Moon Kil Woong
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Using Friday's Options Activity to Prepare for Monday's Market [View article]
Salesforce is a momentum trade and is abnormally richly valued but hey they aren't the only "cloud" stock to exhibit this. Like the dot com boom and bust they probably won't meltdown until the whole sector does. By that time it will be too late to not take that big lop off in value. Volatility is the way to go on that.
Kraft's call sounds solid. Someone maybe is unwinding. This may mean less volatility overall.
Momentum Ideas: 26 Undervalued Stocks Raising Earnings Guidance [View article]
Consumer Discretionary Spending: Almost Anything Works [View article]
We do need people to save even though the government wants fast growth numbers created with renewed debt growth.
Weak Consumer Spending - Get Used to It [View article]
Is this how a privately run, capitalist democracy is suppose to operate? Even during the height of the great depression we didn't have this level of moral rectitude.