JP Morgan’s Jamie Dimon says cyber is the biggest vulnerability the financial system

JP Morgan’s Jamie Dimon says cyber is the biggest vulnerability the financial system

When Jamie Dimon, CEO of JPMorgan Chase one of the largest banking entities, speaks investors and the markets tend to listen and digest what he is saying. This week, Dimon reminded that cybersecurity, one of the tentpoles of our Safety & Security investing theme, is an area that individuals, institutions and the government need to […]

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Weekly Issue: Adding Two New Positions As We Pass the Summer Doldrums

Weekly Issue: Adding Two New Positions As We Pass the Summer Doldrums

We are adding two new call options to the Tematica Options+ Select List this week – one in Netflix and the other in Dycom. The Netflix add follows a pullback in the shares following the 2Q 2018 earnings report, while the Dycom one follows bullish North American 5G comments from Ericsson.

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WEEKLY ISSUE: Putting Some Defensive Calls in Play

WEEKLY ISSUE: Putting Some Defensive Calls in Play

As we prepare for the earnings onslaught to be had, we are adding some defensive call option positions to the Select List given rising concerns over the potential impact of tariffs on company earnings in the second half of 2018. We also recap some of the recent developments that relate to our call options in JPM, AMCX and DISCA shares.

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Post IPO Thoughts on Snap Shares and the $34.7 Billion Market Cap Question

Post IPO Thoughts on Snap Shares and the $34.7 Billion Market Cap Question

Snap, the parent company of Snapchat and the latest Connected Society-Content is King hybrid company has gone public but is it really worth the $34.7 billion market cap it had when it closed out its first week of trading?

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First disappointing May auto sales, now Jamie Dimon sounds the alarm on auto loans 

First disappointing May auto sales, now Jamie Dimon sounds the alarm on auto loans 

While some see a booming auto market, there are reasons to be concerned as subprime loan volumes mount. Yes, those two dirty words are once again back in vogue, kicking up memories of the housing crisis and giving rise to thought the automotive market could be over inflated at best and at worst preparing for […]

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