This is the historical record of all posts Cody Willard has published.

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Economic idiots, the markets and opening thoughts

Good morning and welcome back to the hotel, where you better remember to check out in time. I just ran into Christina Romer, former chief economist for the latest Republican/Democrat Regime puppet president, who used to come on my show. She remembered me and that made me happy if

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Nothing to help you but your hands and your own head: My latest positions

“I also know how important it is in life not necessarily to be strong, but to feel strong. To measure yourself at least once. To find yourself at least once in the most ancient of human conditions. Facing the blind death storm alone, with nothing to help you but your

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Unemployment and stocks are not correlated at all

Well, unemployment is now only 15% higher than where Bush and Obama promised us it would go if they didn’t start the banking bailout bonanza that has taken the world by storm in 2008. Remember that? Both parties promised that unemployment would go close to 9% if they didn’

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Today’s links: Idiots from Harvard, Idiots from JP Morgan and other stuff

Here’s what I was thinking and reading about when I wasn’t worrying about my dog’s seemingly sudden weight problem. Out of the blue the other day, my mom told me, “He’s fat”. I blame the hot dogs that some nameless friends of mine have been sneaking

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Garage mechanic market and another update on the AMR trade

Good morning and welcome back to the garage, where you better know and trust your mechanic, or he might have stolen your engine by the time you go back to get your car, a la MF Global. The markets are having a hard time extending the gains that they ended

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Who’s more scared right now, the bulls or the bears?

What a rally. Big 4% up day in the markets, and our tech longs/calls were juiced today. And I hate to be the bearer of bad thoughts, but remember earlier this week how I pointed out that “dislocating markets” aren’t necessarily a bullish thing?Anyway, here’s my

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Headlines and don’t forget today’s chat at 2pm EST

Here’s what I was reading and thinking about today when I wasn’t watching the sun rise over the Capitan mountains from my new home in the mountains of southeastern New Mexico. A Large Middle Class Isn’t Necessarily Normal – My old friend and mentor, David Merkel, with a

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Analysis and trading updates: Central Banks take coordinated action

It’s another day at the racetrack and the ponies are a’running. The US Federal Reserve has explicitly come out this morning in favor of redistributing hundreds of billions of more dollars from the working taxpayer to the corrupt banks in Europe, and that, along with some other socialist/

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Revolution Investing and a trading update for Corning

The whole point of Revolution Investing is to help you pinpoint when there really is risk and to avoid panicking when there’s not. I’m again warning readers that the tech stock market bubble that I’d been looking to really take off next year is no longer as

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A couple position updates

Couple housekeeping notes. Corning’s down 10% this morning after announcing that the quarter’s not coming in as planned, mostly because of a big order cancellation. I’m working on this one right now and will have more analysis and a playbook for us in a bit on this

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Morning and a very risky short-term trade

A few years ago on Kudlow & Co, I took my always very-bearish position on a discussion/debate/argument the investment merits of the airline companies. My point was then and still is that the government welfare/subsidy business model employed by the industry always has been and always will

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Market wrap and see you at the Superbowl of Indexing in Phoenix next week

The strangest part of today’s market action — how little the markets moved intraday once they had opened up 3% across the board. Most days with a move of that magnitude entails some wild intraday swings too, but today once we opened, we just flatlined near the day’s highs.

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