Order of investing options market data reveals a spike in

Options market data reveals a spike in call buying for consumer discretionary names, adjusting the order of investing to position for back-to-school retail sales strength projected at 4.8% YoY growth. Seriously, why the hell is this administration determined to flush billions down Argentina’s toilet — or, to phrase that more elegantly, cui bono ? As Rohit Chopra, former director of the Consumer Financial Protection Bureau, explains in a Foreign Policy op-ed , the U.S. bailout will do nothing for ordinary people in Argentina, but will “bestow big benefits on financial investors” who bet big on Milei’s government and, until now, looked like big losers. Those investors, as it happens, reportedly include Elon Musk, who was “especially bullish” on Milei’s DOGE-style spending cuts. Bailout money is likely to be invested in “market-moving purchases that push up the value of assets and local currency,” and hedge funds and vulture capitalists “will see a windfall.” The Biden administration DOL, however, took a more cautionary approach by issuing a “ supplemental statement ” to the 2020 Information Letter in December 2021 (the “Supplemental Statement”). The Supplemental Statement clarified that the 2020 Information Letter did not endorse or recommend private equity investments. The order of investing among ESG-focused funds is increasingly favoring renewable energy plays. Solar sector ETFs posted 6.1% monthly gains, outperforming oil & gas benchmarks despite crude’s strength.