May 31, 2019 by Dan • Trade Ideas

I’ve said it on many occasions over the last year, Apple will be one of the last battles fought in the ongoing trade war with China. Why? Well, they manufacture 200 million or so iPhones …

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May 30, 2019 by Dan • Trade Ideas

Today after the close Uber will report their first quarter as a publicly traded company. The options market is implying about a $3 move in either direction between now and tomorrow’s close, or about a …

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May 29, 2019 by Dan • Trade Ideas

Last night Workday (WDAY) reported their fiscal Q1 results and beat on most metrics and raised current fiscal 2020 subscription guidance, per WSJ: Revenue grew 33% to $825.1 million in its fiscal first quarter from …

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May 28, 2019 by Dan • Trade Updates

Back in early March, (Bonds Shaken, Not Yet Stirred) I made the case that U.S. Treasury Yields were about to take another leg lower: Its been my view for years as the Fed ended quantitative easing …

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May 24, 2019 by Dan • Trade Ideas

Mortgage rates this past week fell for the fourth consecutive week, with the 30-year fixed now at their lowest levels of 2019 round 4.06%, well below the average of 4.66% a year ago. You know …

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May 15, 2019 by Dan • Trade Ideas

The broad market, along with Auto stocks globally jumped on a headline that the trump admin plans to delay previously planned tariffs on cars entering the country by six months, per CNBC.com: These headlines came …

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