Small Caps Get Their Day | Buffett’s Apple Blunder? | Bull Market Length | Nvidia Cisco Comparison | Netflix Options Volatility

Broken Pie Chart

Derek Moore and Jay Pestrichelli are discussing what segments of the market are now working on in October plus whether new auto loan delinquencies are something to worry about. Then, reacting to Barron’s headline saying Warren Buffett selling Apple shares may have resulted in leaving $25 billion on the table. Later, they get into whether the comparisons of Nvidia today to Cisco in the late nineties is a fare comparison and if Nvidia is as overvalued as Cisco was in retrospect. Finally, they delve into the options action on Netflix and earnings, S&P 500 Index changes, and whether this bull market is young or really young depending on how you gauge the start of one.

Russell 2000 Index vs S&P 500 Index vs Nasdaq 100 Index performance in October

Auto Loan Serious Delinquent by 90 days move up to 2011 highs

The age of the bull market and length of previous bull markets

When do bull markets begin?

CSCO Cisco Systems vs NVDA Nvidia comparisons

Forward PE ratio of Nvidia today vs CSCO in 1999 and 2000

Net profit margins comparing NVDA today to CSCO in late nineties early 2000’s

Barron’s article saying Berkshire left $25 billion on the table by selling Apple shares

Amentum AMTM joins the S&P 500 Index while BBWI Bath & Body Works exits

Netflix option volatility at earnings

Would the long or short straddle have worked after earnings on Netflix?

Mentioned in this Episode

Where Markets Go After All-Time Highs by VIX Level | Crazy Earnings Estimates | CPI is Rarely 2% | Latest Interest Rate Probabilities https://open.spotify.com/episode/6U5IIpZmeY3s01GsUS0trt?si=a9a3be7a9a504882

Guggenheim info on Historical cycle trend periods https://www.guggenheiminvestments.com/advisor-resources/interactive-tools/dow-jones-historical-trends

Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt

Derek’s new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

Contact Derek [e-mail]