January 29, 2015 by Dan • Commentary

Google (GOOGL) reports their Q4 results tonight after the close. The one day implied move is about 4% vs the 4 qtr avg move of about 3.65%. GOOGL has been on our radar for months …

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January 9, 2015 by Dan • Commentary

Regular readers know we were somewhat bearish in Google for the better part of 2014 (read here from Jan, here from Nov, and here from Dec).  The thesis was a combination of inputs, unusually bullish sentiment, waning …

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January 8, 2015 by CC • Commentary

Going into the end of year we featured some calendar trade structures on the site where we looked to fade any year end strength with the thought that the turnover of the calendar could mean …

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November 18, 2014 by Dan • Commentary

A few weeks ago I took at look at Google’s (GOOGL) inability to keep pace with the broad market.  The bull case is fairly simple, as summarized in my post of November 4th: There are …

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