This was a great interview with Maria and Eric but it got buried at 4:30 on a Summer Friday. They talked – a billion Android phones, the cloud, Facebook IPO, the cloud again, New York start ups (w00t!), mobile, Steve Jobs and $AAPL and the four horsemen of technology – $AAPL, $GOOG, $AMZN & $FB.…
Its not just the Jamie Dimon story. There’s a myth on Wall Street that may have once been true. That there was this thing called The Smart Money. Big guys, hedge funds, institutions that have more money than other traders and investors, more resources, more experience, better information and that they somehow only made…
Its been wild watching Arena Pharmaceuticals ($ARNA) over the past 5 months as both the $ARNA stream on StockTwits and the price of the stock have exploded. Social momentum as measured by message volume has increased by over 5000% on StockTwits over 4+ months while the price of the stock increased by 5 fold…
Earlier this week I wrote a piece about Arena Pharmaceuticals and social momentum which focused on the unprecedented increase in discussion of $ARNA, a biotech stock with an expiremntal obesity drug, on StockTwits and its relationship to price and trading volume over the course of 2012. Since then (Tuesday, June 19), the level of…
Here’s some quick observations on $YHOO. I have been long this stock for almost a year and have been taking advantage of this massive consolidation by selling near dated premium on both sides on occasions in which there have been outsized moves in either direction due to either market conditions or noise events (Jack…
Over the past 3 months, social volume has increased by 4231% in Arena Pharmaceuticals. This is by far the largest increase over this period and one of the highest levels of social momentum that we have seen since we began tracking the metric. $ARNA continues to dominate discussion in the Healthcare sector as evidenced…
Forget about smart money. It does not exist anymore. And if it does, it isn’t hedge funds who are twisting in the wind everywhere… A couple of broad statistics: In 2011, the average hedge fund dropped 4.8% while the $SPX closed flat on the year. In 2012, through May, hedge funds are up .88%…
Yesterday, I asked StockTwits members to share their favorite charts. There’s so much talent and variety on the stream I figured a Friday afternoon was the perfect time to query for fresh ideas going into the weekend. I received dozens of good responses and here’s just a few and some charts to go with…
Woke up at 5 this morning to play hoops with some friends. It felt great and now I am zoned in… I have been reading Altucher since TheStreet.com days and more days than not I still read his latest incarnation which is more spiritual than market focused. He provides a lot of lessons and…