Making bank this year on the stock market for cash secured puts.
After years of $2T fiscal stimulus (that’s what a deficit is, after all) we have upward stock market.
And the BBB didn’t do anything to cut that so it can continue. Even tariff positive impact on the deficit isn’t going to get it down even to $1.5T.
If you create $2T per year to hand out systemically, it’s hard to have a down market . . . until that ends, somehow.
“Making bank this year on the stock market for cash secured puts.”
Long or short?