I don't quite understand Bitcoin's comparison to Gold.  Bitcoin going to 4 Tril.  -   to converge to the Gold market cap,  relies on limited supply and Massive demand. The only problem is that there are a large number of cryptos that are out there and each one is vying to be the digital Gold standard.  So, if there's going to be widespread adoption of cryptocurrencies then the combined market cap of all cryptos may converge to Gold. In such a case, Gold's market cap will decline as well. Interesting to see how the demand for Bitcoin will unfold going forward.

Interesting. Do you have this for January?

RSP is an S&P 500 Equal-Weighted ETF that I know of.

did not look at it closely - but saw outlays for roads/bridges/airports/seaports/electric transmission etc.

just wanted to say that FED was also with drunken sailors with their massive QE even when CPI was well above 4%. Also, wanted to make the distinction between spending for investment (i.e. infrastructure/semis manufacturing etc.) versus spending for consumption (Covid era payments). 

If VIX closes below 18.4, it could be VIX buy signal

where do you see ODTE put/call ratio/volume?

Interesting chart. Please explain GEX profile etc. If pinning at 4400 is expected for June opex, do you expect a severe sell-off going forward with option holders being net long.

How do you read the info in this chart?

Wonder how this loan program adds to liquidity. If banks are borrowing from the FED to cushion their deposit flight and deposits (Checking+savings) go to Short-term treasuries, how is it adding to liquidity? If bank customers invest in the stock market instead of short-term treasuries then it does add to liquidity. But, cheking+Savings accounts are meant for payroll and working capital needs. I wonder if they'd risk it in the stock market.

That's awesome Matt. I have two questions:

1) Can you explain Gross loss in the second strategy? (it appears that your sales prior to opex week in resulting in a realized loss). Given the gross loss, it appears that it's better to buy on Monday after opex to increase gross profit (rather than selling on Friday before opex). 

2) Does the strategy work in 2022 (in a down year)?

Downgraded by Morgan Stanley today

Your connection between climate change investments and rising rates leading to bank defaults is tenuous at best. Please look into how poor the risk management was. Most management was highly compensated but failed to do their basic job and tried to hide behind regulatory relief.

Nice break out of the basing pattern - Thanks timebandit for the trade

FTX started bankruptcy proceedings

options trading system shows higher numbers I listed. Not sure what's the actual number.

Put_call ratio

I find it surprising that put-call ratio on S&P is 1.33 and IWM is 2.45.  It appears that Puts are being sold! (supporting short-covering rally view)

Or hedges are being added today in anticipation of weakness later?

Does anyone know the math on Stimulus checks?  When everything was shut down due to CovId, businesses and workers were given stimulus checks to make up for the lost income. Did anyone calculate the total income lost and compare it to the total stimulus checks given? (My guess is that more people got the stimulus checks even though they did not lose jobs -  but differentiating between people is not only cumbersome but would not have passed in the congress)

Stock Charts has ES charting - but, it's not for intraday! You can use ^ESZ22 to plot the daily chart for Dec S&P Futures.

Question: Looks like there's divergence in volume on Nasdaq McClellan versus price. Wondering if real money is buying.

Divergence

Happy 50th Birthday Matt.