We spent a lot of time talking about the health of China’s economy in 2015, whether they would successfully avoid a hard landing, manage a currency devaluation without massively disrupting the bizarro financial world order …
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Reminder: We’ll be hosting a webinar on Tonight at 8pm that concentrates on investing and trading during earnings season. If you haven’t already, register here. Dan will be discussing IBM’s earnings, due after the bell, …
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Event: IBM reports Q1 results tonight after the close. The options market is implying about a 4.5% one day move tomorrow, which is about inline with the 4 qtr one day avg move. With the …
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Yesterday we had some thoughts on Taiwan Semiconductor’s (TSM) Q1 earnings disappointment and what it might mean for the rest of the PC and Smartphone supply chain (Chips and Dips): This outlook should be concerning to …
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Shares of Fitbit (FIT) and GoPro (GPRO) are up 12% and 16% respectively, both on positive fundamental news. There are a few interesting similarities between these two stocks, both fairly recent IPOs of wearable consumer …
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If you’re like me, and you watched the final round of the Master’s golf tourney on Sunday, then you were subjected to what might be considered cruel and unusual punishment at the hands of IBM’s …
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In early March we looked at the XOP etf made up of oil and gas producers and explorers. At the time it was finally starting to show signs of life after a brutal couple of …
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Event: Alocoa (AA) reports Q1 results tonight after the close. The options market is implying about a 7% one day post earnings move which is rich to its 4 qtr avg move of about 4.25% …
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Earlier in the week I had some thoughts on the performance of bank stocks both here and abroad, specifically the very poor performance over the last month in Deutsche Bank (DB) equity and credit (Big Printin’ …
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Shares of Caterpillar (CAT) are up 33% from its 52 week and 6 year lows made in late January, with the stock now up 10% in 2016. The year to date out-performance comes after a …
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