June 12, 2015 by Dan • Commentary

In case you missed it, Twitter (TWTR) is parting ways (he’ll stay on the board) with their beleaguered CEO Dick Costolo.  On last night’s Fast Money we spent a bit of time on the topic, …

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June 9, 2015 by Dan • Commentary

I have a sort of love hate relationship with Twitter. Both the company and the stock.  I see, as many do, tremendous potential for the micro-blogging platform. But I’ve been fairly vocal about my disappointment …

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May 26, 2015 by Dan • FREE ACCESS

Friday afternoon CNBC’s David Faber confirmed the speculation surrounding a potential bid by Microsoft (MSFT) for Salesforce.com (CRM): Microsoft and Salesforce.com had significant talks earlier this spring about a purchase of Salesforce by Microsoft, according …

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May 1, 2015 by Dan • Commentary

Yesterday in this space (MorningWord 04/30/15: You Are Here) we discussed the cheapness of index volatility, and for good reason. Large cap US stocks measured by the S&P500 (SPX) have been grinding in a tight …

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April 28, 2015 by Dan • Commentary

On Friday afternoon I gave some thoughts about my current long position in Twitter (TWTR) and the fact that I was considering replacing my stock with a defined risk options structure into tonight’s potentially volatile …

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