Show Notes:

Post on X from Mike Zaccardi on 8.13 - https://x.com/MikeZaccardi/status/1955722314433126899

Post on X from Jay Kaeppel on 8/11 - https://x.com/jaykaeppel/status/1954864380828361192?

s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post from Jeff Hirsch on 8.20 that shows the historical seasonality of the VIX from 1990-2024 - https://jeffhirsch.tumblr.com/post/792429184710557696/volatility-low-in-vix-historically-rises-to-an

Article from Health System Tracker by Jared Ortaliza, Matt McGough and Kaitlyn VU titled “How much and why ACA Marketplace premiums are going up in 2026” back on 8/6 - https://www.healthsystemtracker.org/brief/how-much-and-why-aca-marketplace-premiums-are-going-up-in-2026/



314 Topics

• Matt's criticism of valuation metrics
• Bond performance in rate-cutting environment
• XRT Retail ETF notable performance contradicting predictions of supply chain disruptions
• VIX typically reaches annual lows in late July and peaks in October - normal seasonal weakness ahead
• Credit Spread Analysis
• FedEx stock price historically leads world trade volumes
• US business applications surging
• Healthcare Premium Increases
• Rate cutting pace preference – the slower pace of cuts is historically better for risk assets 
• 
  

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