January 3, 2017 by Dan • FREE ACCESS

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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December 8, 2016 by Dan • FREE ACCESS

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 …

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November 14, 2016 by riskreversal • Trade Updates

Shares 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 …

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October 7, 2016 by riskreversal • Trade Ideas

For 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 …

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October 5, 2016 by riskreversal • Trade Ideas

On 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 …

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September 26, 2016 by Dan • FREE ACCESS

In 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 …

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