The Ticker District

Posts By: Dan Nathan

Dan: QQQ’ed Up?

By - - Equities on January 6, 2017 6:06 PM 0 Follow-Ups

Last night on CNBC’s Fast Money we had a spirited discussion about the year to date out-performance by the so-called FANG stocks (Facebook, Amazon, Netflix & Google, up 7%, 5.5%, 7.7% & 4% respectively vs the Nasdaq Composite up 2.5%). My points were fairly simple, for the first half of 2016 it seemed that the […]

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Dan: Japango

By - - Equities on December 23, 2016 11:21 AM 0 Follow-Ups

This morning, the WSJ’s Moneybeat column pointed to a market that may get a tailwind from the proposed economic policies of the incoming president and congress —> Another Trump Trade: Japan. The article specifically cited the “Key to the equation is the rising dollar”: Tumbling currencies tend to be a boon for stocks in export-focused […]

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Dan: VIX – Volatile Compounds

By - - Equities on December 22, 2016 11:56 AM 0 Follow-Ups

Last night on CNBC’s Fast Money they asked me to take a quick look at the VIX (CBOE Volatility Index) trading at 2016 low, briefly below 11 for the first time since Aug 5th, 2015: The so called “fear index” gets a lot of play in the financial press, but the truth is, just looking […]

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