MorningWord 8/4/15: Global Cooling


Last night on CNBC's Fast Money we had a discussion about the impact of imploding commodity prices on the economy and the financial markets. I am the farthest thing from an economist, but since crude … [Read more...]

New Trade – $MSFT: Tick in a Xbox


Regular readers know that we try not to get sucked into investment ideas with buzz-phrases like cloud transition, upgrade cycles, back to school etc etc... that's all mumbo jumbo that technology … [Read more...]

Name That Trade – $AMBA Sauce


It's hard to find many tech stocks that have performed as admirably in 2015 as Ambarella (AMBA) has with 130% year to date gains.  The company makes video compression and image processing … [Read more...]

New Trade $XOM: This One’s For Cecil


Event: Exxon (XOM) reports Q2 results tomorrow morning before the open. The options market is implying about a 2% one day move, which is actually shy of the 4 qtr avg of just less than 2.5%.   … [Read more...]