May 10, 2016 by Dan • Trade Ideas

Event: Disney (DIS) will report fiscal Q2 results tonight after the close. The options market is implying about a 3% one day post earnings move (last quarter implied move was 5.5%), which is below the …

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May 3, 2016 by Dan • Trade Ideas

Event: Time Warner (TWX) reports their Q1 results tomorrow before the open. The options market is implying about a 5.75% one day move, which is slightly rich to the 4 qtr average one day post …

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March 28, 2016 by Dan • Commentary

I’m on vacation this week and won’t be in front of my screens for the most part. CC and I will continue to post but some days may be slightly lighter on content. [hr] Here …

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February 9, 2016 by Dan • Trade Ideas

Event: Time Warner (TWX) will report Q4 results tomorrow before the open. The options market is implying a 6.5% one day move, which is rich to its 4 qtr average one day move of 4.25% and …

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January 6, 2016 by Dan • Commentary

Earlier today on Twitter I posted a bunch of charts of stocks that have in the last few weeks/months broken a long term uptrend, and have also recently, or are about to test important near …

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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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September 21, 2015 by Dan • Commentary

Last night’s PrimeTime Emmy Awards reinforced a popular notion that network TV is toast, and cable and streaming services, for now have an unflinching hold on the highest quality content.  HBO has been dominating awards …

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August 9, 2015 by Dan • Commentary

Here is a quick recap of trades that we initiated, closed, or debated in the week that was Aug 3rd – Aug 7th:   Friday August 7th: Name That Trade – $TWTR: Early Bird Gets the …

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