As you know, I have recently been adding to my…

Screen shot 2011-05-31 at 9.35.53 PM

It’s an app world these days and it’s getting to be more of an app world every day. Eventually we will hit a tipping point in the app revolution that will drive us into an app stock bubble as the app world develops into a full-fledged revolution of marketplace creative destruction. And that creative destruction [...]

Do you have a smartphone? Do your kids…

Do you have a smartphone? Do your kids? Do you use it to get information? Do you use apps? Do you have a tablet? Do you use it? Do you still use your laptop in the same way you used to before you had a smartphone and a tablet with apps? Do you still look [...]

The markets are trying to rally…

The markets are trying to rally…and as we’re within just 3 or 4% of the recent multi-year highs, there could be some momentum to an upward rally.   Gotta see the breakouts first though, and we’re not there yet, even though the charts sure “look” like they could take off and the market sure “feels” [...]

t’s a pretty solid open, with good breadth…

It’s a pretty solid open, with good breadth to the upside at more than 2 to 1 stocks moving to the upside. And then there’s Nokia. The company pre-announces very ugly guidance to the downside and suspends guidance for the next couple years as it transitions to the Microsoft Windows Mobile platform it’s betting its [...]

Okay, final post of the week here on Tra…

Okay, final post of the week here on TradingWithCody.com as we wrap it up for the three day holiday weekend.   It’s important to step away from the fray and clear our minds, and you guys know I’ve been reading, writing, researching, trading, traveling, buying land in NM, meeting with sources, studying stock charts…well, I’ve been [...]

Here’s a run down of my positions,  in a…

Here’s a run down of my positions,  in approximate descending order from largest notional position to smallest. Longs – Google Cypress Corning Riverbed Microsoft Nuance Cisco Celestica Ciena Apple Nokia DBA Adtran Visteon Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation

A positive open.   Some of the buying th…

A positive open.   Some of the buying this morning is from the bears and shorts who, after struggling as the markets had been steadily rallying to new highs, have finally, in the last couple weeks, made some gains and are starting to get scared again.  That, and they’re heading out to the Hamptons for the [...]

Totally flat day for the broader markets…

Totally flat day for the broader markets, with the DJIA up 0.07% on the day.   Aren’t you glad you’re not a reporter who has to try to pretend you have a clue when you try to explain why 40 giant, large cap stocks moved an almost immeasurable amount? The Nasdaq and tech were up a [...]

I bought some more MSFT as I’d said I wa…

I bought some more MSFT as I’d said I wanted to this morning.  I used the January 2012 MSFT calls with a $22.50 strike.   I got ‘em for just over a $3 each, which means that MSFT has to get over $25.60 or only 80 cents from here to put these in the money.   The [...]

Are we in a tech bubble already or not? …

Are we in a tech bubble already or not? Just because every bear you talk to and even the cover of the Economist say we are already in a huge tech bubble and every news paper article you read gives the obligatory “what some are calling signs of a bubble” quote already right now in [...]

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