Vinay Tolia | Feb 22, 2026

Volatility Pulse - Sector Whiplash

Weekly Market Commentary

Tariff Whiplash

90% of Tariffs Fell on Americans

NY Fed research indicates nearly 90% of tariff costs were borne by US firms and consumers through November 2025

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Vinay Tolia | Feb 19, 2026

The Real Magnificent Ones

ideas

What's outperformed the Mag 7 over the last year? European financials. Mag 7 33x Trailing P/E   EUFN 14x Trailing P/E 1-Year Return Mag 7: +24% EUFN: +63% EUFN vs Mag 7: 1

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Vinay Tolia | Feb 19, 2026

Software Market Dislocation?

Idea

Opportunities in the software sector?

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Vinay Tolia | Feb 19, 2026

Volatility Pulse - Hardware is Eating the World

Weekly Market Commentary

Hardware companies eat into tech

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Vinay Tolia | Feb 19, 2026

Volatility Pulse — Best of Times...Worst of Times

Weekly Market Commentary

Very Different States of mind between sectors

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Vinay Tolia | Feb 19, 2026

Volatility Pulse - Still Waters Run Deep

Weekly Market Commentary

Market is Calm but seems to be masking something

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Vinay Tolia | Feb 19, 2026

Volatility Pulse - The Magnificent Markdown

Weekly Market Commentary

The market rerates what it considers fair value multiples should be

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Marine Layer Advisors | May 22, 2025

Capitalizing on Low Volatility

In the world of structured notes and option strategies, the prevailing belief is that low volatility equates to fewer opportunities.

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Marine Layer Advisors | May 22, 2025

Practical Guide to Buffer vs. Barrier protection

By their very nature the Options and Derivative instruments within Structured Notes can be complicated.

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