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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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 …
Continue readingFacebook’s (FB) $358 billion market cap (just a tad from its recent all time highs) has catapulted the social media company to now be one of the top 10 most valuable companies in the world, …
Continue readingFor the better part of 2015, it was somewhat concerning that a handful of growth stocks masked a total lack of progress in the broad market. #FANG 2015 vs. YTD 2016$FB +34% vs. +20%$AMZN +118% …
Continue readingYesterday 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 …
Continue readingFacebook (FB) blew the doors off their Q2 results. I think it is safe to say their were few investors, analysts and pundits who did not expect them to, so congrats to all.  Last night immediately …
Continue readingEarlier, 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 …
Continue readingEvent: 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 …
Continue readingEvent: 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 …
Continue readingBack 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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