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Treading Water ⏳

  • Frank Villavicencio

Frank Villavicencio

28 Apr 2026 • 13 min read
Treading Water ⏳

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Yields Near 5% and Pricey Stocks: Buy Cheap Protection Now
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Yields Near 5% and Pricey Stocks: Buy Cheap Protection Now

Hold the Hedges. Stocks look expensive by historical standards, and that alone warrants caution.
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Market Pulse Daily Digest for October 27, 2026

Your browser does not support the video tag. 🔇 Hover for controls Market Update with Mauro 🎧 Market Pulse Daily Digest for October 27, 2026 Stocks Rallied Yesterday But Remain Expensive: Keep Your Hedges Yesterday started cautiously, with stocks looking pricey and momentum soft. By midday and into the close, the market
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A 5% Treasury Yield and Stretched Valuations Make Cheap Options Worth Buying
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A 5% Treasury Yield and Stretched Valuations Make Cheap Options Worth Buying

Keep the Protection On. Stocks look expensive and the bond market is sending a warning.
28 Oct 2026 18 min read
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