There has been a lot of talk of late about m&a in the media space, specifically the acquisition of content. Earlier in the month, CNBC reported that Disney (DIS) had held talks to buy most …
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Yesterday on CNBC’s Fast Money I quickly detailed a short-term bullish trade that I saw trade in the market in the S&P Regional Bank etf, the KRE, click here to watch: When the etf was trading …
Continue readingYou know the drill with the “Dow Theory” which suggests that new highs in the Dow Jones Industrial Average should be confirmed by new highs in the Dow Jones Transport or vice versa to validate the …
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Shares of Celgene (CELG) got slammed in October, from above $140 to below $100 in the span of a few weeks. We took a look at the stock in late October when it was around …
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Last Thursday when Square (SQ) was trading at then all-time highs just below $42, we detailed some of the recent newsflow and optimism that has been driving investor interest in the stock which as I …
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Last week we previewed Cisco’s (CSCO) FQ1 earnings event and detailed a couple of trade ideas, one defined risk bullish and the other a low dollar cost hedge. The stock was at a potential inflection …
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This morning we wake to yet another semiconductor merger between Marvell Technology (MRVL) paying $6 billion for Cavium (CAVM), with acquirer MRVL offering the following justification in the press release (emphasis mine): The transaction combines …
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I have no special knowledge whatsoever about the fate AT&T’s (T) planned takeover of Time Warner (TWX), but I suspect the government will back down from some of the rumored demands. Specifically regarding the government’s suggestion …
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Fed Fund futures are pricing a near certain chance that the Federal Reserve will raise short-term interest rates to a range of 1.25% to 1.5% at their December 13th meeting, this after they have already signaled …
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Yesterday we previewed Square (SQ) earnings and detailed two different ways to play for a move higher. One was bullish looking out to year end and the other was, using the technical term, “kind of …
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