May 31, 2016 by Dan • Commentary

Friday afternoon I detailed a trade idea in the XLV, the S&P Healthcare Select etf (read here).  The premise was fairly simple. The XLV has been a relative under-performer but it could be poised to play …

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May 27, 2016 by Dan • Trade Ideas

Tuesday morning, right before the S&P 500 (SPX) ripped 2% in a straight line into today, I offered a quick take on the technical set up of the index using a few time-frames (MorningWord 5/24/16: Fool Me Twice? – …

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May 27, 2016 by Dan • Commentary

The financial media has spilled a lot of ink on the growing gap between GAAP and Adjusted Earnings. I’ve also written on the subject at times, choosing to focus on a stock by stock basis …

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May 11, 2016 by Dan • Trade Ideas

With retail stocks getting slammed today as result of poor results and guidance from Macy’s (M) I wanted to take the opportunity to update a bearish options trade detail here, and discussed on CNBC’s Options Action this …

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March 21, 2016 by Dan • Commentary

On Friday’s Options Action on CNBC we got a question from a viewer about whether or not it was two late to buy puts in Valeant (VRX)?  Well, this is obviously a pretty complicated case, …

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