Regular readers know that most of our trade/ investment ideas start with something fundamental, usually some sort of catalyst, or relative valuation etc, but we also like to use as many inputs as possible to help formulate …
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The S&P 500 (SPX) took a brief hit this afternoon after the FBI announced to Congress they are reviewing new emails recovered from then Secretary Clinton’s private email server. After the quick 1% drop, the …
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Last night on CNBC’s Fast Money my co-panelist Pete Najarian offered his final trade, that he is long and strong Bank of America (BAC), and thinks it makes a new 52 week high above $18 …
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Regular readers of RiskReversal, viewers of CNBC’s Fast Money & Options Action and my followers on Twitter are likely familiar with two of my adamant leanings in 2016, one having to do with the election and …
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In mid July, semiconductors as a group had a major technical breakout, with the SMH (the etf that tracks 25 semi stocks, Intel and Taiwan Semi making up about 30% of the weight) blowing through …
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We’re not getting to hear much policy discussion in this strange presidential election cycle but one topic that sometimes gets through is healthcare. A hot button issue over the past year on the Democratic presidential …
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On CNBC’s Fast Money last night we had the pleasure of getting DoubleLine Capital’s Jeffrey Gundlach’s response to the Federal Reserve’s policy statement (or non-statement): On Friday, I detailed some of Gundlach’s recent commentary from …
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Earlier, Dan reiterated a point we’ve been making here on the site, in that vol is historically cheap, based on historically low actual volatility through July and August. As JP Morgan’s Marko Kolanovic pointed out …
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Last night on CNBC’s Fast Money, Marko Kolanovic, JPMorgan’s global head of derivative strategy made the case for an uptick in volatility, and the strong potential for a pullback in U.S. stocks nearing 5% between now …
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Last night Salesforce.com (CRM) reported fiscal Q2 results that were generally inline. They guided the current quarter down a touch, and left full year guidance intact. The stock was down 8% last night in the …
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