Trade the World: Love Life

Guest post by Jason Perz from Against All Odds Research

Hey all, MktContext here. From time to time I look for incredible Substack authors in the finance space to share their thoughts with you. As traders, it’s important to hear different perspectives and round out our views. My good friend Jason Perz is a professional portfolio manager, commercial real estate investor, and retired pro BMX rider. His newsletter, Against All Odds Research, consistently offers insightful quant signals and market trends. Please enjoy today’s guest post.

Welcome to this week's letter. Going forward I will start talking about my “personal” portfolio. We are going to start taking more speculative bets using options and more. You guys have seen a few of these over time but some major developments have happened and the discount to premium ratio is looking tasty.

She is just a model and she looks good and we are seeing some major moves setting up. Today we will talk about a few. For paid subscribers, we are going to put these trades into action. Now that we have the …