Strange memories on this nervous night in San Francisco. The kind of peak that never comes again? If you listen very closely, you might just be able to hear it… the sound of universal optimism around …
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Event: Oracle (ORCL) reports fiscal 2017 Q1 results tonight after the close. The options market is implying about a 4% one day post earnings move in either direction tomorrow, which is basically in line with …
Continue readingI did not watch the Republican National Convention live this week. But did cacth some snippets of speeches the following mornings on CNBC, and have read plenty of reaction pieces. My mildly informed take-away is that the event …
Continue readingShares of Oracle Corp (ORCL) are down 4% on news that a former internal accountant filed a whistleblower lawsuit about the company’s accounting practices relating to cloud services revenue, as reported by Reuters: In a …
Continue readingBack on April 14th, Zillow (Z) announced fiscal 2015 guidance that was below consensus and prior guidance: Shares of Zillow were down almost 13% following the pre-announcement, making new 52 week lows, before recovering and …
Continue readingYesterday Dan laid out three bullish trade ideas into Twitter’s analyst day. The stock has indeed taken off from yesterday’s three and a half month lows on a positively received analyst meeting. With the stock now …
Continue readingTomorrow at noon eastern, Twitter will be holding their first ever analyst meeting in San Francisco. The options market is expecting a weekly move of about 5% in either direction. Sentiment seems downright horrible heading …
Continue readingSome more promising data out of the U.S. this morning as the ADP employment report telegraphed that Friday’s numbers could come in above 200k. Over in Greece things aren’t looking as bad as yesterday as …
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