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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Shares of Time Warner have massively outperformed (up 23%) the broad market year to date (SPX up 5%), and peer Disney (DIS, down 13%). The stock caught my attention for a couple of reasons today. …
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Event: Netflix (NFLX) will report Q3 results tonight after the close. The options market is implying about a 10% one day post earnings move, which is shy to the 13% decline following each of the last …
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Salesforce.com (CRM) has lost 10% of its market value (about $5 billion) since offering disappointing billings for the current quarter in late August. The stock is down almost 17% from its all time highs made in May, and …
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Event: Delta Air Lines (DAL) is set to report Q3 results tomorrow before the open. The options market is implying about a 3.5% one day move tomorrow, which is rich to the 4 qtr one …
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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 …
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Last night on CNBC’s Fast Money we discussed Facebook’s launch of their Marketplace feature, think internal Ebay: As Julia Boorstin reported, the Marketplace had a gaff at launch by not having a filter set for …
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Yesterday, CEO of SpaceX, Tesla (TSLA) and Chairman of SolarCity (SCTY) Elon Musk laid out his plans to bring humans to Mars in the next decade and to eventually colonize the red planet. Here is …
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On September 13th in this space (The Silicon Stock Exchange) I had some thoughts on private tech market valuations: For the first time in a very long time (or at-least in the modern investment era) …
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Adobe (ADBE) reports tonight after the close. The options market is implying about a 4% one day move tomorrow, which is rich to the 4 qtr average one day post earnings move of 3.5%. The …
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