Trading with Cody (Page 259)

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Two option trades for Txgiving week

It’s Thanksgiving week and that’s reason enough to not be pushing it too hard, but given how much cash we raised near the highs and with the crushing the markets have taken again today, there’s a trade or two that I’m doing from my smartphone as

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Macro, markets and see you next week

As I’d noted last week as the European Central Bank blinked and the spreads on bonds in the E.U. blew out, there were a whole lot of new developments that had me finally turning cautious and selling down all of our financial long positions along with a tech

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Some clarifications and more analysis about the EU debt “crisis”

Quick note because I hear people in the restaurant and see people on TradingWithCody.com’s chat explaining that Germany and the EU “have no other choice” but more bailouts and that such bailouts and ongoing rumors of new bailouts in Europe (and here too, by the way) will be

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My latest positions

It looks like the markets are granting traders a bit of reprieve to end this week and head into Thanksgiving week. Flattish trading today, after the 5% or so sell off from where we were to close out last week. Most of our positions are flattish today too and after

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Market note

I’ve been on the road since 5am New Mexico time and just got to Florida for a wedding this weekend. The markets are obviously tanked again today and you guys know I’m not exactly shocked about that. Headline: Dow suffers 200-point slide Dow industrials down as much as

Today’s chat: LOGM, FIO, NUAN, Europe, and more

Here’s the transcript of today’s chat. We broke the questions and answers down into two sections as usual — Economy/markets/trading/strategy and Stocks. See you next week at 2pm EST at http://tradingwithcody.com/chat for more Q&A where you can ask me anything. Economy/

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Market notes and chat at 2pm EST

Good morning and don’t forget to meet me at 2pm EST for this week’s chat at http://tradingwithcody.com/chat.Meantime, markets are down a bit but we’ve got several longs up big today. Fio’s broken past $40 and it sure feels like a stock that’

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Full analysis: Time to take the Occupy Movements and the EU/Euro collapse seriously

Over the last couple weeks, I have laid out the facts of what the people at the Occupy Movements are fighting — put simply get JP Morgan and GE completely off of welfare — and how the Occupy Movements are likely to start hitting the stock markets and/or get blamed for

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The Power of Doctor Octopus: On Fusion-IO and Marvell

“The only lights I’ve seen so far are fireflies” – Spiderman Well, well, well, things have gotten very interesting as the day has worn on, haven’t they? FIO, for example, is up nearly 15% intraday and I continue to think that is looking like a very good long-term play

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Not to fade away: Near-term and long-term thoughts

I seem to recognize your face Haunting familiar here I can’t seem to place it Can I find a candle of thought to light your name Lifetimes are catchin’ on with me — Pearl Jam It’s fun to look at a grouping of recent headlines trying to explain the

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Today’s links: Banks, crimes, frauds, GDP and how it all relates to your investment approach

Here’s what I was reading and thinking about when I wasn’t sipping the only kind of coffee I really like — a double espresso with a little bit of steamed milk. Mud, I guess. A 21st-century version of cowboy coffee. Italian cup of Jo’. Okay, I’ll get on

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MERS is doomed and how to trade that concept

Here’s a very important explanation of why MERS (and therefor the administrator of MERS, our LPS short) is in so much trouble and why there is pretty much no solution that’s pretty for MERS, LPS or any of the TBTF banks who once again stupidly gambled on a

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