While I have made it a bit of a hobby of trying to poke holes in what was a universal bullish thesis in Apple (AAPL) over the last couple years, I have also of late …
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There is some wacky stuff going on in U.S. stocks this week. The unthinkable has happened, energy, material and mining stocks have absolutely ripped, as have some industrials, while high multiple crowded trades like Facebook, …
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This morning I was having a conversation with an equity and options trader who presides over a fairly large pool of risk capital, making directional and volatility oriented trades. He and I have been in …
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On Friday in my MorningWord, the message was simple, in an uncertain economic and market environment, take cautious commentary from company management at face value. I used the example of Cisco Systems in early November 2007. They …
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Last week (below) I made the case why Verizon (VZ), despite the wireless data pricing headwinds it faces, could be an attractive place to park some cash. The thought is based on the stock’s 5% …
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On Monday’s Fast Money on CNBC you might have missed my Final Trade because my 10 year old daughter Ellie kind of stole the show: Once you get through Ellie hamming it up you see …
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Regular readers know that I became a market commentator accidentally. When I got a call in the fall of 2008, (as the financial world as we know it generally, and the firm that I worked for …
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If you yourself are not a financial markets professional, your impression of Wall Streeters may come from Hollywood movies like Wall Street, Boiler Room, The Wolf of Wall Street and The Big Short. All of …
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If your Christmas clean up was like mine, it consisted of breaking down Amazon.com boxes. Ten years ago when I started as a Prime member, my wife and I didn’t say a word to anyone …
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On Friday’s Option’s Action on CNBC, my co-panelist Carter Worth made a fairly compelling case why shares of McDonald’s (MCD), one of the best performing stocks in the Dow Jones Industrial Average in 2015 could …
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