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If we’re going back to Web Boom 1.0 levels, it’s important to try and game out how the cycle is going to go. Some of the companies from Web Boom 1.0 are still around in wounded form. And some are booming: Amazon just reported a dynamite
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Do the markets drive the headlines or do the headlines drive the markets? And more to the point, what’s the outlook for the economy and the markets from here right now at these levels? Let’s dig in. On Squawkbox this morning, I saw an analyst I used to
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Apple’s down again this morning and I’m not liking the trading action in that stock much at all now. There’s a relentless selling pressure that’s weighing down on the stock and the stock’s faded $20 since the pop after earnings. In some sense, I think
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Here are my trades for the week of April 23rd thru April 27th: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price AAPL – Apple Long Buy 4/24/2012 9:30am $564.57 SLV – Silver Short Buy to Cover 4/24/2012 1:30pm $29.90 LYV
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The best way to get a macro view is to assimilate as much data as possible. I know oil traders who track the number of construction cranes sold worldwide as an input in their crude demand models. And sometimes the best data comes from companies that are leading indicators of
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Here’s what I wrote about FIO heading into its report: FIO’s another long-term bet that I plan to own for a long-time as long the market they are developing continues to grow and they continue to execute. This company is just so new and their product is still
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(Cue cheesy instrumental music and waterfall backgound) You ever stop? I mean, just step back and catch your breath? Or is every day at the market a battle? When I ran a hedge fund for five years, I never missed a market open or a market close (except one day
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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, let’s rock n roll. And by the way, if you want your profile picture to show
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I saw something recently that blew my mind and I need to share with you. A venture capitalist having to defend making a 31200%. In two years. Seriously, read this post from Ben Horowitz , Netscape founder Marc Andreeseen’s investing partner. They were seed investors in Instagram, recently sold for
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Good morning and welcome back. A couple quick hits here to start the day. I’m going to sell about 2/3 of my JNPR calls this morning for a double or so and hold onto the rest. The quarter was strong but guidance for next quarter was a bit
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Guys, Apple’s earnings report is up in about 25 minutes. The tension is tangible amongst tech traders and investors. I hope that you are not so leveraged to Apple and that you’ve been patient and that you sold some when it was above $600 as I repeatedly pleaded
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We got lucky on the Juniper pre-earnings gamble/trade and I’m glad we did it early this morning rather than missing it entirely by waiting til near the close…the company accidentally released earnings an hour before they were supposed to, which is after the market close. The stock