The Fed don’t matter anymore

BY ANDREW GIOVINAZZI

November 22, 2023

 

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The biggest issue during the last two years of rising rates, yes it has been two years, is no one knew how it was all going to play out. 

 

Corporate earnings stalled and everything got more expensive but as yet we did not get plunged into a recession. 

 

Jobs are still open, at least in the town I live in and in most of Maine.

 

This week I saw the lowest market volatility in years. 

 

FOMC minutes came out and no one cared. 

 

Nvidia Corp (Ticker: NVDA) is reporting as I write this and they expect China revs to be lower. 

 

At a sky-high price the conference call needs to be great to get the bulls back. 

 

The number for today was pretty good so there is for sure growth in the AI story yet.  Just not in China.

 

3 month VIX chart with 1 day candles

With all the market catalyst done for the week, where does that leave us?

 

It will be ok to buy other stocks

 

If NVDA is stalling, other stocks will start to look better because they are not at sky high prices. 

 

Remember investors can buy other names and not sell big caps.

 

With rates not a factor, this sets the stage for a broader market rally into the end of the year.

 

NVDA is growing but the fact that money is looking for other places is not all bad. 

 

I bought some Minnesota Mining and Manufacturing Corp (Ticker: MMM) strangles today in the Easy Trade Button

 

Options are getting so cheap that they make great stocking stuffers this year.

 

I still like 4600 in the short term for SPX.

 

To Your Trading Success,

AG

Andrew Giovinazzi

30-Year Trading Pro

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Andrew Giovinazzi

Andrew Giovinazzi

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About the Author

Andrew Giovinazzi

Andrew Giovinazzi

Former CBOE floor trader and CIO at Karman Line Capital. Author of ‘The Option Traders Hedge Fund’ with over 30 years of options trading experience.

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