Event: Infrastructure Software vendor RedHat (RHT) reports their fiscal Q4 results after the close. The options market is implying about an 8% one day move which is very rich to the 4 qtr average of …
Continue reading$RHT Fiscal Q4 Earnings Preview
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$ADBE Fiscal Q1 Earnings Preview
Event: Adobe Systems (ADBE) reports their fiscal Q1 results tonight after the close. The options market is implying about a 5.5% one day earnings move, which is rich to the 4 qtr avg one day …
Continue readingMorningWord 3/14/16: VW Bugs
QE induced V & W bottoms in the U.S. stock market have been a hallmark of the bull market rally since the financial crisis. You know the drill, stocks lagged without the tailwind between bouts …
Continue reading$WMT – Earnings Preview / Update
Event: Walmart (WMT) reports their Q4 results tomorrow before the open. The options market is implying about a 3.25% one day move, which is just shy of the average one day move following the last four …
Continue readingLinkedIn (LNKD) Q4 Earnings Preview
Event: LinkedIn (LNKD) reports Q4 results tonight after the close. The options market is implying about a 12% one day move which is essentially in line with the average one day move over the last 4 …
Continue readingFB: Fly on Your Wall
It was a pretty volatile week for most risk assets the world over. At one point here in the U.S. and Europe on Wednesday it felt as though we were nearing a crash. Things have …
Continue readingSBUX Caffeine High
Event: Starbucks reports fiscal Q1 results tonight after the close. The options market is implying about a 5% one day move, which is rich to the 4 qtr one day avg move of 3.25% and …
Continue readingGE Money
Event: General Electric (GE) reports Q4 results tomorrow before the open. The options market is implying about a 3.5% one day move, which is essentially in line with its one day rally post Q3 results on …
Continue readingMorningWord 1/12/16: Down on the Pharma
Last night on CNBC’s Fast Money Meg Tirrell interviewed Merck CEO Ken Frazier. As usual, Meg ran a great interview. Since healthcare related stocks are not my forte I found myself looking down at my Bloomberg …
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