MorningWord 11/18/13: By all accounts Facebook put up a big Q3 when they reported on Oct. 30th. Upside in daily active users, mobile usage and mobile revenues nearing 50%, operating margins jumping 7% year over …
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MorningWord 11/13/13: Been a lot of bubble talk of late, obviously the stock market and the effects of QE have been at the forefront, but in a week that saw the most paid for a …
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A month ago we put on a trade in HD that looked to take advantage of the technical set-up to sell near term gamma to finance owning long vol in the next earnings month, December. …
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HD as been a monster ytd, a posterchild for all the FOMC’s hardwork over the last few years. But since the May/June “TaperTantrum” HD has not kept pace with the SPX, and failed to come …
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MorningWord 8/30/13: As the global community contemplates airstrikes against Syria on what appears to be fairly clear evidence that the ruling regime used chemical weapons on civilians, Crude oil has seen a bit of a …
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Public and Private Pension Funds own about 16% of the publicly held companies in the U.S. Compare that to 3% for hedge funds as a whole. Here’s the chart from GS Research, courtesy of Sam …
Continue readingIn the past week, there have been a spate of upgrades in the housing sector following decent earnings numbers from DHI and PHM. Homebuilders have rocketed higher from their lowest levels in 2013, and are …
Continue readingWe’ve been beating a dead horse on the theme of slowing growth for some time now. I’ve even brought up the word Recession a few times. There are many reasons for our thoughts that growth …
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Seeking Alpha Today’s Markets In Asia, Japan -0.7% to 9448. Hong Kong +0.4% to 22508. China -0.2% to 2701. India -0.0% to 18266. In Europe, at midday, London -1.2%. Paris +0.3%. Frankfurt +0.1%. Futures at …
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Bloomberg Crude oil and gold will lead a rally in commodities as production fails to keep pace with demand, said Ray Eyles, chief executive officer of JPMorgan Chase & Co. (JPM)’s commodity business in Asia. …
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