injunction

I don’t think this will impact our pairs trade much but it certainly blows apart the thesis.  The bottom line is that Apple’s chart looks more bullish than Google’s this week.  There may be a short reaction Monday but there is still going to be a trial.  I like asymetric trades where if you are right there is potential big upside or in this case downside with Google.  And if you are wrong, there may be no major reaction at all.  Samsung already has 30% market share with its partner, Google and its doing little to hurt Apple as they … Read more