September 24, 2014 by Dan • Commentary

This morning I took readers on a walk down memory lane describing how people in the late 1990s got onto the world wide web, through portals with names like AOL.com, Excite.com, Lycos.com and Yahoo.com (read …

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September 4, 2014 by Dan • Commentary

Bubble talk was sooooo Spring 2014.  Remember when it felt like the sky was falling in social media, Chinese internet, cloud, web security and 3D stocks?? Well, rest assured many stocks and sectors have found their way back to …

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June 5, 2014 by CC • Commentary

Heading into SINA’s Q1 earnings print last month we thought the risk/reward playing for a bounce inline with the implied move looked attractive given the stock’s oversold nature given its prior negative pre-announcement.  Well the …

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May 27, 2014 by Dan • Commentary

SINA recently reported their fiscal 2014 q1 earnings and the stock saw some heavy selling the following day. On Friday, the stock rebounded nicely and isn’t far from where it was before the report. We …

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May 21, 2014 by Dan • Commentary

SINA, the Chinese internet company is scheduled to report Q1 earnings tonight after the close. The options market is implying a one day move of about 6.5%, which is basically in line with the 4 …

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August 17, 2011 by Dan • Commentary

As I write at 9am most European indices are up small except the DAX and the FTSE which are down about 50 bps, but up at least 1% off of their morning lows…..The Euro is up vs …

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