November 20, 2017 by Dan • Trade Ideas

This morning we wake to yet another semiconductor merger between Marvell Technology (MRVL) paying $6 billion for Cavium (CAVM), with acquirer MRVL offering the following justification in the press release (emphasis mine): The transaction combines …

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November 17, 2017 by Dan • Trade Ideas

I have no special knowledge whatsoever about the fate AT&T’s (T) planned takeover of Time Warner (TWX), but I suspect the government will back down from some of the rumored demands.  Specifically regarding the government’s suggestion …

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November 17, 2017 by CC • Trade Ideas

Fed Fund futures are pricing a near certain chance that the Federal Reserve will raise short-term interest rates to a range of 1.25% to 1.5% at their December 13th meeting, this after they have already signaled …

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November 14, 2017 by Dan • Trade Ideas

Last night on CNBC’s Fast Money we had Credit Suisse’s Chief U.S. Equity Strategist Jonathan Golub on to discuss his continued bullish view on U.S. stocks, while also touching on how he arrives at a …

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November 8, 2017 by Dan • Trade Ideas

Nvidia (NVDA) will report their Q3 results tomorrow after the close. The options market is implying about a 8% one day move on Friday, which is shy of the average over the last four quarters …

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November 7, 2017 by Dan • Trade Ideas

Square Inc. (SQ) will report their Q3 results tomorrow after the close. The options market is implying about a $3.60 move between now and Friday’s close, or about 10% in either direction which is about …

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November 6, 2017 by Dan • Trade Ideas

Tomorrow, after the close, Snap Inc. (SNAP) will report their Q3 results, only the third report since going public in March of this year. The options market is implying about a $2 move in either …

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