December 3, 2014 by Dan • Commentary

I seriously have no idea how we can be this far apart.  I am fairly certain we read the same financial news and look at most of the same inputs.  Maybe others are placing too …

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November 12, 2014 by CC • Commentary

Yesterday Dan laid out three bullish trade ideas into Twitter’s analyst day. The stock has indeed taken off from yesterday’s three and a half month lows on a positively received analyst meeting. With the stock now …

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November 11, 2014 by Dan • Commentary

Tomorrow at noon eastern, Twitter will be holding their first ever analyst meeting in San Francisco.  The options market is expecting a weekly move of about 5% in either direction.  Sentiment seems downright horrible heading …

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October 17, 2014 by Dan • Commentary

While there have been no shortage of reasons for investors to sell stocks in the last few weeks, it’s safe to say that a brewing credit crisis in China has not been on the top …

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October 7, 2014 by Enis • Commentary

One aspect of the FB story recently that has gotten very little press is the potential impact of the newly awarded WhatsApp shares on FB stock.  From this morning’s Notable Options Activity post: Facebook closed …

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September 30, 2014 by Dan • Commentary

Since WYNN’s parabolic rise of about 50% from the December 2013 lows to the March 2014 all time highs, we have taken a fairly dim view of the stock’s prospects.  The stocks’s ascent had been …

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August 21, 2014 by Dan • Commentary

I consider myself a “situational” investor/trader. I try to have some sort of top down framework on the macro environment.  Specifically, I look at micro situations and work my way back up to the middle …

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