
Volatility Views 534: The VIX Upside Saga Continues Plus Revenge of the Rundown
Volatility Views
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The Term Structure: Apple, Amazon, Google, Meta, Microsoft, and Nvidia
The run up has not really been a run up. If you look at kind of all the sectors as a whole, we're flat to down on the year. How long can this continue where you're at Apple and Microsoft and Nvidia strap the rest of the market to their back? There's a whole lot to unpack in the term structures. And if we make it through the first couple of weeks in June, we may have a pretty cool summer.
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