October 20, 2015 by Dan • Commentary

Event: Yahoo (YHOO) reports Q3 results tonight after the close. The options market is implying about a 5.5% one day move, which is rich to the 4 qtr average move of only 2.5%, and a …

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May 7, 2015 by Dan • Commentary

A couple weeks ago I took a look at the other Chinese eCommerce behemoth that you had probably never heard of, JD.com (JD), see below. The primary focus of the post was the buildup in …

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April 26, 2015 by Dan • Commentary

Here is a quick recap of trades that we initiated, closed, or debated in the week that was April 20th to 24th:   [hr] Monday April 20th: Name That Trade – $IBM: You’re My Boy Blue …

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April 21, 2015 by Dan • Commentary

Back on Feb 10th, following KO’s Q4 results, we placed a short term bearish trade as we felt the stock’s gains of 3% on the results delivered was unwarranted. A month later the stock was …

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