Flows Into Ethereum ETFs
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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