Last 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 …
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Prior to Facebook’s (FB) Q4 results on Jan 27th, we detailed a bearish put butterfly in February expiration that we considered as an outright bearish trade, or thought fairly suitable for near the money protection …
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Last night after the close, LinkedIn (LNKD) reported Q4 results that were better than expected, but guided down their outlook for the current quarter and 2016, shares are down 30% in the pre-market. My initial …
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Regardless of whether you think the bull market that started in Q1 of 2009 is over or not, one thing is fairly certain, that the breadth of the rally in large cap U.S. stocks petered …
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On July 21st 2015, Apple (AAPL) closed a few percent from its all time highs. After the bell the company reported fiscal Q3 results that disappointed Wall Street, sending the shares down 4.25% the next day …
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Facebook’s (FB) 15% gain yesterday, equaling about $45 billion in market capitalization in one fell swoop, makes sense on one level because they were undeniably a fantastic set of results. But they are surprising against …
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Event: Microsoft (MSFT) reports fiscal Q2 results tonight after the close. The options market is implying about a 5.75% one day move, which is essentially in line with its 4 qtr average one day move of …
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When it comes to investing, taking a skeptical view to consensus thinking, with an eye towards risk management is a good thing. It may help you to lose less (or even make money) when popular opinion shifts …
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It was a pretty volatile week for most risk assets the world over. At one point here in the U.S. and Europe on Wednesday it felt as though we were nearing a crash. Things have …
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Earlier in the MorningWord (You’ve Got Money), I offered a few thoughts on the current landscape on the electronics payment landscape after news on Wednesday that Apple (AAPL) is speaking with banks to create a peer to …
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