MorningWord 3/6/15: Rich People Problems $AAPL

MorningWord

NYU Stern School Professor Scott Galloway's presentation (The Four Horsemen: Amazon/Apple/Facebook & Google--Who Wins/Loses) at the recent DLD15 conference is getting a lot play in the financial … [Read On]

Name That Trade – $FEZ: Mario Kart

NameThatTrade

Hallelujah!! ECB QE is here. And you know the old saying, don't fight the ECB. But will the ECB pack the same sort of rip your face off sort of umph that Federal Reserve's relentless bond buying did in a … [Read On]

Chart of the Day – $MOS Def

ChartOfTheDay

Yesterday shortly after the open I highlighted in Quick Hits a large block of short dated puts that were bought on Mosiac (MOS): Mar 4 2015, 9:55 AM Dan: MOS seeing some opening put buying,when stock … [Read On]

Name That Trade – $CRM: Cloud Seeding

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For the last few weeks CRM had been on our radar as a technical breakout candidate (here) as the market rally appeared to be broadening out with the Russell 2000 making new highs. Last week I took a look … [Read On]

Anatomy of a Trade – $ANF Gets Snookied

AnatomyofaTrade

Yesterday, we looked at Abercrombie & Fitch (ANF) and its impending earnings report. This story is fascinating to watch from a brand perspective as there was a lot of talk back near the stock's highs … [Read On]

New Trade – $CTRP: Trip and Fall?

ctriplogo

Event?: The Chinese online travel company Ctrip.com (CTRP) has yet to report Q4 results. Bloomberg estimates March 13th. A look a their investor relations site (here) is little help, but considering they … [Read On]

MorningWord 3/4/15: The February Effect $SPY

MorningWord

You might have noticed the similar pattern in U.S. equity returns for the months of January and February over the last two years.  Last January the S&P 500 (SPX) saw a fairly sharp drop of 3.6% only to … [Read On]