MorningWord 11/19/12: Oh what a difference a weekend makes. The sentiment shift since the Nov 6th election came hard and fast, catching investors both large and small off-sides. It is our opinion that recent losses …
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MorningWord 11/16/12: Soon after the market closed I hopped on a plane to Dallas and missed all of the overnight earnings action, particularly in Tech. Funny thing is, financial reporters didn’t have to work to …
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MorningWord 11/15/12: This morning in his MacroWrap, my esteemed colleague Enis Taner teased readers with his inclination to hang up his “Bear Suit” for the time being. But let me be clear, this is a short …
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MorningWord 11/14/12: Last night CSCO reported results for their fiscal Q1 and issued Q2 guidance that were in line to slightly better than what could only be described as modest expectations. My thoughts yesterday morning …
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MorningWord 11/13/12: Brick by brick, it seems that investors are taking apart this year’s tech rally in that had largely been built by a handful of large components. Q3 earnings season started out with fairly …
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MorningWord 11/12/12: As a 40 year old dude with a wife and 2 kids, I don’t get to watch nearly as much NFL football as I once did and that I would like to. My …
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New Trade, Aug 23, 2012, 3:15 pm: CRM is a name that I’ve traded many times in the past couple years. It’s a volatile stock, with a hopey story, in a hot sector, but nosebleed …
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Note: CRM does not report earnings until after Thursday’s close, but this is an early preview as we start to look at trade ideas Event: CRM reports fiscal Q2 earnings Thursday after the close. The options …
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Based on our Commentary this morning, we see Draghi’s words as just that, words. We think the stress seen in the European banking system is not likely to be fixed by words, or quick fixes to appease …
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