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Two trades today: One short (HUBS) and one sell (FFIV), as I’m removing yet another one of our long positions. I’ve got a new short position I want to start scaling into today — $HUBS. I’ll give you the upshot of the longer form analysis below that I
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Stocks are bouncing with the DJIA climbing back towards 18k once again. Gold trying to edge above $1300. I’m writing up a Latest Positions breakdown and analysis for each and every one of our positions, so stay tuned. In the meantime, here’s my report for today. One of
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Markets turning a bit nasty, stocks selling off for the first time in the last two and half months, since stocks put in a panicky capitulation bottom. Since those panicky February lows, the markets spent the next ten weeks going practically straight up. Along the way, most money managers found
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Axogen is up nearly 10% today to new all-time highs since we bought it. We own one microcap stock in our portfolio, an exception to the rule that I outlined when I first bought it and which you can read here: “You guys know that I‘m very leery about
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What to say about Facebook? It’s in a class of its own. Did you know that if $FB rallies another 15% its current $120 level, that Facebook would be worth more than Microsoft? $FSLR‘s first quarter earnings were pretty good relative to most any other energy company on
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Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone App, the Trading With Cody Android App or at https://twc.scutify.com/members/. If you have any questions about our service, just email
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Join me at 2pm ET for this week’s Live Q&A Chat at 2pm ET today at http://twc.scutify.com/members, on the TWC App, or just hit reply to this email and send in your question. I’ve owned $AAPL since 2003, $GOOG since the IPO,
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After two and half months of a market that has been going almost straight up, you would think we were do for a pull back. There is an old saying that “the market will punish the greatest number of participants as often as possible”, if I may paraphrase. Of course,
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The Smart Phone Revolution is dead. Long live the Smart Phone Revolution. There’s a rising backlash against the smartphone dominant culture we find ourselves living in these days and that backlash is finally catching steam. I read an article today called “We’ve reached peak smartphone” and it captures
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Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone App, the Trading With Cody Android App or at https://twc.scutify.com/members/. If you have any questions about our service, just email
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It wouldn’t shock me to see the markets pull back 2-3% or so here, if only to re-embolden the shorts but not quite give the underinvested longs a chance to get long. Then we rally right on into new all-time highs in the $DJIA and $SPX? Or, another thought
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Despite all my harsh criticisms and outright anger over bailouts, corporatist government policies, a race to devalue our nation’s currency, zero percent interest rates enabling public debt creation that our grandchildren will have to pay back and so on… For the last twenty years, I’ve often written and
