August 12, 2020 by Dan • MorningWord

My 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 …

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August 11, 2020 by Dan • Trade Ideas

This 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 …

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August 10, 2020 by Dan • TheSetUp

Good 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 …

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August 6, 2020 by Dan • Trade Ideas

Today 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 …

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August 6, 2020 by Dan • Trade Ideas

This 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 …

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