MorningWord 3/28/13: Enis posted a couple great charts this morning in his MacroWrap on the SPX and what its eventual break above new highs could mean (read here). The powers that be, really want to …
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MorningWord 3/27/13: The breadth of the rally has been declining all year as measured by the NYSE New Highs, charted below (a series of lower highs and lower lows): [hr] MorningWord 3/26/13: Back in …
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MorningWord 3/26/13: Back in late September when YHOO was trading ~$16, and prior to its 45% rally to almost 5 year highs, we thought the stock was cheap on a sum of the parts basis, …
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MorningWord 2/14/13: The Desktop Operating System battle btwn AAPL and MSFT has been raging for over 2 decades. While a clear winner had been determined, the war for mobile supremacy has left the once victor, MSFT, in …
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Event: CSCO reports Q4 earnings tonight after the close. The options market is implying about a 4.75%* move vs the 4 qtr avg move of ~6.75% and the 8 qtr avg move of ~8.4%. * with the …
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MorningWord 2/13/13: The path of least resistance continues to be higher, but the opportunities to make money on the long side appear to be looking less and less attractive from where I am sitting. I have repeatedly stated over …
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QUICK NOTE, in Yesterday’s MorningWord I stated that AAPL’s CEO Tim Cook speaks today at GS’s tech conference at 4:15pm eastern, that was incorrect, the schedule that I was quoting must have been old, he speaks …
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MorningWord 2/11/13: I think it is fair to say that Q4 Technology earnings were a mixed bag, for instance semiconductors heavily exposed to PCs struggled (INTC), while those exposed to smartphones & tablets flourished (QCOM), smartphone …
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MorningWord 2/01/13: At one point in the last decade, the Blackberry was the best thing to come out of the “Great White North” since Pamela Anderson, backbacon, and obviously the Mackenzie Brothers. RIMM for all intents and …
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MorningWord 1/31/13: I think it would be a fair assessment that Q4 Technology earnings have been a bit of a mixed bag with more than 50% of the S&P 500 having already reported. Pre-announcements prior to Jan …
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