This morning, the WSJ’s Moneybeat column pointed to a market that may get a tailwind from the proposed economic policies of the incoming president and congress —> Another Trump Trade: Japan. The article specifically cited the “Key …
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Last week we highlighted a bullish roll in calls in DXJ, the etf that track Japanese equities on a currency hedged basis: DXJ: the etf that tracks Japanese equities on a currency hedged basis saw what …
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Event: Qualcomm (QCOM) reports fiscal Q4 results tomorrow night after the close. The options market is implying a 6% one day post earnings move which is shy of the nearly 8% average over the last 4 …
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Media reports that Qualcomm (QCOM) is in talks to acquire NXP Semiconductors (NXPI) for $30 billion sent the Philadelphia Semiconductor Index (SOX) up nearly 3% in a straight line, as NXPI ripped 15% and QCOM …
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On CNBC’s Fast Money last night, Carter Worth, Cornerstone Research’s star technician made the case for continued gains in large cap tech: When asked which sector looked the best on the charts Carter highlighted semiconductor …
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In many ways the confusion of U.S. citizens relating to political allegiances in this presidential election cycle, and the difficult choice many will have to make, country over party, resembles the consternation many investors have faced in 2016 as …
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U.S. stocks large cap stocks are the best performing in the developed world, with the S&P 500 (SPX) up nearly 1.5% in 2016, and down about 2% from its year ago all time highs, vs …
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Some day you will find me Caught beneath the landslide In a champagne supernova in the sky Oasis Last night while sitting on set of CNBC’s Fast Money I got the following text from my main …
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Last year we spilled a decent amount of ink on these pages about the unhealthy breadth situation in U.S. stocks, with a dozen or so mega-cap stocks masking poor performance from thousands of others. This …
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Last month, the Fed floated a June raise trial balloon. On May 16th, expectations for a June hike sat at a 4% probability. After the trial balloon they shot up to a 34% chance by May …
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