Cisco Systems (CSCO) will report its fiscal Q4 earnings today after the close. The options market is implying about a 5.5% tomorrow, which is below the average one-day post-earnings move over the last four quarters …
Continue readingMy Friend Tom Lee, Founder and Head Strategist of FundStrat Global Advisors this morning in his client note continued to make the case about why the current rotation out of growth and into cyclical value …
Continue readingThis morning in Axios’s AM newsletter they had the following report that I thought was quite jarring: 1 big thing: Death spiral for consumers Many Americans are suffering from a quintuple whammy: unemployment, overdue rent, mounting …
Continue readingGood morning, Guy, and I hope you had a great weekend…we are back with The Set-Up, discussing today’s rotation out of the Nasdaq and into banks, industrials, and small caps. We preview this week’s earnings …
Continue readingYesterday Guy Adami, Sven Henrich, and I recorded Straight Talk where we discussed the likelihood of another relief package this month and the politics delaying a bi-partisan deal. We had a lively debate on the …
Continue readingToday after the close UBER will report its Q2 results. The options market is implying a $2.90 move tomorrow in either direction or about 8.5%. With the stock near $34.50, the Aug 7th weekly 34.50 …
Continue readingThis morning, one of the “stock market winners of the pandemic” Fastly (FSLY) is trading down 20% after reporting better than expected Q2 results, but its second half guidance, which was better than expected, is …
Continue readingShortly after the open yesterday, I recorded my weekly In The Money segment with Fidelity Investments. We discussed the implications of declining rates and the U.S. dollar and rising gold on sentiment towards stocks. I …
Continue readingShortly after the open today, I recorded my weekly In The Money segment with Fidelity Investments. We discussed the implications of declining rates and U.S. dollar and rising gold on sentiment towards stocks. I also …
Continue readingDisney (DIS) reports its fiscal Q3 earnings today after the close. The options market is implying about a 5% one day move tomorrow which is double the average over the last four quarters. With the …
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