April 21, 2017 by Dan • FREE ACCESS

Yesterday, our friend Peter Boockvar of The BoockReport had some interesting commentary regarding the Fed’s intention to tighten monetary policy (emphasis mine): After hearing Fed President Eric Rosengren yesterday afternoon again giving his support for allowing …

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April 20, 2017 by Dan • Big Printin'

This weekend French citizens will cast the first of two votes that could likely determine the fate of the European Union. You know the drill by now, the election of right-wing nationalist Marine Le Pen …

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April 20, 2017 by Dan • Trade Ideas

General Electric (GE) will report Q1 results tomorrow before the open. The options market is implying about a 2% one day move tomorrow, which is rich to the 4 qtr average one-day post earnings move …

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April 20, 2017 by Dan • Trade Ideas

Visa (V) will report their fiscal Q2 results tonight after the close.The options market is implying about a $3 move in either direction tomorrow, or about 3.3%, which is rich to its 2.3% average one-day …

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April 20, 2017 by Dan • FREE ACCESS

Wake and bake is not exactly my jam (not even on 420) but the top story in the WSJ this morning had me wondering what was in my breakfast muffin: I wasn’t the only one: When …

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April 19, 2017 by Dan • Trade Ideas

Qualcomm (QCOM) will report their fiscal Q2 results tonight after the close. The options market is implying about a 5% one day move tomorrow in either direction, which is essentially in line with its decline …

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April 19, 2017 by Dan • FREE ACCESS

So far, U.S. stocks could not be bothered in the least by dysfunction in Washington, increasing geopolitical tensions, the fissures in the European Union, or most importantly the recent weakening of economic data in the …

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April 18, 2017 by Dan • Chart of the Day

Last night on CNBC’s Fast Money I took a quick look at the implied movement in the options market for Bank Of America (BAC) and Goldman Sachs (GS) following their Q1 earnings reports this morning, …

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