Yesterday we closed a GOOGL put fly for a small profit. We had placed the trade when the stock was at 700 with the though that a consolidation or slight pull back would mean the …
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After GOOGL’s insane pop higher on earnings it seemed to be having a little trouble staying above the 700 level. It was after all, up 150 dollars or so in the last month and change. …
Continue readingEarlier, 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 …
Continue readingShares 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 …
Continue readingEarlier, 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 …
Continue readingLast 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 …
Continue readingEvent: LinkedIn (LNKD) reports Q2 results tonight after the close. The options market is implying about a 11% one day move, which is shy of the 4 qtr avg of about 13.5% and about in …
Continue readingYesterday I did a quick preview of Facebook’s (FB) Q2 earnings results due tonight after the close (below), but I want to add a couple comments. First things first, Facebook is a universally loved stock …
Continue readingEvent: 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 …
Continue readingTHIS: AND THIS: ARE VERY DIFFERENT THAN THIS: AND THIS: GOOGL’s one day market cap gain last Friday of about$60 billion was equal to more than the combined market capitalization’s of FTNT & NFLX (even after their …
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