February 25, 2016 by Dan • Trade Ideas

Event: Palo Alto (PANW) reports their fiscal Q2 results tonight after the close. The options market is implying about a 10% one day move, which is rich to the 4 quarter average of about 5%. …

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February 22, 2016 by Dan • Trade Ideas

Shares of Twitter hit a new all time low on February 11th, after reporting Q4 results that for the most part disappointed investors. Since then, shares have rallied roughly 30%. Despite the recent gains, the …

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January 27, 2016 by Dan • Trade Ideas

Event: Alibaba (BABA) reports Q4 results tomorrow before the open. The options market is implying about a 7% one day move, which is rich to the stock’s 5.75% average one day move over its 6 …

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January 25, 2016 by Dan • Trade Ideas

Chinese economic slowdown apologists point that the adjustment from an industrial lead economy to a services based economy will be a massive boon for consumer facing companies like Alibaba (BABA) and their competitor JD.com (JD). …

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January 14, 2016 by Dan • Trade Ideas

I had a sort of love/hate/hate relationship with Twitter (TWTR) stock in 2015. I had one of my best trades of the year long in the first half, and then my worst trade of the …

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January 4, 2016 by Dan • Commentary

In case you missed it, weak manufacturing data out of China, released overnight, has put global markets in a bit of a mood.  The S&P 500 (SPX) is set to have its worst first trading …

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