I understand the current investor mindset as to why most equities are where they are, and for the most part I agree. I think we are in a cautiously optimistic phase opposed to all out euphoria. But …
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Last night on CNBC’s Fast Money we had a spirited discussion about the year to date out-performance by the so-called FANG stocks (Facebook, Amazon, Netflix & Google, up 7%, 5.5%, 7.7% & 4% respectively vs …
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In early November we looked at the concentration of tech behemoths in the Nasdaq 100 (QQQ) as some of the largest components started showing signs of exhaustion: Since reporting calendar Q3 results in the last week …
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Since reporting calendar Q3 results in the last week or so, Apple (AAPL), Alphabet (GOOGL), Amazon.com (AMZN) and Facebook (FB), have lost between 5 and 10%. That is equal to nearly $200 billion in combined market …
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Last night on CNBC’s Fast Money we discussed the Nasdaq 100 (NDX) closing at a new all time highs. The new highs were powered by tech behemoths of all ages. Microsoft (MSFT), Alphabet (GOOGL) and Facebook …
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In case you missed it, the Nasdaq Composite is at all time highs. And this time is very different. The index’s rise from about 1300 in late 1998 to just above 5000 in early 2000 …
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The Nasdaq Composite (CCMP) and the Nasdaq 100 (NDX) are the only two major U.S. equity indices that are not up on the year, despite out-sized rallies (compared to the S&P 500) off of their …
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Here were a few decent size long premium directional options trades in index ETFs that caught my eye in today’s trading: EEM – there were a couple bullish longer dated trades in the emerging market etf. …
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Regular readers are aware of the fact that I fund the concentration of the weighting of a handful of stocks in the Nasdaq 100 make the QQQ, the etf that tracks the index a fairly …
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The Nasdaq 100 (QQQ) had been a pretty boring trading vehicle for a while, as some of its large components had been in a fairly complacent upward trajectory for what felt like years. But then …
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