January 17, 2017 by Dan • FREE ACCESS

On Friday, Q4 earnings releases  from three large moneycenter banks, Bank of America (BAC), JP Morgan (JPM) and Wells Fargo (WFC) officially ushered in earnings season, one that will be of particular interest to investors …

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January 12, 2017 by riskreversal • Trade Ideas

Bank of America (BAC) reports Q4 results tomorrow before the open. The options market is implying about a 3.3% move tomorrow, which is rich to the 4 qtr one day average post earnings move of …

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January 12, 2017 by riskreversal • Trade Ideas

JP Morgan reports Q4 results tomorrow before the open. The options market is implying about a 2.3% one day post earnings move, which is rich to the 4 qtr average one day post earnings move …

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January 12, 2017 by riskreversal • Trade Ideas

U.S. Bank earnings start off with a bang tomorrow morning with Bank of America (BAC), JP Morgan (JPM) and Wells Fargo (WFC). The three combined make up about 27% of the of the weight of …

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November 15, 2016 by Dan • FREE ACCESS

Regular readers know we don’t place too strong of emphasis on unusual options activity. Without intimate knowledge of the trade, or knowing the initiators’ intent, whether the trade is outright, or delta neutral, or what …

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October 13, 2016 by riskreversal • Trade Ideas

Event: JP Morgan (JPM) is scheduled to report its Q3 results tomorrow before the open. The options market is implying about a 2.2% one day move in either direction, which is lower than the 4 qtr average …

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October 7, 2016 by riskreversal • Trade Ideas

Q3 earnings season kicks off next week. The main event will come Friday morning with earnings from Citibank (C), JP Morgan (JPM) and Wells Fargo (WFC), three stocks that make up nearly 25% of the …

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July 14, 2016 by Dan • Commentary

In the lead up to, and the way out of the late June Brexit vote, European banks were thought to be the most vulnerable in the event of a Leave vote. They had already been …

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