August 11, 2015 by CC • Commentary

Earlier, Dan laid out some thoughts on Google’s (GOOGL) reorganization announcement (read here).  We are surprised at the investors reaction because we feel this was the big bullet and it prevents the company from doing …

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August 11, 2015 by Dan • Commentary

Shares of Google are up 6% in the pre-market on news that they are changing their corporate structure, with an eye towards greater transparency and accountability for emerging businesses.  You can reader far smarter peeps than …

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August 5, 2015 by CC • Commentary

Earlier, Dan gave an earnings preview with his own thoughts on Tesla (TSLA). Here were Dan’s views on possible stock scenarios depending on the news: MY VIEW:  Throw valuation discussions out the window, there are …

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August 4, 2015 by Dan • Commentary

Last night on CNBC’s Fast Money we had a discussion about the impact of imploding commodity prices on the economy and the financial markets. I am the farthest thing from an economist, but since crude …

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July 28, 2015 by Dan • Commentary

Event: Facebook (FB) reports Q2 results, tomorrow after the close. The options market is implying about an 8.5% one day move on Thursday, or about $23 billion in market.  The average move over the last …

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