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Cody Kiss & Tell: The Fire, The EU Crisis, Facebook Options, TBTF Banks and much more…

We came up with a new, more compelling title for these weekly Q&A Chat Transcripts, Cody Kiss & Tell. Here’s the transcript of the back and forth (via email this week because I couldn’t log on for the live chat) with subscribers from TradingWithCody.com. How

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Markets and EU analysis: The hardest trade right now?

Saving is a fine thing. Especially when your parents have done it for you. – Winston Churchill The markets are trying to rally this morning, but all eyes are still on the Euro crisis, in which the discussion seems to now finally be turning towards a currency debate, rather than a

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Still in a holding pattern

Communications are spotty here near the Little Bear fire. There are now more than 220 homes that have burned but my home is still indeed standing. Markets are up gently this morning and I am still in a holding pattern trading wise for now. I don’t know if I

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Updated analysis on the EU crisis and three of our weakest stocks

Neither snow nor rain nor heat nor gloom of night stays these couriers from the swift completion of their appointed rounds. Those are the words on the facade of the James Farley post office on 8th Avenue in Manhattan, derived from a Herodotus quote.  It’s an incredible building that

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Going to (try to) assess the damage

I think and hope you guys will understand that I’m going to head on into Ruidoso/Alto to assess the damage and see how bad the fire still is. The fire’s still totally out of control and is spreading into the main parts of town. Thousands of homes

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Stocks and forest fires: My weekend spent running from the Little Bear Fire

Friday afternoon at 5pm MST, my girlfriend and I woke up from a nap and saw a plume of smoke rising in the distance, near the peak of White Mountain in Ruidoso, NM. By 3:30am Saturday morning, as the 150 foot flames were barreling down the ridge closest to

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Trades for the week of June 4th through June 8th

Here are my trades for the week of June 4th thru June 8th: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price LNN – Lindsay Long Buy 6/4/2012 10:00am $53.94 CSCO – Cisco Long Buy 6/4/2012 10:00am $16.02 BRCM – Broadcom Long

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Market notes and trader’s question of the day

I, like the markets apparently, needed a morning to catch my breath. I was up into the early morning hours working and as you might have noticed, I’ve done a good bit of writing and trading in the first three days of the work week. Anyway, the markets are

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To love the Facebook hate

A few years ago I developed the Cody’s Inbox Hate-O-Meter which turned out to be an excellent contrarian indicator. One of the classic examples of its efficacy was back when I bought Apple common and calls at $7 a share when they had $8 per share in net cash

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Chat Transcript for June 6, 2012: Scenarios for Europe, Facebook’s platform/operating system and much more…

Here’s the transcript of today’s chat. See you next week at 2pm EST at http://tradingwithcody.com/chat for more Q&A where you can ask me anything. Hi guys, sorry I’m late. Let’s rock. Q. What percentage of your portfolio is long what percentage

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Why I’m the only idiot buying Facebook

This week I added two new stocks to the Revolution Investing portfolio, including the now much-maligned Facebook, FB. Because as I see it, the IPO was a raging success and because it was such a success, it has made investing in Facebook here much cheaper than it would have been

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Lessons from one of the times I nailed the market bottom

Here’s the second story about a market collapsing back when I was managing my hedge fund a few years ago. No other trades for me today. I’d just raised my first institutional funds, almost doubling the size of my hedge fund and (hopefully) opening the doors to other