May 2, 2016 by Dan • Trade Ideas

On Friday, shares of Chinese search behemoth Baidu (BIDU) closed up 5% on the day (after being up 8%) as a result of the company’s Q1 results and better than expected revenue outlook. Today BIDU is down 7.5% on …

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April 7, 2016 by Dan • Commentary

Last night on CNBC’s Fast Money, the group of equity-centric buffoons, of which I am most certainly one, had a short discussion of the impact of negative interest rates on large banks, and specifically Jamie …

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March 18, 2016 by Dan • Trade Ideas

Announcement: CC and I will be co hosting a live webinar this Monday for the Ticker District with my Options Action co-panelist Mike Khouw. We’ll be talking about options and event risk in particular and …

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November 4, 2015 by Dan • Commentary

Time Warner (TWX) reported Q3 results this morning and issued forward eps guidance for 2016 that was below expectations, the stock is down 7% (was down 10% at its lows). Lowlights from Bloomberg: Prior to …

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July 30, 2015 by Dan • Commentary

Event: Exxon (XOM) reports Q2 results tomorrow morning before the open. The options market is implying about a 2% one day move, which is actually shy of the 4 qtr avg of just less than …

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July 27, 2015 by Dan • Commentary

What a difference a year makes. It was about a year ago that I last wrote about Joy Global, the manufacturer of mining equipment. (read here). At that time I was detailing some bullish call …

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