On CNBC’s Fast Money this past week we ran a couple of segments on how traders on the desk incorporate Twitter in their daily market work flow. Here was mine from Wednesday’s show: .@RiskReversal tells …
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Last night on CNBC’s Fast Money the panel discussed the opportunity for Apple (AAPL) in other emerging markets like India, on the heels of a couple years of sensational growth in China, watch here: It’s …
Continue readingLast year, Under Armour re-committed to two of the biggest names in sports, Steph Curry of the NBA’s Golden State Warriors and golfer Jordan Spieth, winner of the 2015 Masters. That commitment was to the …
Continue readingOn CNBC’s Fast Money, my co-panelist Tim Seymour and I have had a little back and forth of late on the notion that some market participants/pundits (not me) confuse the volatility in the Chinese stock …
Continue readingIn a previous post I gave my thoughts on crude oil (here) and the recent 45% rally over the last month. The bounce in the commodity has eased investor’s concern in credit, currency and equity markets. …
Continue readingLast night on CNBC’s Fast Money, Cornerstone Research’s Carter Worth highlighted the relative under-performance of some, high growth, high valuation prior leaders that have broken trend and are now in the midst of what he …
Continue readingLast night, on CNBC’s Fast Money program we discussed the JP Morgan’s (JPM) investor day that had the stock down 4% yesterday. JPM CEO Jamie Dimon portrayed a calming tone, despite acknowledging headwinds to his business, having …
Continue readingLet’s check in with some billionaires. First things first, JP Morgan CEO Jamie Dimon bought 500,000 shares of his stock, worth about $27.5 million. We discussed it last night on CNBC’s Fast Money: That’s a …
Continue readingLast night on CNBC’s Fast Money we had on JP Morgan’s Global Head of Derivative & Quantitative Strategies, Marko Kolanovic, to talk about large cap internet stocks. He thinks there is a bubble that is beginning …
Continue readingWe had Global Macro Investor‘s Raoul Pal on CNBC’s Fast Money last night. He detailed his generally gloomy outlook for the global economy and offered a fairly non-consensus view that the yield on the 10 …
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