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August 26, 2013 by Enis • Commentary

Facebook has been on a tear in the past week, eclipsing the $40 level in one fell swoop on Friday, and continuing higher again today.  We want to discuss the calendar (now diagonal) trade in …

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August 26, 2013 by CC • Commentary

Microsoft’s reaction to Steve Ballmer’s departure on Friday is a funny commentary on the market’s perception of Ballmer’s value to the company.  But a renewed optimism towards MSFT shares, with hopes of a Marissa Mayer …

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August 26, 2013 by Enis • Commentary

The DJIA has been a major laggard relative to the other U.S. equity indices in the past month, and one big reason has been the weak performance of IBM.  Given that the Dow Jones 30 …

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