MorningWord 9/5/12: Yesterday, Andrew Ross Sorkin of the NYT, in his Dealbook column titled “The Man Behind Facebook’s I.P.O. Debacle”, matter of factly states: It is David Ebersman’s fault. There is just no way around …
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Trade Update Sept 4th, 2012 at 1:53pm: In a little over a month INTC has sold off about 6.5% since initiating the Sept Put Fly detailed below, and down about 10.5% since DELL and HPQ reported …
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MorningWord 9/4/12: Every once in while I wake up and see something before I have had my coffee that causes me to rub my eyes and question the fragile balance of the universe. The other …
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MorningWord 8/31/12: Jackson Hole will always hold a little place in my heart, it was the site of one of the first very truly speculative trades I ever made in a market and in a …
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MorningWord 8/30/12: On more than a few occasions in the last 6 weeks we have highlighted the weak internals of the SPX’s 12% rally since early June, often suggesting that few stocks have powered much of the …
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We wanted to take the time to go over two trades, the DELL we just closed and the INTC that we continue to look at. In DELL, we put on the trade for a net …
Continue readingMorningWord 8/29/12: What have Chinese Central Bankers learned since the global financial crisis of 2008/2009 that their counterpart in West have not? I guess both learned a lot about the use of such artillery like Bazookas, both …
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MorningWord 8/28/12: While AAPL and FB have seemingly caught most of the headlines in Tech this summer, PC weakness stole a little bit of thunder with less than stellar results and outlook from DELL and …
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MorningWord 8/27/12: It’s fairly shocking when you consider that the jury verdict in AAPL’s patent infringement case against Samsung resulted in a $1billion fine to AAPL in damages, yet the real damage or awards are being played …
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MorningWord 8/24/12: As experienced traders, we are always wary of complacent trades. We’ve seen too many times over the course of our careers a trade that works, and works, and works, only to eventually end in …
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