This is the historical record of all posts Cody Willard has published since 2010. It is open to the public.
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Last week, I read a fascinating report predicting that Internet traffic would quadruple between now and 2015 which got a lot of press — 286 hits on the topic in Google News right now: Cisco Predicts 15 Billion Network Devices in 2015 PCWorld – Grant Gross – 4 days ago Internet traffic will
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Okay, into the close we go and it’s gotten uglier, softer, fadier…but it’s not really a full-blown meltdown. I did step up just now and buy some Adtran near $40 a share. That’s it for the day and for the week though. I’m gonna go
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It’s been a long short week, if you know what I mean. The markets overall are soft and seem to be getting softer. It wouldn’t shock me to see a meltdown into the close, perhaps another 50 or 100 points lower on the DJIA. Not that we can
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Heard about today’s jobs report and how important it supposedly is for your portfolio? Let’s see the headlines: Job growth anemic in May • Stalled economy? Nothing to be done (First Take) | Jobs worse than worst estimates: Johnson As good, flexible traders we should take this new macroeconomic data
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The trading day just flew by today, as I was working on these silver and gold and other charts and analysis and getting that information out to you guys. Only the silver trades for me today. It was N’s over Ss, meaning that the Nasdaq was stronger (in this
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Let’s update our stance, remind you of our positioning and talk about what I expect next for our silver and gold positions. To review, when silver started “dislocating” (see this, this and this) a few weeks ago, it was a flag in my playbook to start building a short
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After yesterday’s aggressive sell off, with the DJIA closing near its lows of the day and down more than 200, a steady open like today is probably a victory for the bulls. But then again, there’s still a lot of trading action to go today and it wouldn’
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We were in the green on six positions today…each and every one of our shorts made us money on the day and each and every one of our longs lost us money on the day. That’s why we hedge, that’s why we have both longs and shorts
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I read a lot of analyst notes every morning as I prepare for my day, and I have been for years, and every once in a while, you really makes you think. Such was the case last night as I sat down and read Bernstein’s most recent note on
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It’s gotten ugly out there as the day has traded on, and it’s not getting prettier. Celestica and Nuance are both down over 2% on the day and most of the stocks are down about 1%. It’s a broad sell off, and that’s part of the
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This morning’s action is almost exactly the flipside of yesterday morning’s action — we’ve got bad breadth with two-to-one decliners and a slightly down open. Most of the mainstream media outlets are focused on trying to game the end of QE2, which they have decided is the most