Readers of my little rant in the MorningWord this am (here) can tell that I am a bit skeptical of YUM’s about-face on their recent guidance of sales in China. Last night’s press release, which was released …
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MorningWord 10/31/12: For most in NYC, myself included, the last few days has been nothing more than an inconvenience, while many in some of the outer-boroughs, Long Island, and New Jersey have had their worlds turned upside …
Continue readingMorningWord 10/26/12: We talk about AAPL a lot on the site, primarily because we are fascinated by the psychology around the stock, not just with investors, but the way the stock is viewed by Wall Street …
Continue readingMorningWord 10/25/12: To say FB caught a bid yesterday was an understatement. The way the stock opened, up more than 20%, it acted like the highly anticipated strong IPO it was meant to be back …
Continue readingMorningWord 10/24/12: As bad as yesterday’s sell off in equities felt, it could have been a lot worse if it wasn’t for some relative strength shown by some recently beleaguered tech and consumer shares. For instance on a …
Continue readingMorningWord 10/23/12: On RiskReversal, we spend a lot of time looking at and trading high-fliers, generally because it is a bit more fun than trading consumer staples and utilities, and the stories are more interesting. …
Continue readingMorningWord 10/22/12: Shortly after AAPL’s introduction of the iPad in 2010, Steve Jobs famously dubbed competitors (who were slightly caught off sides in the category) efforts to introduce 7 inch devices as DOA or dead on arrival. In …
Continue readingMorningWord 10/19/12: As traders and even as purveyors of RiskReversal.com, we make mistakes on a daily basis. Most readers of the site get what we are trying to do, and understand that we will have …
Continue readingMorningWord 10/18/12: This past Tuesday I was on CNBC’s Fast Money at 5pm, and the unthinkable happened……..AAPL earlier that day had sent out a media invite for the iPad Mini announcement, and there wasn’t a single mention of …
Continue readingMorningWord 10/17/12: As we get into the meat of earnings season this week and next there appears to be a slightly some divergent inputs btwn the Micro and the Macro. First off, Enis last week highlighted the …
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