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But, wait..they said Greece’s problems and therefore the entirety of the EU was fine. Less than a handful of trading days ago, here were the headlines, straight from last Tuesday’s “Must-reads” column right here on these pages: Rekindled Optimism In Europe – I’ve got Europe crisis fatigue.
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Today’s action is very much a reverse correlation of the recent action’s directions for most of the markets stocks. That is, the stocks that have run the most of late, like Sandisk and Goldman, both of which we were selling late last week, are down bigger than the
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It’s amazing how much you learn about the different content creation/content distribution strategies of the major players like Google, Yahoo, Microsoft and Comcast/GE, Disney, and the rest of them when you’re building a couple content creation/content distribution companies. In addition to running and adding all
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Good morning and welcome back to the football field, where it’s better to go for long drives with lots of first downs and not just throwing long bombs. The markets are giving back a full percentage point plus from the big gains last week and October looks destined to
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Good morning and welcome back to the garden where the apples sure look tasty. It’s a nice quiet morning, which, after yesterday’s 3% plus moves in the markets, is probably the best the bulls can hope for right now. I mean, there’s also that 20% move off
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Turns out that when the people in charge force a multi-trillion dollar wealth transfer from the public to the banks, that the bank stocks will go up a bunch. Oh, and the shorts will squeeze themselves silly, spiking stocks across the board, but not quite as much as the trillion
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Here’s what I was reading and thinking about when I wasn’t admiring the dreamy first snow falling on the Sacramento Mountains in New Mexico. Sure is pretty! The Dream Team of Investment Managers – David Merkel with an interesting take on some of the best managers in the profession.
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A couple points of clarification and a trade update. Yesterday I bought some GMCR calls because the stock had been crushed on fraud concerns (which will probably prove to be correct, if I had to guess), but on anticipation that their upcoming earnings report would be today and that it
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The bank investors around the world can breath a sigh of relief today knowing that the taxpayer in Europe (and the US!) will transfer another few trillion dollars from society to their balance sheets in the name of “saving the system”. And just like I’d written earlier this week
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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Guys, the day just slipped away from me. I’ve been trying to finish up those OccupyWallStreet posts with all my pictures, but it’s hard work uploading them all. Let’s get a lot of info into this post and I’ll be back later. First, I’ve raised
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What’s the best case scenario for the EU, the Euro, their sovereign debt problems and the banks who caused them? Is the best case scenario for each the same? Let’s dig in and talk about what should happen, what is happening, what’s likely to happen next and
