On November 6th we placed a defined risk bearish trade in the emerging markets etf EEM. Here were our thoughts at the time and the trade: If you are of the mindset that the fear …
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Shares of General Electric (GE), up nearly 20% on the year, have doubled the performance of the S&P 500 (SPX) off of its 2009 financial crisis lows. It’s important to place some context around that …
Continue readingThe largest options trade of the day so far was a block of 84,000 Zoetis (ZTS) Jan2017 $35 strike puts sold to open at $1.25 when the stock was $46.72. Very simply, the put seller …
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Bear with me, this is a bit of a think piece. Short form multi-media messaging appears to be the “killer app” of the mobile social web. I have never found a use for Facebook’s core offering, …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was Nov 23rd to Nov 27th:
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Black Friday is on like Donkey Kong. I find the early reports of holiday selling season winners fascinating, the proclamations seem to come earlier and earlier each year, just as the Black Friday deals have (now …
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Following the announcement of the largest deal ever in pharma stocks yesterday we discussed the potential for tax inversion m&a to hit the tech space (Trade Idea – ARMH: An ARM and a Leg), as that seems …
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Last night on CNBC’s Fast Money we had former Army Colonel and Medal of Honor Winner Jack Jacobs to discuss what he calls two likely negative outcomes that could result from Turkey’s shooting down a …
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Last night on CNBC’s Fast Money we had a brief discussion of the Pfizer Allergen merger agreement announced earlier that day. While there is little overlap in products, lots of cross selling and cost cutting …
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Last night, Palo Alto Networks (PANW) handily beat fiscal Q1 expectations (eps .35 vs .32 estimate, sales $297 million vs $285 million estimate, and billings growth of 61% year over year, which was down sequentially …
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