Trading with Cody (Page 267)

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I’ll be wrong sometimes

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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Update on the Goldman trade

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

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Links for today

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.

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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Market update and time to lock in half the Akamai gains

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

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Chat Transcript: GLW, NFLX, BRCM, LPS, and lessons from Baseball

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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A few trading ideas and a portfolio update

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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Getting less bullish and less long even almost bearish for now

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

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Lessons from the Netflix

Good morning and welcome back to the coliseum, where the gladiators battle the machine. The markets are down and down with some aggression this morning and that comes as no surprise to me, per my notes here yesterday. I’ve trimmed down already and am likely to even add to

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Day wrap and Netflix results

What a wild ride this market has been all year. I just heard on the radio that this is the single largest point gain month in the history of the DJIA. And it’s only the 24th. We’ve hit new all time highs in the portfolios repeatedly as we

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Must-reads for today

Here’s what I was reading and thinking about when I wasn’t recovering from a weekend watching my 2.5 year old niece and dressing up as the Godfather (I dressed up in Armani and even had a baby Jesus doll with me, get it?) for a Halloween party

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Update on the Netflix trade

Netflix is up tonight. Trading earnings reports like this is very risky and more akin to gambling than investing. We’re up about 50% or so in three days on a tiny bit of capital that I threw at some out-of-the-money Netflix calls dated out into early

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