Written Sources


Here is a list of my favorite sources for written content:



























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Separation is in the Preparation

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I’m a little later than normal today, as I was up late watching the first week of NFL football. Nothing really on the line, but was just super happy to be watching sports. I saw a blurb that last Thursday was the first day in history that all major American sports were played on the same day. Professional football, baseball, basketball (Men’s & Women’s), hockey, and soccer all had games. Plus, there was a PGA event and US Open Tennis. It was a great day for sports. Well enough useless info. The title today comes from something I heard from NFL quarterback Russell Wilson. I think it sets the theme for the rest of the blog this week. From the looks of the last couple of weeks, traders, investors, and even speculators are preparing for the upcoming election. Many seem to feel there will be increased volatility, but I'm not sure why. 😉 Softbank moving into options spreads instead of being just long stock, increased vol spreads in the calendar. It all says vol is coming. Are you pr
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Right Now

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As the Van Halen song goes,  "One step ahead, one step behind me Now you gotta run to get even Make future plans, don't dream about yesterday, hey C'mon turn, turn this thing around" Last week, we lost the great American rocker, Eddie Van Halen. Eddie was a wizard with the guitar. If you're not familiar with his work check out Eruption  and/or Poundcake . This week I'm quoting another Van Halen song, Right Now . It seems when the politicians make progress on stimulus talks, they take a step back. It's time to turn this thing around and get this economy moving in one direction on all fronts. Volatility measured by the VIX was lower last week, but there was a little blip higher when the President tweeted on Tuesday that he wouldn't sign any stimulus bill. Apparently, he didn't like the market's response to that, so he backed off that and by the end of the week doubled down a possible stimulus. US and Canadian markets were scared off and most indi
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We Are Never Getting Back Together

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  Quite the weird week there last week. All year we’ve been hearing of mergers and IPOs, but last week we saw three mammoth break ups announced. Johnson & Johnson, General Electric, and Toshiba each said that they will split up their business lines. These are bigger than Tom Brady leaving New England or Bill and Melinda Gates splitting up. It seems each no longer subscribed to the bigger is better theme. It might also be because investors are valuing the entire businesses with the multiples of their legacy stodgy units and not the new growth businesses they are trying to foster. Each of the stocks jumped on the news, but then traded off from the positive initial reaction. We’ll see how these break ups go, but I wonder if the executives of the cast off divisions are watching Romcom movies and eating ice cream. Elon Musk continues his shenanigans on Twitter by posting a poll on whether he should sell stock. The poll ended with 58% saying “yes”, so he ended up selling $5B worth of st
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