MorningWord 2/1/12: All is right in the world again this morning, the DAX is trading up nearly 2% this morning, marking new 2012 highs, and placing the index up almost 12% ytd, equaling close to 80% of last …
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MorningWord 1/31/12: Yesterday’s opening blip, down ~1% was just that, a blip as the SPX spent most of the rest of the day drifting back towards unchanged. Investors fears of the Euro Summit not producing …
Continue readingIt’s a slow day so I thought I’d post some Q&A. I’ll leave the comments open on this post for any further questions that may have been bugging you. We’ll do our best to answer. …
Continue readingMorningWord 1/30/12: As I write at 9am, the S&P futures are down about 90bps, marking one of the lowest pre-market readings of the year and also signaling what will likely be the first print for …
Continue readingMorningWord 1/27/12: I am gonna go out on a limb and suggest that Mr. Bernanke had a sneak peak at this morning’s Q4 GDP reading that came in weaker than expected (forecast for 3%, actual 2.8%) prior …
Continue readingMorningWord 1/26/12: If the Fed’s intention by signalling that interest rates would remain low until late 2014 (previous target was sometime 2013) was to encourage investors to buy riskier assets, then they certainly got things going in the right …
Continue readingLast night YHOO reported slightly disappointing revenues for Q4 and guided below the street consensus for Q1. This didn’t really come as surprise to most as YHOO continues to face a strain on time spent on its …
Continue readingMorningWord 1/25/12: If I could barely contain myself in anticipation of AAPL‘s fiscal Q1 report yesterday morning then I must be popping out of my seat following the absolutely killer results. By all accounts, things …
Continue readingOk here is my trade, it is the Punt of All Punts, the Mother of all Punts…….. I think there is a high probability that the company beats Q1 and offers decent guidance and in that case …
Continue readingEvent: YHOO ($15.67) report Q4 after the close tonight -Options market is implying about a 4% move vs the 4 qtr average move of about 4.5% Consensus Expectations: Q4: .24 eps, $1.19b in sales Q1: …
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