Thursday, August 22, 2019

Wall Street Not Abandoning Netflix After Drop: Research Recap

Wall Street was thick with analyst notes on Netflix (NFLX) yesterday after the streaming-media darling fell on weak subscriber growth. The research was surprisingly positive given...

Don’s Notebook March 27, 2018

Case-Shiller data are likely to highlight the strength of home appreciation, which is a less publicized factor behind what have been robust levels of...
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Podcast: The U.S. Consumer Is Getting Stronger

This podcast reviews how strong consumer data may reduce dangers of a looming U.S. recession. It also breaks down how the industry...

Don’s Notebook May 25, 2018

This morning the Durable Goods Orders report from the Bureau of the Census, implied tariff-related price inflation may be driving up dollar totals in...

Don’s Notebook May 11, 2018

Don’s Notebook May 11, 2018 April's inflation reports this week have been trending lower, but oil-related, and dollar- and tariff-related, pressure shows in today's data...

Bears Target Cereal, Bulls Chase Fracker: Options Recap

Packaged foods have struggled for a long time, while energy's been coming to life. Those themes played out in a big way today in...

Another Strong Day in Housing

Last week we highlighted a rare green shoot in housing. Today it might have sprouted a little higher. Homebuilders, believe it or not, are the...

Traders up the Ante in Key Gaming Stock: Options Recap

Scientific Games has more than doubled in the last year, and options traders are apparently looking for the run to continue.

Tesla Options: Are Traders Bracing for a Crash?

The put-call ratio is at record levels as worries mount toward the electric-car maker.

Why furniture bulls may expect an earnings pop

Will a high-end furniture stock go higher? At least one big trader seems to think so. RH, formerly known as Restoration Hardware, peddles four-figure sofas, rugs...
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