June 27, 2019 by Dan • Trade Ideas

At the G-20 this weekend Trump and China’s President Xi will meet and exchange pleasantries through interpreters reinforcing their wonderful relationship while their trade representatives meet and likely make little substantive progress on the most …

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June 25, 2019 by Dan • Trade Ideas

Last night on CNBC’s Fast Money we discussed the dichotomy of the S&P 500 (SPX) trading at all-time highs, with the backdrop of a weakening U.S. economy, a Federal Reserve that is very likely to …

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June 20, 2019 by Dan • Trade Ideas

On Friday I updated a bearish view on semiconductor stocks (SMH – Chips and Dip?) suggesting… Not much in mind has changed in the space since late April, the company-specific issues that have hit names …

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June 17, 2019 by Dan • Trade Ideas

Adobe (ADBE) will report their fiscal Q2 results tomorrow after the close. The options market is implying about a 4% one-day move Wednesday, which is in line with the average one-day post-earnings move over the …

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June 14, 2019 by Dan • Trade Ideas

On April 25th prior to Intel’s (INTC) Q1 earnings, I laid out a bearish case for semiconductor stocks: And here was the trade idea: To quote the dude, this aggression will not stand man! BEARISH …

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