Yesterday the S&P 500 (SPX) did something it has not done since October 2008 when global markets were in the throes of the worst economic and market crisis since the Great Depression, it closed down …
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Facebook (FB) Q3 Earnings Ideas
Event: Facebook (FB) reports Q3 results tonight after the close. The options market is implying about a 6% one day post earnings move tomorrow, which is shy of the average over the last 4 quarters …
Continue readingMorningWord 10/28/16: Nasdaquiri
Yesterday in this space I did a little compare and contrast between expectations into Amazon.com (AMZN) and Alphabet’s (GOOGL) Q3 earnings due out last night (here). In a nutshell, I emphasized: AMZN is likely the one …
Continue readingApple Turnover
Yesterday we previewed Apple’s (AAPL) fiscal 4Q earnings and offered some trade ideas for those with existing positioning or a directional inclination into the print. We now want to recap those ideas and discuss how they fared and how …
Continue readingMorningWord 10/26/16: Apple’s Blurred Vision
Apple (AAPL) reported their fiscal Q4 results last night. In a quarter whose last two weeks benefited from pre-orders and initial sales of their highly anticipated iPhone 7 & 7+, the company’s press release instead highlighted …
Continue readingApple Fiscal Q4 Earnings Preview
Event: Apple (AAPL) reports their fiscal Q4 results tonight after the close. The options market is implying about a 4% move in either direction, which is shy to the average of 5.85% over the last …
Continue readingMorningWord 10/24/16 – Cross promotional. Deal mechanics. Revenue streams. Jargon. Synergy.
About 10 days ago I called AT&T wireless to ask why my family plan was about $100 more a month than current offerings from Sprint (S) and T-Mobile (TMUS). This was after I saw my data usage …
Continue readingMorningWord 10/12/16: Alexa… Destroy Spotify
Amazon.com wants to eff up the streaming music business the way it has almost every other business it has entered. Their “business” model when they enter a new market is not too focused on such …
Continue readingMorningWord 10/11/16: Phone Tag
A couple weeks ago, despite not expecting too many differences from my iPhone 6s, I bought the iPhone 7. I had not intended to upgrade (my wife accidentally destroyed her iPhone 6+ that week). I’ve had …
Continue readingMorningword 10/4/16 – You’re Smarter Than Silicon Valley Thinks
Dan has written a few posts recently (here, here, here, here) on how the semiconductor industry is adjusting to changing needs for their technology as the world becomes more wired (the internet of things). That …
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