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Here’s what I’m reading and a little bit of Revolution Investing thinking about each topic today. On the Berkshire Hathaway Buyback – David Merkel with a very contrarian, almost bearish take on the first Berkshire (BRK-A) buyback. his usual incredibly insightful but pithy analysis, this time pointed at Buffett
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Here’s a link to the new book as a pdf. Here’s a link to it as a web page. And you can also find it at anytime right there on the main navigation bar at the top of TradingWithCody.com if you click on “100 Tech Stocks Book”
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Agent Brown: Perhaps we are asking the wrong questions. – The Matrix (1999) Good morning and welcome back to the matrix, where you need to be plugged in to fight but it’s best not to lose touch with the real world. The markets are indeed continuing yesterday’s rally, breaking
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There’s been a clear pattern, if you’ve been paying attention, of the markets rallying into the weekends and then again on Mondays when there’s been no “Europe Lehman moment”, only to sell off, usually to lower lows, during the middle of the week. It will be interesting
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Here’s a list of my positions in order of size from largest to smallest notional positions (which means that you give some weighting to options that gets bigger if the options get further in the money and that gets smaller ifthe options get further away from being in the
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It’s S’s over N’s to start off the week. Most traders seem relieved about whatever the latest wealth redistribution from the masses to the banking system that the powers that be in the EU have come up with. The Germans complain that they’re bailing out Greece,
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Couple quick notes. I’ve arranged a deal with WallStreetAllStars.com to get all of you guys subscribing to TradingWithCody.com a one month free trial to a Platinum Membership. And because I also negotiated a deal that they’ll give you two months every year free — the last month
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Here’s the transcript to this week’s “Stocks-Only” chat on TradingWithCody.com. See you next week back at TradingWithCody.com/chat where I’ll answer anything you ask me. Q: Hi Cody! Thanks for the profitable service! Does MS stand out in the graveyard that is the financial space?
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Here’s some of what I’m reading and thinking about today: Thinking About What Might Blow Up – David Merkel helped me make the decision to get out of my hedge fund entirely in late 2007 when the markets were topping. He predicted the US Credit Crisis and the current
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The wheels haven’t fallen off the cart, at least not yet this morning. The markets are up gently after rallying from a pretty ugly open. I’m not in any rush, but I do plan on buying some Cypress common stock this morning. Not calls, just common. Not rushing
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Terence Mann: Ray, people will come Ray. They’ll come to Iowa for reasons they can’t even fathom. They’ll turn up your driveway not knowing for sure why they’re doing it. They’ll arrive at your door as innocent as children, longing for the past. Of course,
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Here’s what I’m reading and thinking about this morning. 13 cents away from a problem – Bruce is one of the best financial bloggers on the planet, frankly, and I read him every day. He’s more bearish about China in the near-term than I am, but this post
