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@Jack Os’ Latrine – TWTR

October 18, 2019 1:23 pm by Dan • Trade Ideas

I have a sort of like-hate relationship with Twitter as a product and with the company. While I find the product an efficient way to organize and consume news, I find it to be one …

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September 27, 2019 by Dan • Trade Ideas

There has been no shortage of cross-currents of late regarding the U.S. consumer, the one thing that most economist can agree on is the thing holding up the global economy. While there have been some …

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September 26, 2019 by Dan • Trade Ideas

Last night on CNBC’s Fast Money program we had a quick discussion about bank stocks following a technician who suggested that of late U.S. bank stocks are showing relative strength to the S&P 500 (SPX), …

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September 25, 2019 by Dan • Trade Ideas

Tomorrow after the close Micron (MU) will report their fiscal Q4 results. The options market is implying about anm 8% one-day move which is essentially in-line with the average move over the last four earnings …

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September 20, 2019 by Dan • Trade Ideas

There are good acronyms and bad acronyms. CNBC’s Jim Cramer famously came up with FANG a few years back to describe the growing influence of shares of Facebook, Amazon, Netflix, and Google on broad market …

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September 19, 2019 by Dan • FREE ACCESS

I think it is safe to say that it has been a very long time that investors have been able to say “wow, that mega-cap U.S. bank stock is breaking out to new highs”. Well, …

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September 18, 2019 by Dan • Trade Ideas

Yesterday after the close Adobe Systems (ADBE) reported FQ3 results that were better than expected, per Barron’s Online: Adobe posted revenue of $2.3 billion, up 24% from a year earlier, a hair ahead of Wall …

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