You Won’t Believe What China Just Did To The Dollar

TalkMarkets - Sun, 11/30/2025 - 17:09
China sold a record amount of Treasuries last quarter, which is more confirmation of the monetary tightening story which is now spilling out into the mainstream in the form of elevated repo rates, SOFR, and repo borrowing from the Fed.

Netflix Is Still Cheap Here - Shorting Out-Of-The-Money Puts Works Well

TalkMarkets - Sun, 11/30/2025 - 16:24
​​​​​​​Netflix, Inc. completed a 10-for-1 stock split as of Nov. 17, reducing the price from over $1,100 to $107.58 as of Friday, Nov. 28. That makes it much easier to sell short out-of-the-money (OTM) put options for income.

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