Show Notes:
Post on X from Mike Zaccardi on 8.13 - https://x.com/MikeZaccardi/status/1955722314433126899
Post on X from Jay Kaeppel on 8/11 - https://x.com/jaykaeppel/status/1954864380828361192?
Post from Jeff Hirsch on 8.20 that shows the historical seasonality of the VIX from 1990-2024 - https://jeffhirsch.tumblr.com/post/792429184710557696/volatility-low-in-vix-historically-rises-to-an
Article from Health System Tracker by Jared Ortaliza, Matt McGough and Kaitlyn VU titled “How much and why ACA Marketplace premiums are going up in 2026” back on 8/6 - https://www.healthsystemtracker.org/brief/how-much-and-why-aca-marketplace-premiums-are-going-up-in-2026/
314 Topics
- Matt's criticism of valuation metrics
- Bond performance in rate-cutting environment
- XRT Retail ETF notable performance contradicting predictions of supply chain disruptions
- VIX typically reaches annual lows in late July and peaks in October - normal seasonal weakness ahead
- Credit Spread Analysis
- FedEx stock price historically leads world trade volumes
- US business applications surging
- Healthcare Premium Increases
- Rate cutting pace preference – the slower pace of cuts is historically better for risk assets
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