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Focus on secular growth: Despite the Europe crisis, this tech stock has legs

Have you ever had those recurring dreams where you go to sleep and you can just feel that your mind is going to show you the same images again? The world is stuck in the euroTwilightZone, constantly replaying the cycle of relief/elation/anxiety/reality check in regards to every

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Today’s Revolution Investing links: Let the crash come and other must-reads

No changes to the portfolio this morning. I’ll have more thoughts and updates in a bit. But in the meantime, here’s what I was reading and thinking about when I wasn’t trying to get my mind to get my body to get over this chest cold that

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What the markets are missing about Europe’s crisis right now

Well it got pretty scary for the overinvested longs early this morning. The mainstream media is focused on the S&P downgrades of France and other Euro-zone countries but the real story is that the Greek bond “negotiations” on a “haircut” have broken down once again. The dudes

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Two new buys this morning

I am nibbling on some FFIV and STX this morning.  Here’s the analysis behind STX. You got the FFIV analysis on Tuesday. Just buying a little common on FFIV to get started and buying some March STX calls with strike prices right around the current quote. I’ve been

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Quick update and see you at the chat chat at 2pm

Goog, VIX and the Nasdaq up fractionally to start the day. Calm before a storm or peace before a rally or are we about to stabilize? I’m leaning increasingly towards expecting a break out rally next, but I’m not changing any positioning yet. Don’t forget we have a chat at 2pm EST at TradingWithCody.

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New tech stock pick for tomorrow

The first week of trading in 2012 has come and gone, and we’re all still here.  A couple good things happened in Europe, a couple bad things happened in Europe, a central banker profited from his policy decisions, and no one has any idea what’s going to happen

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Trade Updates

It’s a rally day and the markets are trying to kick out of their recent range by breaking to the upside it seems. For now. And that’s got the VIX down today. For now. Meanwhile, Google’s down fractionally after having started the day with a pop.  Technically

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I bought VIX calls, not puts

Well, I have to apologize for confusing you further when I tried to clarify. I wrote in the most recent post: We’re not going to be in these VIX options for more than a few weeks at most, so I expect the ETFs to track the VIX rather well

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Clarification and latest positions

Just a quick note of clarification for you guys regarding option trading the VIX. Some brokers don’t offer options on the VIX so you have to use the VIX-based ETFs like VXX or VXZ in that case. We’re not going to be in these VIX options for

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Two trades for this market

The weekend’s gone, just like that. And so is the new year and the holiday season. Just like that. And now the collective breath that had been held into new year, as I’d been looking for, is about to be let out. First, let’s hit on the

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Updates on two stocks

Happy Friday! Markets are mixed which means we’re still at the levels we were at in 1998, 2002, 2008, 2010 and 2011. Apple’s up today and it’s up a lot over that same time period though, see what I mean about why we need to focus on

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Doing the driving ourselves

Early going and the indices are back where we were to start the year. I could be referring to either 2011 or 2012 of course in this 1 year S&P chart: Or I could be referring to the fact that the markets are still flat from where they