November 9, 2016 by riskreversal • Chart of the Day

It’s fairly fascinating to see which sectors in the market are participating in the post election bounce, and which are sitting out the nearly 1% gains (6% off of the overnight lows).  Banks, Pharma/Biotech, Materials …

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September 12, 2016 by Dan • FREE ACCESS

The nearly $200 billion in semiconductor m&a in the last 18 months has less to do with what drove the sector historically (PCs & Smartphones) and more to do with emerging technologies like drones, artificial intelligence, …

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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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June 29, 2016 by Dan • Trade Ideas

Shares of Tesla (TSLA) have had a fairly volatile year, at its lows in February down 40%, at its highs in April up 90% from those prior lows. So far this year, investors concerns have …

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April 4, 2016 by Dan • Commentary

Since Tesla (TSLA) started taking pre-orders for their mass market electric vehicle, the Model 3, late last week, the company has said that more than 276,000 people have plunked down $1,000 for the right to buy the $35,000 car (delivered late …

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