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Cody Willard

Cody Willard

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I’d like to see tech lead the way higher

One consistent but understated theme in the markets lately has been that tech has underperformed. I like to see tech lead the way higher when I’m betting long/bullish and I don’t like seeing tech underperform consistently.  Along with the mostly negative reaction to earnings (though we can

By Cody Willard 21 Oct 2011

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IMPORTANT: The tendency is to over-diversify, but some diversification is necessary

Not much fireworks, at least after hours, in our stocks that reported earnings such as MSFT and SNDK, which is basically what I’d outlined as to how I was expecting tonight’s plays to play out. So to speak. Anyway, listen, this is IMPORTANT. I just saw someone on

By Cody Willard 20 Oct 2011

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One new name for an earnings trade and a markets update

The markets are trading down today as the day wears on, and it’s S’s over Ns, meaning in this case that the tech-heavy Nasdaq is down more than the broader S&P sampling. Regardless, we’ve got Riverbed up more than 10% today after its shiny, happy

By Cody Willard 20 Oct 2011

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Patience is a virtue, right Ma?

I’ve been walking these streets at night Just trying to get it right (Need some patience, yeah) It’s hard to see with so many around You know I don’t like being stuck in a crowd (Could use some patience, yeah) And the streets don’t change but

By Cody Willard 19 Oct 2011

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Today’s must-see: Rebecca Diamond returns to interview Gerald Celente

My dear ex-co-anchor from my Fox days, Rebecca “Gogo” Diamond, sent me the link to her return to the news industry last night — a sit-down 15 minute one-on-one interview with the one and only Gerald Celente of the Trends Journal and one of the greatest futurists in the world. I

By Cody Willard 19 Oct 2011

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How I’m trading Apple now that it’s reported

Guys I might have guessed right about how both Apple and Intel were going to trade after reporting tonight, along with a few other calls like that lately, but let’s just all remember here that trying to game overnight reactions to individual reports like this can be treacherous. Tread

By Cody Willard 18 Oct 2011

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Invest and trade knowing it’s about the next 5000 days, not the next fifty days

With stocks recently selling off even on “good” earnings reports, I’m less than extremely bullish about the near-term as we get through the earnings season. More to the point though, now that Wall Street and the mainstream media have decided once again that somehow a bunch of corrupt officials

By Cody Willard 18 Oct 2011

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How I’m trading Apple into tonight’s earnings report and other quick shots

Here’s what I was reading and thinking about this morning when I wasn’t working on my upcoming series of articles called “Get GE and JP Morgan off welfare and we’ll talk about ending the Occupy Wall Street protests”.  The people at Occupy Wall Street are the capitalists,

By Cody Willard 18 Oct 2011

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Back in the saddle

Ridin’ into town alone by the light of the moon I’m looking for ole’ Sukie Jones, She crazy horse saloon Barkeep gimme a drink, That’s when she caught my eye She turned to give me a wink that’d make a grown man cry I’m back in

By Cody Willard 18 Oct 2011
New features on TradingWithCody.com and a free six month subscription to WallStreetAllStars.com

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New features on TradingWithCody.com and a free six month subscription to WallStreetAllStars.com

As noted earlier, I trimmed a few of my biggest positions and nibbled on some Goldman calls, and that was it for the trading day.  We’ll publish the quite illuminating chat transcript in two pieces later tonight so stay tuned for that.  There will be a dearth of trading

By Cody Willard 12 Oct 2011

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A few little tweaks to the portfolio (and don’t forget to meet me for today’s chat)

A few little tweaks to the portfolio this morning. (And don’t forget to meet me at http://tradingwithcody.com/chat at 2pm EST today for our weekly anything-goes Q&A). I’m doing mostly some trimming here, cutting back a little bit of our increasingly outsized long exposure,

By Cody Willard 12 Oct 2011

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Occupy Wall Street is extremely bullish long-term (not so much, near-term)

You raise up your head, And you ask, “Is this where it is ?” And somebody points to you and says “It’s his” And you says, “What’s mine ?” And somebody else says, “Where what is ?” And you say, “Oh my God Am I here all alone ?” But something is

By Cody Willard 12 Oct 2011
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