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Apple’s biggest app supplier: Google

You won’t find Google on Apple’s list of its suppliers (it’s here in PDF form if you want to check).  But they should absolutely be there right between ‘Fujikura‘ and ‘Grand Upright TechnologyLtd.’, because Google is one of the most critical suppliers in the iOS ecosystem. And

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Trade Alert: Trade against the panic

So I finally take a couple days off and all hell breaks lose? It seems like the markets want to crash every time I happen to take a rare couple of days off. And last Thursday and Friday followed that strange pattern. When the markets were at their highs in

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Trades for the week of May 14th through May 18th

Here are my trades for the week of May 14th thru May 18th: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price LNN – Lindsay Corp. Long Buy 5/15/2012 1:22pm $61.17   Have a great weekend, everybody!

Cody’s Interview on WSJ Daily Wrap

This is Bill, Cody’s Chief Technology Officer.  While Cody is out on vacation, he asked me to publish his recent interview on the WSJ Daily Wrap radio broadcast. Click on the link below to listen to the interview: Cody on WSJ Daily Wrap.

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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,

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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