October 5, 2016 by riskreversal • Trade Ideas

Last night on CNBC’s Fast Money we discussed Facebook’s launch of their Marketplace feature, think internal Ebay: As Julia Boorstin reported, the Marketplace had a gaff at launch by not having a filter set for …

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October 4, 2016 by riskreversal • Trade Ideas

Today Alphabet (GOOGL) introduced their (kind of) much anticipated digital assistant, called Assistant to compete with Amazon’s (AMZN) Alexa/Echo products. The company also introduced a line of Google designed and branded smartphones that will compete …

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September 12, 2016 by Dan • FREE ACCESS

The nearly $200 billion in semiconductor m&a in the last 18 months has less to do with what drove the sector historically (PCs & Smartphones) and more to do with emerging technologies like drones, artificial intelligence, …

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September 9, 2016 by Dan • Trade Ideas

Today’s price action may or may not be the start of a period of greater stock market volatility… I’ll let you know the answer soon enough 😉  But one thing is certain with today’s 2% …

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August 10, 2016 by Dan • FREE ACCESS

For the better part of 2015, it was somewhat concerning that a handful of growth stocks masked a total lack of progress in the broad market. #FANG 2015 vs. YTD 2016$FB +34% vs. +20%$AMZN +118% …

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July 29, 2016 by CC • Trade Updates

Yesterday we looked at Alphabet’s (GOOGL) earnings and I detailed 2 trade ideas into the earnings announcement. GOOGL is up about 4.5% this morning on a well received quarter: Alphabet reported second-quarter earnings of $8.42 …

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July 28, 2016 by CC • Trade Ideas

Dan previewed Alphabet’s (GOOGL) earnings due after the close in an earlier post. Here’s what he had to say on the likely stock reaction to the news: My view into the print: If TAC increases …

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