September 28, 2016 by riskreversal • Trade Ideas

We’re not getting to hear much policy discussion in this strange presidential election cycle but one topic that sometimes gets through is healthcare. A hot button issue over the past year on the Democratic presidential …

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September 12, 2016 by Dan • Trade Ideas

Regular readers know that I don’t place too strong an emphasis on sell side analyst research ratings changes. I generally don’t unless that analyst making the move has a proven track record on the industry, …

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September 9, 2016 by Dan • FREE ACCESS

I don’t hate Apple, I just play a guy on TV who does.  Regular readers know that I am a huge fan of Apple products and have been for years. I agree with Apple fanboys that the best smartphone, …

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September 2, 2016 by Dan • FREE ACCESS

In case you missed it before your holiday weekend sign-off, the August non-farm payrolls came in below expectations at 151,000 jobs added (vs 180,000 consensus), well below the 2016 average of 182,000 and well below the …

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August 9, 2016 by Dan • Trade Ideas

Event: Disney (DIS) will report fiscal Q3 results tonight after the close. The options market is implying about a 3.3% one day post earnings move which is well below the 5% four qtr one day average …

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August 5, 2016 by Dan • FREE ACCESS

This morning’s July non-farm payrolls report came in better than expected for the second consecutive month. That brings the average monthly gains to 186,000 for 2016. The unemployment rate stayed put at 4.9%.  The July …

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July 25, 2016 by Dan • Commentary

In case you missed it, Yahoo’s core assets have been sold after a long and boring auction process, per Recode: Verizon has entered into a agreement to buy Yahoo in an all-cash deal of $4.83 billion. …

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