Cody Willard

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Are you ready for water inflation?

We haven’t learned any lessons from the ethanol debacle. Subverting our food supply chain in search of energy is one of the dumbest trades of all time.  So when I see headlines like this from the Denver Post, I fret: Fracking bidders top farmers at water auction By BRUCE

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Chat Transcript for May 16, 2012: Facebook, FIO, Greece, Bob Weir and much more

Here’s the transcript of today’s chat. See you next week at 2pm EST at http://tradingwithcody.com/chat for more Q&A where you can ask me anything.All right guys, ask me anything. Q. Any idea or explanation why some important AAPL suppliers have completely different

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Two housekeeping notes

Flattish. The markets aren’t doing much today and I’m not doing any trading so far. Two quick housekeeping notes — 1. I’m going to southern Colorado to go flyfishing with my father for the next couple days. I’ve not taken a market day off in a long

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Flip It: Here’s why the Greek/EU set up is so bullish for investors

Flip It. It’s a concept that I created when I was learning to invest that is all about looking at the news, the trades, the analysis, and everything else completely upside down from what you’ve been taught. When the economy is rosy, and everybody thinks it’s a

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Trade Alert: The Three Best Clean Water Stocks

For the last 30 years the price of oil has been on a steady climb upward.  NYMEX traders who used to sit around all day for a penny move in crude now have to deal with $4 intraday spikes.  Peak oil and the feeling everyone has that we are running

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Will Facebook’s IPO make E*Trade Party like it’s 1999?

Talking babies notwithstanding, Etrade has seen better days.  It’s the rare company that got clobbered by Web Bubble 1.0 and the ownership of subprime debt.  Here’s a chart of its all-time performance: Facebook recently added Etrade as an underwriter along with usual suspects like Goldman Sachs, Morgan

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Two more ways to invest in Facebook before the IPO

Last month I told you Six ways to invest in Facebook before the IPO.  Now we’re a month closer and about a week out from that holy day.  A company founded in a dorm room less than a decade ago is about to be the biggest American company to

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Monday morning markets and Latest Positions

Good morning and welcome back to the show, where the stars aren’t always what you should have your eyes on. The broader markets are to open soft again this morning, but they are all still up 1-2% from the lows they opened at on Friday when I’d stepped

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Trades for the week of May 7th through May 11th

Here are my trades for the week of May 7th thru May 11th: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price ZNGA – Zynga, Inc Long Buy 5/7/2012 12:30pm $8.28 FIO – Fushion-IO Long Buy 5/7/2012 12:30pm $22.07 LVLT – Level

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Revolution Investing must-reads into the weekend

Here are some headlines and trends that every investor should be thinking about into this weekend. U.S. Stocks Hit by J.P. Morgan and Can The Market Muster A Convincing Bounce? – It’s fried-day and I sure know a lot of traders and investors who truly feel fried now.

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Trade Alert: Time to get a little more aggressive

It’s fried-day and I sure know a lot of traders and investors who truly feel fried now. The markets are set up for another ugly open this morning and it looks like they’ll be opening at 3 month lows. As you guys know I’ve been waiting to

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Cisco earnigns: Love, hate or apathy?

Cisco didn’t disco last night. The company reported earnings that were a little bit “better than expected”, but the guidance for next quarter was a little bit “worse than expected”.  The stock is down 8% in the early morning action and that’s not too surprising given how far