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The Fed talks as if it is an economic organization, but it’s really just another political organization. In my opinion, it’ll do everything it can to support the incumbent administration, so they’re not going to rock any boats right now. I don’t see any additional hikes until after the election, which means we are unlikely to see another one until at least December. And that’s good news for the broader equity market.

With the proverbial market winds at our back, I believe we have the opportunity to scoop up shares of Twitter (TWTR) at a discount. Evercore recently downgraded the stock noting that the photo-sharing app Snapchat plans to increase its monetization efforts in the months ahead which would theoretically pressure Twitter’s ability to draw in advertisers. With this outlook already baked into the cake, it’s time to jump back into the stock at a lower price playing the call options.

Buy to open the Twitter (TWTR) Dec 22 Calls (TWTR161216C00022000).

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