July 18, 2016 by Dan • Trade Ideas

Event: Netflix (NFLX) will report Q2 results tonight after the close. The options market is implying about a 10% one day post earnings move, which is basically in line with the 4 quarter one day …

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November 3, 2015 by Dan • Commentary

This morning’s WSJ Moneybeat column had a headline I just had to dig into; Buyback Binge Looms for Stocks.  First let’s start with that word, Looms: Nearly 25% of all annual buyback activity happens, on …

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July 9, 2015 by Dan • Commentary

Consumer staples, as a sector in the U.S. has been the poster-child for the sort of headwinds facing our multinationals, with many large components like Proctor & Gamble (PG) down 13% from its all time highs made …

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