
Nitin Saksena, Head of US Equity Derivative Research, BofA Securities
Alpha Exchange
The Unprecedented Dynamics of Financial Markets
The central bank put as increasingly conditioned equity investors in particular to learn that upside is actually a bigger risk. And then downside, you know, fundamental risk isn't real buying dips can be a great source of alpha. This year, very simple strategies that just buy the dip in the S&P are having one of their best years in 95 years of data. But I think the issue is that because of inflation that policy put is actually the most constrained today, that it has been since Greenspan invented it in the 87 crash.
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