In early October, when Nvidia (NVDA) was up only 100% on the year I think we fairly succinctly got to the bottom of what was going on in the stock (Graphic Novel). In a year that …
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Semiconductor stocks were one of the best performing sub-sectors in the S&P 500 (SPX) in 2017. The semiconductor etf SMH was up 37%. Compare that to the Nasdaq Composite, up only 7.5% and the SPX …
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I read this on the social media, so it has to be either true… or fake: The S&P 500, Dow, Nasdaq Composite and Russell 2000 all closed at records today. Last time that happened was Dec. …
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Event: Cisco (CSCO) reports fiscal Q1 results tomorrow night after the close. The options market is implying about 3.5% one day post earnings move in either direction. That is shy of the 4 qtr average …
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I’d love to tell you that my bright-eyed and bushy-tailed 22 year old self had a sense how big this internet thing was going to be big upon my graduation from the University of Pennsylvania …
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On CNBC’s Fast Money last night we had the pleasure of getting DoubleLine Capital’s Jeffrey Gundlach’s response to the Federal Reserve’s policy statement (or non-statement): On Friday, I detailed some of Gundlach’s recent commentary from …
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Event: Oracle (ORCL) reports fiscal 2017 Q1 results tonight after the close. The options market is implying about a 4% one day post earnings move in either direction tomorrow, which is basically in line with …
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On Friday we detailed a defined risk short trade idea in the XLK, the S&P Technology Select etf, read here. And I talked about it but with a December expiration on Friday’s Options Action on CNBC: …
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In case you missed it, the Nasdaq Composite is at all time highs. And this time is very different. The index’s rise from about 1300 in late 1998 to just above 5000 in early 2000 …
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Interesting read from Mohamed El-Erian, the chief economic adviser to Allianz: FYI, thoughts on recent #markets developments and outlook, & the implications for #investment portfolios https://t.co/SGlbxTtXPB @FT #stocks — Mohamed A. El-Erian (@elerianm) May 4, 2016 Usually …
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