Friday afternoon CNBC’s David Faber confirmed the speculation surrounding a potential bid by Microsoft (MSFT) for Salesforce.com (CRM): Microsoft and Salesforce.com had significant talks earlier this spring about a purchase of Salesforce by Microsoft, according …
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I’ll keep this short and sweet. Yesterday, the market began with early weakness on the heels of Friday’s much worse than expected March Jobs data. About 15 minutes into the trading day those losses were erased …
Continue readingIt’s my view that there is a lack leadership in the U.S. equity market, at least from the sectors that we would generally associate with strong economic cycle. This is not an overwhelmingly bearish observation. It …
Continue readingAlibaba (BABA) was by far the biggest single stock story of 2014, at one point rising 75% from its $68 ipo price, sucking out, at its November highs, $300 billion from other equity investments. So …
Continue readingAs “options guys” we get a lot of questions about unusual, large or just generally interesting options activity. I rarely make trading decisions based on said activity, but I don’t feel uncomfortable explaining and commenting …
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