We’ve had a view for some time that despite some temporary headline driven counter trend moves here or there, the U.S. dollar will remain strong vs other currencies due to the fact that the U.S. …
Continue readingNew Year
At the end of November we detailed a trade idea in GE that looked to finance upside calls in February with the sale of Dec31st calls of the same strike. This is a strategy we …
Continue readingHeading into the Christmas Holiday week we detailed some portfolio hedge ideas we thought made sense given the uncertainty surrounding the start of 2016 and sell offs we have seen in each of the last …
Continue readingOne of our favorite year end strategies is slightly upside call calendars in stocks we feel may drift higher into the final trading days of the year with chances for further upside once the calendar …
Continue readingA year ago, as the calendar was about to turn, few would have pegged Disney (DIS) to be a battle-ground stock 0f 2015. ESPN, their cash cow, was flying on all cylinders. And there were …
Continue readingOn December 10th Adobe (ADBE) reported Q4 earnings that beat estimates with revenues inline. The stock made a new high in the days that followed before retreating a little. It is now making a move …
Continue readingQualcom (QCOM) stock has had a rough year and a half, topping out during the Summer of 2014 at $82 and steadily declining to recent lows around $46: A couple of weeks ago, when the …
Continue readingThe Fed is doing their best to orchestrate a soft landing for their rate lift-off. Yeah, that makes no sense. But I made it up myself and it makes me laugh. The FOMC are quick learners …
Continue readingGeneral Electric (GE) has been one of the best performing stocks in the Dow Jones Industrial Average in Q4, up nearly 24% since the end of September. In October the stock broke out to new 7 …
Continue readingLike millions of people all over the planet, I am fired up to about next week’s release of the Star Wars – The Force Awakens. This morning a new trailer was released in China. It …
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