May 16, 2016 by Dan • Commentary

This morning the Atlanta Fed’s GDPNow tracker, which shows a meaningful uptick in Q2 activity is making the rounds: On May 13, the #GDPNow model forecast for real GDP growth in Q22016 is 2.8% https://t.co/FMxeZy8vKJ pic.twitter.com/tMm2HJfS4B …

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January 30, 2016 by Dan • Commentary

What’s the Bull Case?  Written by Jay Pelosky (bio below) for Itau’s Global Connections Jan 29th, 2016 It has certainly been a challenging start to the year – even for someone like myself who has been quite cautious (see …

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January 11, 2016 by Dan • Trade Ideas

Under Armour has been an astonishing growth story with great products, ballsy management, and a surging brand thanks to attractive endorsers, but the stock has been in a serious funk since its all time highs made …

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January 6, 2016 by Dan • Commentary

Earlier today on Twitter I posted a bunch of charts of stocks that have in the last few weeks/months broken a long term uptrend, and have also recently, or are about to test important near …

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June 1, 2015 by Dan • Commentary

Last Thursday on CNBC’s Fast Money the panel discussed GoPro’s (GPRO) move into new hardware markets, with a “guad-copter” drone and a six camera spherical array used to capture content for virtual reality. Both were announced by GPRO CEO …

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May 8, 2015 by Dan • Commentary

Yesterday we detailed a near term bullish trade in Google (New Trade – $GOOGL: I’m Feeling Lucky).  The stock has filled in the entire earnings gap. A gap that, quite frankly, I was surprised it …

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December 4, 2014 by Dan • Commentary

It’s confirmed. Blackberry has sold at least two of their new square Passport smartphones in Australia and here in the U.S. to two late adopters that write for Business Insider: I got to hand it …

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