November 3, 2015 by Dan • Commentary

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 …

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October 7, 2015 by Dan • Commentary

Sadly, 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 …

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September 21, 2015 by Dan • Commentary

Last 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 …

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July 28, 2015 by Dan • Commentary

Event: 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 …

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