Active Management Archives - Page 46 of 57

Here’s a rather scary — and under-reported — aspect of the recent sell off: Derivatives activity linked to share...

For a trade, I am a buyer of Spyders ($127.44) and Diamonds ($112.37). Let’s see if we do better with these than the Qs. Note:...

Back in February, I did an extensive Q&A with Paul Desmond of Lowry’s Reports (Part I is here, and the important Part II is...

The technical damage done this week was substantial, but as I mentioned last night on Kudlow, we are near support. I’ll expand upon...

Yesterday, I pondered the question of how those who work on Wall Street have managed to deny the existence of inflation for all this...

Here’s some surprising data: The Nasdaq 100 — the big cap tech stocks — are down for the year. I just punched in...

I ended up buying a lot more Qs for a trade than I expected to yesterday during that afternoon sell down. I had bids all the way down to...

I am unloading the May QQQQ puts (expiry Friday) at $2.85; I am still long the June 125s and September 120 SPY puts. I am also buying...

Here’s why its so dangerous to read specific elements into the day to day gyrations of Mr. Market: Consider this hypothetical news...

With the Nasdaq down 1.56% intraday, and the NDX 100 off more than 2%, its time to revisit the issue of sector selection. We noted...