Dan discussed the backdrop for NFLX in his Morning Word. I’m actually quite an optimist on the long-term outlook for online video, as I detailed in my Macro Wrap last month. And NFLX is at …
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The fairly clear takeaway from Q2 earnings and Q3 guidance over the last 2 months has been that the pace of the recovery remains anemic. While there has been fits and starts of encouraging economic …
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Morning Word 8/20/13: As Q2 earnings season has been winding down over the last week or so, with more than 90% of the S&P 500 companies having reported, it has been the retail stragglers of …
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Morning Word 8/12/13: All Things D reported Sunday morning, that “Apple is expected to unveil its next iPhone at a special event on Sept. 10″. While the timing of the launch event is not a huge …
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MorningWord 5/29/13: Watching the video (here) and reading the transcript (here) of AAPL CEO Tim Cook’s interview last night with the WSJ’s Walt Mossberg at the All Things Digital Conference, I can’t help but think …
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MorningWord 5/28/13: What the hell is wrong with FB?? I keep getting this question from pros and from Mom & Pop (not my my mom and pop, they still don’t know what it is). On …
Continue readingTrade Update April 16th, 2013, 10:47 am: Since I initiated this short-biased trade on Yahoo a few weeks ago, the stock is up about 2%. Yahoo reports earnings after the close today, so I have …
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Morning Word 1/24/13: Last night’s Q1 results and forward guidance from AAPL was far from what bulls on the stock had hoped for. While the company tried to simplify how they guide the street, rather …
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Morning Word 1/23/13: Ok people, we are gonna get a little AAPL’tastic today, but we promise we will get to some other stocks as soon as we get tonight’s Q1 earnings out of the way. We …
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With the VIX getting absolutely destroyed following the successful Fiscal Cliff deal in The Swamp, Dan and I started looking at ways to take advantage of a spot VIX in the mid 14s. The VIX …
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