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    Published: 5/12/2016
    Shares of enterprise cloud software provider Workday (WDAY) plunged 17.5% on Friday before closing the day down 12.5%. The carnage came after the company’s fiscal Q3 report, punctuated by weak f ... Read more
  • XLV – Healthcare Scare

    Published: 2/12/2016
    Yesterday I discussed the sector rotation since the presidential election results on Nov 9th: I sincerely have no idea whether the rotation out of growth stocks, primarily Tech, and “yield-ers”… Consu ... Read more
  • Update – XLE Jan Call Spread

    Published: 2/12/2016
    On November 11th we laid out the case that from a technical perspective XLE, the energy stock etf, had the potential to hold its uptrend and make new highs for 2016. We expressed that view with a Jan ... Read more