Yesterday (read below) I made the case that options prices on a directional basis were just too low heading into this morning’s Q2 earnings print for XOM. I expressed that view in a one day …
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I am not sure I can leave this one alone. Investor sentiment regarding Macau Casinos, and the stocks that make up the Shanghai Composite have made for some fascinating comparisons. Both having to do with stereotypes surrounding …
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Event: Exxon (XOM) reports Q2 results tomorrow morning before the open. The options market is implying about a 2% one day move, which is actually shy of the 4 qtr avg of just less than …
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Event: LinkedIn (LNKD) reports Q2 results tonight after the close. The options market is implying about a 11% one day move, which is shy of the 4 qtr avg of about 13.5% and about in …
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Procter & Gamble (PG) reported fiscal Q4 earnings this morning, and that coupled with guidance was nothing short of a mixed bag. The strength of the dollar continues to weigh on sales and earnings, which was generally …
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U.S. Q2 GDP was below forecast at 2.3%, and the first half average of 1.5% is below last year’s 1.9% first half gain which was essentially inline with the annual average increase of 2% since the start …
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Event: WFM reports fiscal Q3 results tonight after the close, the options market is implying about a 7% one day move, which is basically in line with the 4 qtr avg of about 7.5%, and …
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Event: WYNN reports Q2 results tonight after the close. The options market is implying about an 8% one day move, which is rich to the 4 qtr avg move of about 6.5%. The implied move …
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Yesterday I did a quick preview of Facebook’s (FB) Q2 earnings results due tonight after the close (below), but I want to add a couple comments. First things first, Facebook is a universally loved stock …
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With or without Dick Costolo, Twitter’s management is draped in buffoonery. Last night’s Q2 conference call (watch here if you’re a masochist) was an absolute disaster for investors. And I say that as a guy who …
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