September 9, 2016 by Dan • Trade Ideas

Today’s price action may or may not be the start of a period of greater stock market volatility… I’ll let you know the answer soon enough 😉  But one thing is certain with today’s 2% …

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August 30, 2016 by Dan • Trade Updates

On August 10th we took a look at Facebook (FB) stock and decided on a defined risk bearish trade that was looking for a mild pullback in the stock from where it currently is (about …

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August 10, 2016 by Dan • FREE ACCESS

For the better part of 2015, it was somewhat concerning that a handful of growth stocks masked a total lack of progress in the broad market. #FANG 2015 vs. YTD 2016$FB +34% vs. +20%$AMZN +118% …

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July 28, 2016 by CC • Trade Ideas

Yesterday afternoon I followed up on Dan’s thorough preview of Facebook earnings with some trades for those who were already long the stock, or wanted to be but wouldn’t buy a stock at all time …

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July 27, 2016 by CC • Trade Ideas

Earlier, Dan previewed Facebook earnings. Similar to what we said in AAPL yesterday, it’s difficult to pick a direction into a binary event like Facebook’s earnings. But this is a widely held stock, and knowing …

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July 27, 2016 by Dan • Trade Ideas

Event: Facebook (FB) reports Q2 results tonight after the close. The options market is implying about an 6% one day move tomorrow (above last quarter’s 8% implied move), which is shy to the 4 qtr average …

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July 26, 2016 by Dan • Trade Ideas

Event: Twitter will report their Q2 results tonight after the close.  The options market is implying about an 11% one day post earnings move, which is a tad rich to the 4 qtr one day average move …

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June 21, 2016 by Dan • Commentary

Back in August if 2011, Marc Andreessen, co-founder and general partner of venture capital firm Andreessen-Horowitz penned a prescient essay in the Wall Street Journal explaining; Why Software Is Eating The World. At the time, skeptics wondered …

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