VIX is low (around 15) and hedges are relatively cheap, making it a rare opportunity to hedge against known summer risks (the August tariff deadline and the Japanese wild card) cheaply — a 'blood sacrifice' worth making to enjoy the summer.
normativepending
Speaker
ShrubEvidence Quote
“it's the first time that you can actually hedge for known risks cheaply because we have the August uh deadline”
Created: 6/18/2026, 2:32:33 PM
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