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PASSAIC PARTNERS

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Passaic Partners is a majority employee-owned investment firm dedicated to providing liquid alternative investment solutions to long-only and hedge fund investors.

Our derivative based strategies provide tools for investors to efficiently gain exposure, improve returns, reduce volatility, and provide liquidity when needed most.

EXPLORE OUR STRATEGIES

Insights.

The Train has Left the Station!

Priced for Perfection

It’s All Downhill from Here

Option Action Points Downward

In my early days of investing, I learned a valuable lesson the hard way. When the train has left the station, don’t chase it, wait for the next one.

The Market is Priced for Perfection

Perfection, today, is an adequate reduction in inflation resulting in the end of the hiking cycle, a reasonable and sustainable adjustment to a higher interest rate environment, housing stability, low unemployment along with no major hiccup from the commercial real estate sector.

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Inflation. Don’t Go Away Mad. Just Go Away!

The recent rally in crude oil prices, combined with the change in the Bank of Japan (“BOJ”) Yield Curve Control policy will continue to put upward pressure on U.S. interest rates and U.S. interest rate volatility. As noted to in our past Monthly Reviews, higher interest rate volatility translates into higher equity volatility. After maintaining a bearish view on equity volatility for the first half of the year, we believe that the markets are now transitioning to a higher interest rate (“MOVE”) and equity (“VIX”) volatility environment.

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