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Intraday Volatility Taking A Breather During 2023
Given the rise in 0DTE options and liquidity, surprisingly, intraday volatility dropped in 2023
 • 
Paul Cerro

June 2023

May 2023

The Weight On Their Backs
Why the S&P500 rising this year is all but an illusion
 • 
Paul Cerro

April 2023

BNPL: Buy Now, Pay Never
The economy is not fine when consumers need to make payments on groceries in installments

March 2023

You Want Outsized Returns? Start Small.
Large caps are still pricey and too crowded
 • 
Paul Cerro

February 2023

Soft Landing GDP "Bros" Are In La La Land
Why the soft landing club is getting real GDP expectations widly wrong
 • 
Paul Cerro

December 2022

A Most Volatile Year
This level of volatility is the highest it's been in at least 10 years
 • 
Paul Cerro
4
The Disconnect Between Reality and Perception in Cannabis
Business level fundamentals have only improved but the market doesn't care anymore
 • 
Paul Cerro

October 2022

U.S. Excess Savings Dwindling
Consumers excess savings from COVID are dropping at an alarming rate
 • 
Paul Cerro

August 2022

It's All About "Perspective"
Why looking under the hood on retail names is incredibly important
 • 
Paul Cerro
Amazon loses steam in 2022
How Amazon is slowly losing share in the e-commerce market
 • 
Paul Cerro

July 2022

Intraday Volatility Hitting Decades High
Daily price moves in the S&P 500 have surpassed all previous years in the last decade YTD
 • 
Paul Cerro
© 2024 Paul Cerro
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