Eli Lilly (LLY): The GLP-1 Trade Is Bigger Than the Market Thinks
Mounjaro up 125%. Zepbound up 79%. A new oral pill just launched. The growth story keeps widening.
Category: Economy
New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts. And the S&P 500 is historically expensive. Traders need a framework for what comes next.
NVDA After the Beat: Why the Options Market Didn’t Celebrate
Record revenue. Record guidance. And the stock still drifted lower. Here’s what that tells options traders right now.
TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You
The biggest put buying eruption in TLT in recent memory just happened. This is not a drill.