Trade Update July 23rd, 2013 at 3:30pm: Semiconductor results and guidance so far in this earnings season has been a fairly mixed bag, as expected PC centric semis have gotten hammered (see INTC and AMD), …
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Trade Update July 22nd, 2013: TXN reports after the close and with an adjustment to the initial calendar followed by the expiration of the short July puts we’re now left with a wash in the …
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On Wednesday, prior to INTC’s Q2 report, I rolled up my bearish TXN position and moved it closer to August. With the July portion of the calendar expiring today and earnings on Monday we looked …
Continue readingTrade Update July 19th, 2013: Given FB’s recent ~14% rally off of the June lows, and the stocks weakness this morning in sympathy with GOOG’s cpc results, I am going to close the July / …
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