Alphabet (NASDAQ: GOOGL), Google’s parent company, could be worth significantly more if the company is forced to split into multiple parts, according to Laura M... Read More»
The current earnings season has highlighted a few trends in the tech sector — software companies are showing very strong growth, uncertainty over a rebound in s... Read More»
The recent breakdown of the S&P500 has revived the base case triggered by the ‘short vol’ unwind in February. That is that the S&P500 has reached a peak... Read More»
The Grizzle Reel and Macro Battleship have been markedly negative on the social media trade for the last two months, we viewed valuations as stretched and s... Read More»
Regulatory Risk Looms Large Over Wall Street’s One-way FANG Trade
Before the renewed stock market correction that commenced on Wall Street on Tuesday, FANG s... Read More»