March 31, 2020 by Dan • Trade Ideas

Shares of Electronic Arts (EA) have held up fairly well of late, at its lows last week down 25% from its 52-week highs from January vs the S&P 500 (SPX) which was down nearly 35% …

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March 30, 2020 by Dan • Trade Ideas

Tonight I was supposed to take my 16yo daughter to see, Pearl Jam at Madison Square Garden. Pearl Jam is probably my favorite band of the last thirty years, and the fact that my daughter …

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March 26, 2020 by Dan • Trade Ideas

When investors look back to 2019’s stock market performance, with the S&P 500 (SPX) up about  30%, despite no earnings growth for the index of 500 stocks, the inversion of the U.S.Treasury curve in the …

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March 25, 2020 by Dan • MorningWord

Yesterday was the single largest percentage gain for the Dow Jones Industrial Average since 1933, up 11.3%, while the S&P 500 (SPX) gained 9.3%. Truly Astounding. This is what my watch list looked like…Are we …

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March 24, 2020 by Dan • Trade Ideas

Last night I had a conversation with a friend who is long Zoom (ZM), he bought it on its first day of trading back in mid-April, not at the $36 IPO price but on the …

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