With the New Year comes no shortage of predictions for financial markets for 2017. My crystal ball is in the shop, but I want to highlight a tech prediction from famed venture capitalist Fred Wilson, founder …
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Regular readers know that we rarely start a trade idea with a technical input, but a securities’ chart often helps inform our thoughts on sentiment, and can be very useful for choosing strikes for options …
Continue readingShares of Twitter got a boost this morning when it was revealed that activist investor Jana Partners took a small stake. I am not sure this news should be viewed too positively as it could …
Continue readingRegular readers of RiskReversal, viewers of CNBC’s Fast Money & Options Action and my followers on Twitter are likely familiar with two of my adamant leanings in 2016, one having to do with the election and …
Continue readingSalesforce.com (CRM) has lost 10% of its market value (about $5 billion) since offering disappointing billings for the current quarter in late August. The stock is down almost 17% from its all time highs made in May, and …
Continue readingFor the purposes of this post I am not going to debate the merits of a Twitter (TWTR) takeover, or the validity of the frenzy of reporting over the last couple weeks that first caused a …
Continue readingStrange 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 …
Continue readingOn September 8th we took a look at Salesforce (CRM) and determined that there was a strong possibility that the stock would remain under pressure into their Q3 report in November. The main reason being the weakness in billings was unlikely …
Continue readingIn case you missed the stories on Friday, it’s not likely that Twitter (TWTR) remains an independent company much longer. From CNBC’s David Faber: Since founder Jack Dorsey formally returned to the company a year …
Continue readingThe big story in the market today is the move higher in TWTR shares as it’s being reported that there is some interest in the company from a few of the big boys. From CNBC: …
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