March 5, 2015 by Dan • Commentary

Yesterday shortly after the open I highlighted in Quick Hits a large block of short dated puts that were bought on Mosiac (MOS): Mar 4 2015, 9:55 AM Dan: MOS seeing some opening put buying,when …

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November 4, 2014 by Enis • Commentary

As the commodity sector gets hit one by one, starting with coal producers, then oil drillers, then precious metals miners, there is one sector that has gotten less press than the others – agriculture.  Crop …

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September 4, 2013 by Dan • Commentary

Slow creep up all day, at times it felt like watching paint dry, but there were a few large options trades of interest: EWJ:  large roll in the 11 strike puts, a trader Sells 50k Sept …

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August 6, 2013 by Enis • Commentary

I previewed CF earnings yesterday (below – report is after the close today).  The stock piqued my interest after Dan Loeb’s Third Point announced a stake last Monday, and then the potash cartel broke up …

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August 5, 2013 by Enis • Commentary

Event:  CF reports their fiscal Q2 earnings on August 6th after the close.  The options market is implying about a 4.25% one day move, which is above the 4 qtr avg of about 2.25% and …

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