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So, let's start with summer.
Can we start with that?
Yeah, let's go over here.
Let's recap the summer that was because it
was the summer that sucked.
So vol got suppressed out the market like we know, right? The VIX was around 14 to 16 majority of the summer.
Every bomb, every missile, nothing carried it higher.
I think it hit 20s before getting stuffed into VIXpiration last week.
You typically don't see VIX selling down to 15 to 16 while the S&P is dragging lower.
You saw that into VIXpiration last week.
You had Mopex, the monthly option expiry
happen.
And now the flows are kind of repositioning
as the OPEX, Mopex and VIXpiration have passed.
The volume, because it's summer, has been so low and the vol's been so suppressed.
Really hasn't been a lot of follow through.
The indices really haven't done much in the last two weeks.
You're just back at 76.50 where you were a couple weeks ago, a month ago.
They haven't done a whole lot.
Individual names have moved harder, but if you go look at majority of the charts, they're Really hasn't been anything outside of healthcare that has stood out.
Healthcare and banks, right? A lot of the defensive names and cyclicals and consumer defensives.
Seven red days.
Apple's right around 310 where it was.
So, let's start with summer.
Can we start with that?
Yeah, let's go over here.
Let's recap the summer that was because it
was the summer that sucked.
So vol got suppressed out the market like we know, right? The VIX was around 14 to 16 majority of the summer.
Every bomb, every missile, nothing carried it higher.
I think it hit 20s before getting stuffed into VIXpiration last week.
You typically don't see VIX selling down to 15 to 16 while the S&P is dragging lower.
You saw that into VIXpiration last week.
You had Mopex, the monthly option expiry
happen.
And now the flows are kind of repositioning
as the OPEX, Mopex and VIXpiration have passed.
The volume, because it's summer, has been so low and the vol's been so suppressed.
Really hasn't been a lot of follow through.
The indices really haven't done much in the last two weeks.
You're just back at 76.50 where you were a couple weeks ago, a month ago.
They haven't done a whole lot.
Individual names have moved harder, but if you go look at majority of the charts, they're Really hasn't been anything outside of healthcare that has stood out.
Healthcare and banks, right? A lot of the defensive names and cyclicals and consumer defensives.
Seven red days.
Apple's right around 310 where it was.
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