In case you missed it, Chinese stocks had a day yesterday with the CSI 300 Index & the Shanghai Composite closing up 3.3% overnight, while the Shenzen was up 4% on rumors that the MSCI might start to …
Continue readingAfter a fairly sharp decline in the last month, highly correlated to the bounce in the U.S. Dollar, Gold finally bounced Friday off of an important technical level of 1200. It has followed through with …
Continue readingEvent: Workday Inc. (WDAY) report their fiscal Q1 results tonight after the close. The options market is implying about a 9.5% one day post earnings move, which is about inline with the 4 qtr one day …
Continue readingFriday afternoon I detailed a trade idea in the XLV, the S&P Healthcare Select etf (read here). The premise was fairly simple. The XLV has been a relative under-performer but it could be poised to play …
Continue readingTuesday morning, right before the S&P 500 (SPX) ripped 2% in a straight line into today, I offered a quick take on the technical set up of the index using a few time-frames (MorningWord 5/24/16: Fool Me Twice? – …
Continue readingThe financial media has spilled a lot of ink on the growing gap between GAAP and Adjusted Earnings. I’ve also written on the subject at times, choosing to focus on a stock by stock basis …
Continue readingIn Apple’s (AAPL) fiscal Q2, the company bought back shares at its slowest pace in 5 quarters, about $7 billion, bringing the grand total of shares bought back since the start of their $200 billion capital …
Continue readingEvent: Palo Alto Networks (PANW) reports their fiscal Q3 results after the close. The options market is implying about an 8% one day move tomorrow, which is rich to the 5.6% 4 qtr average one …
Continue readingOMG, the FT is reporting that Eddy Cue, the Apple (AAPL) exec in charge of iTunes, Music and iCloud, “raised the prospect… of buying Time Warner… at the end of last year with Olaf Olafsson, Time …
Continue readingGold Mining stocks had been the poster-children for the negative perfect storm that resulted from the implosion of the commodity super-cycle that started in the wake of the global financial crisis. The GDX, the Vaneck Vectors …
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