May 23, 2016 by Dan • Commentary

In a recent issue, the Barron’s Tech column claimed that The Internet of Things Is a Dead End for Now and the formerly promising buzz-phrase has so far become nothing more than a: jumble of …

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April 26, 2016 by CC • Trade Ideas

Earlier Dan previewed Apple’s fiscal Q2 results (here) due after the bell. Now we want to detail a couple options trade ideas for those with existing positions who may be interested in hedging, or for those looking …

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April 15, 2016 by Dan • Trade Updates

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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March 31, 2016 by Dan • Commentary

I like to consider myself an early adopter when it comes to technology.  Since the start of the mobile telecom and internet age 2o years ago I have quickly gravitated towards hardware, software and apps …

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February 29, 2016 by Dan • Commentary

Regular readers are aware of the fact that I fund the concentration of the weighting of a handful of stocks in the Nasdaq 100 make the QQQ, the etf that tracks the index a fairly …

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