Search Results for: maga

July 30, 2020 by Dan • Trade Ideas

Today after the close the AGA of MAGA, (Apple, Alphabet-Google & Amazon) nearly $4.5 trillion in market cap, 30% of the Nasdaq 100 & 14% of the S&P 500 will report Q2 results. That’s more …

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July 8, 2020 by Dan • MorningWord

If you don’t follow Fred Wilson, the famed venture capitalist and founder of Union Square Ventures’s AVC blog, you should. His daily posts are short and to the point, and most days I find his …

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June 16, 2020 by Dan • Trade Ideas

Today after the close Oracle (ORCL) will report its fiscal Q4 results. The options market is implying about a 6% one day move tomorrow which is above its 10-year average of about 5%, but well …

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June 15, 2020 by Dan • Trade Ideas

This morning when U.S. stock markets opened down 2% one of the early bright spots was cloud-based software stocks with some like Zoom (ZM) quickly rallying 6% in the first hour of trading. This is …

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June 13, 2020 by Dan • Straight Talk

Yesterday in our sixth weekly episode of Straight Talk, I discuss markets and macro with my good friend Guy Adami and my good virtual friend Sven Henrich aka The Northman Trader, hosted on Sven’s YouTube channel. In this week’s …

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June 3, 2020 by Dan • Trade Ideas

Investors are in FOMO-MODE.  The Nasdaq Composite is up nearly 8% on the year, while the S&P 500 is down less than 4% on the year. While I keep hearing about a rotation out of …

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