1:55 – Current Market Overview:
Guest speaker Geoff Garbacz discusses how Quantitative Partners is viewing the current state of the market amidst recent turbulence, an impending decision from the Fed and the upcoming Election. He focuses on patterns such as the “ABC” wave formation and zeroes in on the performance of the S&P 500, Russell 2000, and technology stocks.
5:50 – Impact of Short Interest on the Market:
Geoff highlights the significance of short interest in market movements. He explains how short sellers add positions throughout the year and discusses the potential impact of mutual fund tax selling as the fiscal year-end approaches.
8:00 – Insights on Stock-Specific Shorts:
Geoff breaks down the performance of specific stocks, analyzing their performance, short interest and potential for either gains or losses. He provides examples of both strong performers and struggling stocks using the Chart Room program, available to all Quantitative Partners clients.
18:31 – Options Activity Analysis:
Geoff discusses unusual options activity, which has seen significant call volume. Geoff explains how Quantitative Partners tracks and analyzes spikes in call and put activity to identify potential market moves.
21:00 – Seasonality, Bias & Triggers:
Geoff discusses how Quantitative Partners observes seasonal patterns in the market, noting that the current time period is typically challenging for the S&P 500. He outlines key dates for potential market shifts and emphasizes the importance of monitoring seasonality in investment strategies.
23:50 – Report Applications and Predictions for the Future:
The discussion wraps up with Geoff discussing how Quantitative Partners applies shorts and options data, providing an example of a client growth portfolio to demonstrate how clients can integrate said data into their investment model. He also provides examples of sectors that are likely to continue to perform well (e.g., telecomms, insurance real estate, utilities) and groups that are currently struggling on the market (e.g., transports, consumer services, semiconductors).
