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Good Monday morning to ya. Stocks are down fractionally from the multi-year highs they reached last week but are trying to turn green as the morning wears on. I added to the Apollo puts last week and I’m looking to add to my Sandisk position, either using just common
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Pretty strong move in the overall markets here today, with nice breadth (“nice breadth” means that there were a lot of stocks up and not that many stocks down). My overall combined portfolios barely budged today. Those Amazon calls we held despite the sell off after earnings have come back
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Okay guys, it was another heckuva a week. I sold not quite 1/3 of my EKDKQ for 40% plus profit in less than two weeks. Holding the other 2/3 for now but to reiterate — this is a MUST SELL within the next few trading sessions as the bankruptcy
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Pretty wild week and pretty great start to the year, though today’s Google hit didn’t help. I’ve got a special treat coming for you guys next week — a new $79 investment book called “The Dirty Dozen: 12 Stocks with Fundamentally Broken Business Models” that you guys of
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Big spike up in the markets this morning, led by tech. We are indeed ending up in that rangebound market into year end that I’d been expecting. The VIX has continued to plummet and we’re down to just a handful of trading days left in the year. Wouldn’
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How’d your gaming of the EUcrats bank welfare program newsflow go this week? What a crock. Remember I told you how it seems EVERY money manager alive is sure that the markets are either about to crack or spike depending upon whether the “Next European Bank Bailout Is Big
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“I also know how important it is in life not necessarily to be strong, but to feel strong. To measure yourself at least once. To find yourself at least once in the most ancient of human conditions. Facing the blind death storm alone, with nothing to help you but your
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Good morning and welcome back to the body shop, where you can fix up the scratches and dings, but you can’t build a car from scratch for a profit. We’re now 100 points from the recent highs in the Nasdaq and the markets are starting to look like
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Good morning and welcome back to the football field, where it’s better to go for long drives with lots of first downs and not just throwing long bombs. The markets are giving back a full percentage point plus from the big gains last week and October looks destined to
Here’s the transcript of today’s chat. We broke the questions and answers down into two sections as usual — Economy/markets/trading/strategy and Stocks. See you next week at 2pm EST at http://tradingwithcody.com/chat for more Q&A where you can ask me anything. Economy/
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Here’s a list of my positions in order of size from largest to smallest notional positions: Longs – Sandisk Cisco Nuance Google Corning Riverbed Marvell Goldman Sachs Cypress Apple Microsoft Bank of America Visteon Autodesk DBA Adtran Shorts – LPS Bank of New York Wells Fargo Live Nation SLV
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Nice rally again today. Don’t forget to trim a little bit if you were hurting at the lows earlier this week, which at 12% and 3 days’ action between us and there, sure seems like a long way. It’s not. Don’t get complacent. Here’s a list
