Q&A for the Market Outlook from May 12, 2024

Пікірлер: 14

  • @johntrolle8935
    @johntrolle8935Ай бұрын

    So happy to hear Dr. Mark after the 2017-2019 period when I got the CFA! A more relaxed time now

  • @KevinDixon
    @KevinDixonАй бұрын

    Thank you for your content!

  • @smart_beta
    @smart_betaАй бұрын

    The best chairs are steelcase office chairs.

  • @mihail4391
    @mihail4391Ай бұрын

    Top standard!

  • @chh8086
    @chh8086Ай бұрын

    I’m interested in updating Qs. Where do we apply?

  • @108987
    @108987Ай бұрын

    Hi Mark, just out of curiosity, would you consider having your own (100% owned) website in the future where you will maintain the applied series? Or is that not an optimal solution from a cost/benefit perspective?

  • @wm6549
    @wm6549Ай бұрын

    Re ABR, you mentioned selling naked calls. Isn't that considered very risky if the company gets bought or the stock stays elevated for a longer period of time? Thanks.

  • @EdgeOverHedge

    @EdgeOverHedge

    Ай бұрын

    Probably a bear put spread would have been less risky. Buy a put at the current market price and sell a put at 12.50.

  • @MarkMeldrum

    @MarkMeldrum

    Ай бұрын

    The July 12.50 would most likely have been assigned tonight as ABR is ex-dividend tomorrow morning.

  • @sdfergf
    @sdfergfАй бұрын

    Hi Mark, I am trying to understand the daily Treasury report and I have a question I hope you might be able to answer. According to the May 16th report, Treasury has issued $92.6 billion (fiscal yr to date) in nonmarketable securities, labeled "Government Account Series". My understanding is that this is intragovernmental debt (e.g. Social Security). Is that right? Since it is nonmarketable, does that mean it would not impact supply/demand dynamics in the day to day trading of treasuries? thank you

  • @MarkMeldrum

    @MarkMeldrum

    Ай бұрын

    It is the treasury borrowing from social security. It is debt nonetheless - it does have to be paid back. It can’t be cancelled, or the taxpayer, instead of paying back the debt, would then have to pay the social security benefits they already paid into.

  • @sdfergf

    @sdfergf

    Ай бұрын

    @@MarkMeldrum ok, thanks. what stuck out to me was that it seemed most of the Treasury issued debt this FY is non marketable, so I was curious the extent that impacts the supply/demand dynamics. Thanks again for the response.