All
Let’s try this again. Apparently, when they uploaded the video the first time, it didn’t upload all the audio. Sorry about that. Here’s the full speech I gave at the 2012 Apple Investor Summit where I was sandwiched in between keynote speakers, Steve Wozniak (the co-founder
All
Time to “buy”?. As always, there’s no set answer to that question, but the the shortest answer to that question is yes, we’re getting to the point where it’s probably time to start scaling into some more long side exposure as the markets have really started to
All
One quick note before we get into this week’s list of trades. I typed that I had “fought for my country” at Occupy Wall Street and didn’t see that until I’d already sent it out and published it. Point is, I didn’t “fight for my country”
All
The markets are down across the board. I’m not looking to do much trading and buying yet. As you guys know, I’ve been letting this turmoil play out a bit before getting aggressive. Still am. Let’s run through some headlines this morning that every investor should be
All
Last week I named some Web Bubble 1.0 stocks and why I’m watching them. Today I want to talk about Bluefly and why I think it could catch a Bubble Bid. Let’s me be clear again: I’m not advocating you get long this or any other
All
Good morning and welcome back to the playground, where the monkey bars never close. In the early going, stocks are down slightly. Take a look at this 5-day chart of the Nasdaq. Lots of volatility but we’re back where we started after all that noise. http://finance.yahoo.
All
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. Q. Hi Cody, any opinion on MRVL here? The stock seems way too cheap! A. I owned MRVL a
All
We’re fixing the audio on the video — in fact, they’re uploading the whole speech using a different format and it should (fingers crossed, knocking on wood) be up and available in a couple hours if all goes as planned and our wonderful 21st century Internet technology at YouTube
All
The markets are down fractionally and tech is soft. Sure wish I sensed more panic out there so I’d feel more comfortable making a stand right here. Alas, as is so often the case when it comes to your money, the best trades are often the ones we don’
All
If we’re going back to Web Boom 1.0 levels, it’s important to try and game out how the cycle is going to go. Some of the companies from Web Boom 1.0 are still around in wounded form. And some are booming: Amazon just reported a dynamite
All
I know that some of you guys acted on my “Bet Against BKS” idea yesterday and are already up huge on the trade. I was perhaps too cautious in my actions yesterday and missed the first $4 of so of the move down in BKS since I nailed the analysis
All
Do the markets drive the headlines or do the headlines drive the markets? And more to the point, what’s the outlook for the economy and the markets from here right now at these levels? Let’s dig in. On Squawkbox this morning, I saw an analyst I used to
