About a month ago we highlighted what appeared to be a bullish roll in calls of AMD when the stock was considerably lower: AMD: the semiconductor maker is up 200% on the year, and up …
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About a week ago we took a look at YELP after some unusual call activity. Someone bought 2500 of the Feb 38 calls to open and that got us looking at the stock from a …
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Doug Kass of Seabreeze Partners earlier issued a Tweet-memo to “talking heads”: Memo to all the “talking heads” in the business media: 20K in the DJIA is meaningless. It is meaningful to those that need …
Continue readingEvent: Nike (NKE) reports fiscal Q2 results tonight after the close. The options market is implying about a 4.5% one day post earnings move. With the stock at $51.50, the Dec23rd weekly 51.50 strangle (the call …
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Gold and Gold mining stocks have been left out of the rally in just about every other risk asset on the planet since early November. While materials and mining stocks (measured by the XLB, the …
Continue readingThe semiconductor space has been enveloped by an epic spat of M&A for the better part of the last two years, equaling nearly $200 billion in deals. Much of this urge to merge has been …
Continue readingRemember when Chinese equities (Shanghai Composite) inflated 180% from their June 2013 lows to their June 2015 highs: Then the index got cut in half. It put in lows earlier this year, before regaining some …
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Macy’s (M) had a pretty nice bounce post election like a lot of retailers. But as we detailed in a November 29th post, not many of the big box and department store retailers have a …
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Fedex Corp (FDX) reports fiscal Q2 results Tuesday after the close. The options market is implying about a 5% one day move, which is shy to the stock’s 6.3% one day post earnings average over …
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Adobe System’s (ADBE) reports their fiscal Q4 results tonight after the close. The options marker is implying about a 5.3% one day move tomorrow, which is a tad rich to the 4 qtr average one …
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