Shanghai Comp

MorningWord 8/20/12:  As Enis referred to earlier in his MacroWrap, RiskReversal.com does not exist to ride the popular investment wave.  Our options trading usually disregards the current market trend as we look for opportunities to …

MorningWord 8/17/12: As many readers know, we have been Bearish for sometime now and while we are not ready to throw up our hands in disgust as it relates to the price action the SPX, our …

MorningWord 8/16/12: WMT’s Q2 results are out this morning which basically look in line with expectations, the company raised the midpoint of their EPS guidance for the balance of their fiscal year, but the stock …

MorningWord 8/15/12: To state the obvious, U.S. large cap equities, for all intents and purposes have decoupled in the last year from most developed and emerging market indices. The out-performance of the SPX to the markets of faster growing countries …

MorningWord 8/14/12: We spent a bit of time yesterday looking at GRPN and trying to figure out if the almost 25% implied move following their Q2 print offered a trading opportunity.  Enis and I differed …

MorningWord 8/13/12: What could be better on a quiet Monday morning than a little rant focused towards the endangered profession of Sell-Side equity research analyst.  Don’t get me wrong there was a time when these people moved …

MorningWord 8/10/12:  Equities seem unstoppable at the moment, volatility has ground to a halt and most of the fears that precipitated the 10% April to early June sell off appears to be off the front …