January 25, 2017 by riskreversal • Trade Ideas

Something fairly extraordinary happened yesterday. AppDynamics was on the eve of their hotly anticipated IPO that would value the company near $2 billion. Now there won’t be an IPO. Because AppDynamics  was bought by Cisco …

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December 5, 2016 by riskreversal • Trade Ideas

Athleisure stocks are ripping today with Lululemon (LULU) leading the way, up 4%, Nike (NKE) up 3% and Under Armour (UA) up 2.5%.  All three stocks are well off of their 2016 highs though, with …

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November 17, 2016 by Dan • FREE ACCESS

On CNBC’s Fast Money last night we got to mess around with Snap’s (the mobile messaging app formerly known as Snapchat) Spectacles, the limited release sunglasses equipped with video capture.  Mashable’s Editor, and friend of …

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November 1, 2016 by riskreversal • Trade Ideas

Event: Alibaba (BABA) reports Q3 results tomorrow before the open. The options market is implying about a 5.5% one day post earnings move, which is rich to the 4 qtr average one day post earnings …

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November 1, 2016 by Dan • FREE ACCESS

The nearly 2% decline for the S&P 500 (SPX) in October was its first monthly decline since February (down 41 bps) and worst since January’s 5% decline. I  have no idea if the SPX is merely consolidating above …

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October 26, 2016 by riskreversal • Trade Ideas

Event: Tesla (TSLA) reports Q3 results tonight after the close. The options market is implying about a 6% one day post earnings move, which is essentially in line with their 4 qtr average one day …

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October 7, 2016 by riskreversal • Trade Ideas

For the purposes of this post I am not going to debate the merits of a Twitter (TWTR) takeover, or the validity of the frenzy of reporting over the last couple weeks that first caused a …

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September 21, 2016 by Dan • FREE ACCESS

Last night, Microsoft (MSFT)  announced that they will be replacing their existing $40 billion share repurchase agreement (that should be completed this year) by another $40 billion buyback plan. While that is a dazzling headline, …

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