January 4, 2017 by Dan • FREE ACCESS

Last night on CNBC’s Fast Money the panel discussed the President Elect’s Tweet of the Day. The tweet focused on U.S. Automaker General Motors (GM) and their production of cars in Mexico which are sold …

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December 15, 2016 by Dan • FREE ACCESS

Investors in U.S. equities have been buying stocks based on an assumption that the incoming administration will be “pro-business” (lower corporate taxes and less regulation). For the most part, investors are correct to assume that, …

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October 24, 2016 by riskreversal • Big Printin'

Shares of General Motors (GM) are up nearly 3% today, having its best one day gain in months, and trading at its highest levels since mid July. The stock is down 3% on the year, with …

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September 28, 2016 by Dan • FREE ACCESS

Yesterday, CEO of SpaceX, Tesla (TSLA) and Chairman of SolarCity (SCTY) Elon Musk laid out his plans to bring humans to Mars in the next decade and to eventually colonize the red planet. Here is …

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September 22, 2016 by Dan • Trade Ideas

We seem to be in the midst of a bubble in financial and tech media coverage of autonomous and electric cars. It makes sense when you consider the last great personal technology innovation, mobile devices, …

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June 28, 2016 by Dan • Commentary

This whole ZIRP & NIRP thing is wreaking havoc on conventional investment wisdom. Investors are willing to pay 22.5x expected 2016 eps for Coca-Cola (KO), a consumer staple, with a 3.2% dividend yield, whose earnings …

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April 28, 2016 by Dan • Trade Ideas

Event: Amazon.com (AMZN) reports their Q1 results tonight after the close. The options market is implying about 8% one day move tomorrow, which is shy of its 10 year average one day post earnings move of 9.2%, …

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