|Day Low/High||188.54 / 190.08|
|52 Wk Low/High||123.02 / 208.66|
* The new regime of volatility continues -- don't be dazed, but rather use it to your advantage * More night moves Sunday night as the pajama traders were active, demonstrating the need to be unemotional and to buy panic in your trading these days *...
Good (read lucky) cover of Apple recently, Monday's buys (of Amazon , Facebook and Alphabet ) and yesterday's sale of long and partial cover of and shorts. Today's market is an example that no one should be self confident in view in a "newsy" and ...
* I am in full agreement with Jimmy that there always is a bull market somewhere * We are in agreement that Facebook, Amazon and Google shares are exceptionally attractive now and will likely provide strong absolute and relative investment opportuni...
Not surprisingly (and happily for us!), FANG is leading the market higher. Facebook , Alphabet , Amazon (and even Twitter ) seem to be the first stocks that investors flock to when market optimism prevails. In the last week (and under the backdrop o...
Steadily, the once-revered markets of Brazil, Russia, India and China have become hazardous places to do business.
AAOI remains green into its earnings after the close on Wednesday.
I don't want there to be any ambiguity about the size of my positions or about my buy and short levels as I strive for as much transparency as possible. "When the time comes to buy, you won't want to." --Walter Deemer "When the time comes to sell, y...
In July, the RMPIA climbed 0.6%, bringing its year-to-date return to just over 21%.
And why they should not have been broken.
The social media giant is reportedly planning to tie Instagram and WhatsApp's brands more closely to their parent company's as the FTC probes the competitive impact of its acquisitions.
Goolge (LONG) is My Trade of The Week as I Make MOre Moves at THe OPening I am making some more consequential moves as the market opens - moving, in aggregate my exposure from large short to between small and medium sized short: * Moved from medium ...
These stocks and sectors are safe havens, and may even be opportunities.
The trick is to look at your portfolio as a single asset and to manage your holdings in a way that keeps that portfolio near its highs.
I like all of these, but one stands out today for a 'recovery' trade.
I added to Amazon ($1,853), Alphabet ($1,211) and Facebook ($191.65).
With yesterday's buying and today's additions, I have moved back to medium-sized in , and .
I added to my Apple short on yesterday's gap in the morning. I listened to the universally upbeat commentary post quarter and read the research reports but I am still not sure what the hoopla is about. Once again iPhone missed, services missed...and...
* Yesterday's abrupt market reaction (and near rout) in response to the Fed/Powell's comments (of a "mid cycle adjustment") underscores the outsized role of the Federal Reserve on market prices and valuations * Low interest rates have been the straw...
* The U.S. is still the best house in a bad neighborhood * Non U.S. economies are weakening (badly) and, in an interconnected world, S&P companies are vulnerable and increasingly dependent on non domestic markets * Given the current S&P earnings slo...
Facebook, Google and Amazon all reported good numbers for their online ad businesses, as did Twitter and Snap.
Among other things, the web giant reported its ad price declines narrowed substantially and signaled that its Pixel and cloud sales grew strongly.
A big jump in the market cap of Google's parent is in store thanks to an impressive second-quarter report.
This is 'sell the news' action. There are still a slew of reports to come, but many of the key names have reported now.
With good reports from Facebook and others, and the Fed likely to cut rates next week, it looks like we have some strong short-term support.