On Monday activist Investor Nelson Peltz announced that his hedge fund firm took a small stake in Comcast (CMSCA), per WSJ: Trian Fund Management LP, a hedge fund known for pushing big companies to make …
Continue readingOn August 5th Match Group, recent spinout of Interactive (IACI) owner of online dating sights Match.com, Tinder and OkCupid reported better than expected results in its first report as an independent company, per Barron’s: The …
Continue readingGuy and I hope you had a great weekend, we are back with The Set-Up for the coming week, click below to watch and see our notes and charts below the video: Markets: …
Continue readingThere has been a lot of talk about in trader circles about just how parabolic the move higher in tech stocks was in August, the fact that the Nasdaq 100, measured by the etf QQQ …
Continue readingYesterday after the market opened I taped my weekly In The Money segment with Fidelity Investments, watch by clicking below: We started with a very brief discussion on what I feel is the most important …
Continue readingThe Nasdaq 100 (QQQ) had an epic month in August, rallying more than 12% seemingly making new daily highs. Many market participants, including myself, felt like this was a bit of a blow-off top, but …
Continue readingAdobe Systems (ADBE) will report its fiscal Q3 results today after the close. The options market is implying about a 7% move in either direction or about $34 which is about in line with the …
Continue readingGuy and I hope you had a great weekend. We are back with The Set-Up this morning where we discuss this morning’s early strength, the slew of mergers (NVDA/Arm, GILD/IMMU, and ORCL/TikTokUs), Apple’s iPhone event, …
Continue readingRegular readers of Risk Reversal and viewers of CNBC (watch here and here) probably know where I stand on a coronavirus vaccine in 2020, NO ONE will be taking one this year, not one where …
Continue readingYesterday shortly after the market opened I taped my weekly In The Money segment with Fidelity Investments, watch by clicking below: We started with a brief discussion of the last week’s volatility in the stock …
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