In the last couple months, markets have moved much more overnight than during U.S. hours. While volatility in our markets has been higher than normal, it has been nothing compared to what most other global …
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Still holiday volumes in the option markets, but here were a few standouts. EEM – August Puts were very active today, with the Aug 38/33 put spread trading 60k times for 0.92 in the morning. XLP …
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Yesterday in the MorningWord I highlighted the chart of the Euro Stoxx Bank Index (SX7E), that I dubbed the “worst chart in the Northern Hemisphere” showing the index siting on massive long term support, and …
Continue readingYesterday on Fast Money, I got into an argument with the other traders about the homebuilders and construction stocks. They were mostly bullish, and viewed the recent pullback as a buying opportunity because of the …
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Jefferies downgraded a slew of gold miners today, arguing that “with short reserve lives, rising costs, rising political risks, and a stagnant commodity price” the entire group remained unattractive and overvalued. Putting aside the fact …
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MorningWord 7/2/13: As a fairly new entrepreneur, I hope I never have to do what ZNGA Founder & CEO did just yesterday, fire himself. Yesterday ZNGA announced the hire of Don Mattrick for the CEO role, MSFT’s former …
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Since “There Is No Alternative” has become such a mainstream phrase in the investing community, I wanted to look this morning at the relationship between the 10 year swap rate and the S&P 500 Dividend …
Continue readingPandora is a name we discussed on today’s “Talking Numbers” segment on Yahoo Finance. The stock is up 5% today (and up about 30% in the past 7 trading days) after MS upgraded it with …
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MorningWord 7/1/13: Ok, enough with all the summer swoon fear-mongering stuff. It is summer, and yes, global equity markets sold off from all time highs in the last few weeks. And it’s a slow news …
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It’s a jam-packed holiday week ahead. Despite the July 4th holiday on Thursday (and Wednesday a half-day as a result), there is a plethora of data and events throughout the week. So far overnight, S&P …
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