May 30, 2019 by Dan • Trade Ideas

Today after the close Uber will report their first quarter as a publicly traded company. The options market is implying about a $3 move in either direction between now and tomorrow’s close, or about a …

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May 29, 2019 by Dan • Trade Ideas

Last night Workday (WDAY) reported their fiscal Q1 results and beat on most metrics and raised current fiscal 2020 subscription guidance, per WSJ: Revenue grew 33% to $825.1 million in its fiscal first quarter from …

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May 28, 2019 by Dan • Trade Updates

Back in early March, (Bonds Shaken, Not Yet Stirred) I made the case that U.S. Treasury Yields were about to take another leg lower: Its been my view for years as the Fed ended quantitative easing …

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May 24, 2019 by Dan • Trade Ideas

Mortgage rates this past week fell for the fourth consecutive week, with the 30-year fixed now at their lowest levels of 2019 round 4.06%, well below the average of 4.66% a year ago. You know …

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May 15, 2019 by Dan • Trade Ideas

The broad market, along with Auto stocks globally jumped on a headline that the trump admin plans to delay previously planned tariffs on cars entering the country by six months, per CNBC.com: These headlines came …

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May 14, 2019 by Dan • Trade Ideas

Alibaba (BABA) will report their fiscal Q4 results tomorrow before the open. The options market is implying about a 5% one day move tomorrow, which is a bit rich to the 3.75% average over the …

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