Event: Facebook (FB) reports Q3 results tomorrow night after the close. The options market is implying about a 6% one day move which is rich to the 4 qtr average of 3.25%, and the long …
Continue readingNFLX
Here is a quick recap of trades that we initiated, closed, or debated in the week that was Oct 12th to Oct 16th:
Continue readingA few days ago I wrote (read here) about the situation with TSLA, our trade and how we’d prefer to manage it with it not expiring until December. The past few days has seen the …
Continue readingEvent: Netflix reports Q3 results tonight after the close. The options market is implying about a 15% one day move, which is shy of the 18% 4 qtr average move, and rich to the 10 …
Continue readingSadly, Amazon.com (AMZN) is kind of on our “banned list” of stocks. Stocks that generally end up on that list (NFLX is another) share some fairly similar attributes; unusually positive investor sentiment despite valuations that are very …
Continue readingEarlier in my opening post (MorningWord 9/28/15: The Investment Landscape Is Moving Beneath Our Feet) I pointed out that if the S&P 500 (SPX) were to retest the October 2014 lows near 1820 (down about 4.25% from current …
Continue readingHere is a quick recap of trades that we initiated, closed, or debated in the week that was Sept 21st – Sept 25th: [hr]
Continue readingLast night’s PrimeTime Emmy Awards reinforced a popular notion that network TV is toast, and cable and streaming services, for now have an unflinching hold on the highest quality content. HBO has been dominating awards …
Continue readingYesterday I did a quick preview of Facebook’s (FB) Q2 earnings results due tonight after the close (below), but I want to add a couple comments. First things first, Facebook is a universally loved stock …
Continue readingEvent: Facebook (FB) reports Q2 results, tomorrow after the close. The options market is implying about an 8.5% one day move on Thursday, or about $23 billion in market. The average move over the last …
Continue reading