The jury is still out on whether the collapse in oil prices that started in mid 2014 has actually had a net benefit to the global economy as it’s still possible the crash preceded what …
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With Chinese equity markets closed last night and again tonight, let’s talk some US stocks. GoPro (GPRO): Yesterday, shares of GPRO were down as much as 11% and closed down 5.5% on the day. The …
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The turmoil in the U.S. stock the past week came from fears of slowing global growth and emerging market contagion. U.S. economic data has been generally strong in the past 3 months (particularly the employment …
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Dan discussed Luxoft back in a MorningWord post in March: Last night on CNBC’s Fast Money we had the CEO, Dmitry Loschinin, of Swiss software company, Luxoft (LXFT) on the program. To be 100% honest …
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Yesterday I listened to Re/Code’s Kara Swisher interview with Twitter’s (TWTR) general counsel Vijaya Gadde (listen here). My first takeaway was that she sounds like a serious operator, and that’s fairly reassuring as most shareholders (including …
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Event: Salesforce.com (CRM) is scheduled to report their fiscal Q2 results next Thursday after the close. The options market is implying about a 9.5% weekly move. With the stock near $72, the Aug 72 straddle …
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On Monday it was reported that interim Twitter (TWTR) CEO Jack Dorsey had bought close to $900,000 worth of the stock on August 7th, at what was a the time of the buy an all time …
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Event: CSCO reports their fiscal Q4 results tonight after the close. The options market is implying about a 5.5% one day move which is rich to the 4 qtr avg of about 4%. With the …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was Aug 3rd – Aug 7th: Friday August 7th: Name That Trade – $TWTR: Early Bird Gets the …
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We will keep plugging away at this one. First things first, we have been long (and recently) wrong in Twitter (TWTR) in some shape or form since the spring, but we have used options to help manage the risk. …
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