Stock picks, trading ideas and portfolio strategies from Wall Street's best traders, investors and pundits.
Here’s my take on the markets today, May 18, 2012. If you’d like to read more of my articles, click here. Credit gauges are mostly deteriorating again today. The 2Y Swap Spread is falling -2.4% to 35.75 bps. The France sovereign cds is down -1.6% to 217.34 bps. The Italian/German 10Y Yld Spread is falling [...]
Here’s the transcript of this week’s chat at TradingWithCody.com, a service not affiliated with MarketWatch. All right guys, ask me anything. Q. Any idea or explanation why some important AAPL suppliers have completely different behavior? QCOM,BRCM more or less are following AAPL (about -10% since their earnings report) and others ( SWKS and mostly CRUS [...]
We haven’t learned any lessons from the ethanol debacle. Subverting our food supply chain in search of energy is one of the dumbest trades of all time. So when I see headlines like this from the Denver Post, I fret: Fracking bidders top farmers at water auction By BRUCE FINLEY The Denver Post DENVER—Front Range farmers [...]
It just doesn’t matter !!! It just doesn’t matter that US economic data continues to improve It just doesn’t matter that housing in the US and related mortgage data is on the upswing It just doesn’t matter that earnings continue to better Wall Street consensus estimates It just doesn’t matter that Apple is about to [...]
I wrote the following on December 1st, 2009: -==-=-=-=-=-=-=-=–==–==-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- I like investing internationally, because of the diversification it offers, both in stocks and bonds. Or, think of it as a hedge. Will the American Experiment continue to prosper? We have come a long way from the Founding Fathers, and more than half of it is [...]
Cross-posted from TradingWithCody.com, a service not affiliated with MarketWatch. “Flip It.” It’s a concept that I created when I was learning to invest that is all about looking at the news, the trades, the analysis, and everything else completely upside down from what you’ve been taught. When the economy is rosy, and everybody thinks it’s [...]
Here’s my take on the markets today, May 16, 2012. If you’d like to read more of my articles, click here. Credit gauges are mostly deteriorating again today. The 2Y Swap Spread is falling -3.7% to 36.7 bps. The Spain sovereign cds is down -1.7% to 537.22 bps. The Italian/German 10Y Yld Spread is falling [...]
I wrote the following on November 21st, 2009: -===–==-=-=-=-=-=–=-==-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- Before I begin this evening, I would like to comment on my absence for the last week. I gave a talk on Friday to the Southeastern Actuaries Conference. I found myself behind the eight-ball, because of my many other projects, and so I had to block [...]
Here’s my take on the markets today, May 14, 2012. If you’d like to read more of my articles, click here. Credit gauges are deteriorating significantly today. The 2Y Swap Spread is surging +13.4% to 38.56 bps(+27.3% in 5 days). The FRA-OIS Spread is jumping +12.7% to 48.75 bps(+32.6% in 5 days). The 3M EUR/USD [...]
