Apple and why the market doesn’t matter

June 19, 2013 By Leave a Comment

I get asked almost every day, especially on Twitter these days, what my latest outlook for the broader stock market is and whether I still believe in some of my biggest winners of the last decade, like Sandisk, Apple, or Google. I also get attacked on Twitter on occasion, but I’ve got thick skin at this point and I [...]

Filed Under: All-Star Originals, Economy, Markets, Stocks

My Gut Feeling for Today, June 19, 2013

June 19, 2013 By Leave a Comment
crystalball

As I mentioned when last I wrote, I was taking a personal day on Friday. That day; or shall I say a few hours was reserved for some minor foot surgery. From beginning to end, I was out for two hours but the nurses were not only kind enough to have CNBC on when I [...]

Filed Under: All-Star Originals, Federal Reserve (FOMC), International, Markets, My Gut Feeling Tagged With: ,

Forced to play the game till the next crash

June 17, 2013 By Leave a Comment

The cross currents in the markets and the economy and especially in the political world are swarming faster than ever. As always, it’s crucial to step back and get some perspective on what is dominating the headlines. Deciphering what matters from hype is one of the most important keys to staying in front of the [...]

Filed Under: All-Star Originals, Economy, Markets, Portfolio strategies, Stocks

Gary Smith’s Market Take

June 17, 2013 By Leave a Comment

Here’s my take on the markets today, June 17th, 2013. If you’d like to read more of my articles, click here. Credit gauges are mixed today. The 3M EUR/USD Cross-Currency Basis Swap is gaining +2.1% to -11.75 bps. The 2Y Swap Spread is falling -3.9% to 15.85 bps. The European Investment Grade CDS Index is [...]

Filed Under: All-Star Originals, Biotech, China, Commodities, Dividends, Earnings, Economy, Euro Zone, Federal Reserve (FOMC), Financials, Germany, Homebuilders, International, Japan, Markets, Materials, Politics, Polls, Portfolio strategies, Precious Metals, REITs, Retail / Consumer Discretionary, Stocks, Tech, Technical Analysis, Transportation

Indicator Update: Will the Fed Change Course?

June 16, 2013 By Leave a Comment

After weeks of speculation based upon speeches, newspaper columns, and pundit pontification we will finally have some hard information. Maybe. The two-day FOMC meeting will include not only the regular announcement of the decision, but also revised economic forecasts and a press conference by Chairman Bernanke. Everyone will be watching for any hints of a [...]

Filed Under: All-Star Originals, Economy, ETFs, Federal Reserve (FOMC), Markets

Timing the market top

June 13, 2013 By Leave a Comment

Here are the “Best of” from this week’s TradingWithCody’s Live Q&A Chat which I opened up to my Marketwatch readers and in which I got a ton of questions from you guys. Q. Nice bubble piece on Marketwatch today, Cody. How do you explain the recent pickup in volatility? A. As markets get toppy and [...]

Filed Under: All-Star Originals, Economy, Markets, Portfolio strategies, Stocks

How to know it’s a stock market bubble

June 12, 2013 By Leave a Comment

Don’t forget this week’s Live Q&A Chat at 2pm EST at TradingWithCody.com/chat. I’m opening up this week’s chat for free to all my Marketwatch readers this week. Be there or be square. Speaking of being square, I don’t think the action in the gold and silver markets is “squaring” with the reality of actual prices [...]

Filed Under: All-Star Originals, Earnings, Economy, Markets, Portfolio strategies, Stocks

Gary Smith’s Market Take

June 11, 2013 By Leave a Comment

Here’s my take on the markets today, June 11th, 2013. If you’d like to read more of my articles, click here. Credit gauges are deteriorating meaningfully today. The 3M EUR/USD Cross-Currency Basis Swap is falling -2.3% to -12.75 bps. The European Investment Grade CDS Index is gaining +4.7% to 111.4 bps(+7.2% in 5 days). The [...]

Filed Under: All-Star Originals, China, Commodities, Dividends, Earnings, Economy, Euro Zone, Federal Reserve (FOMC), Financials, Homebuilders, Industrials, International, Japan, Markets, Materials, Polls, Portfolio strategies, Precious Metals, Stocks, Tech, Technical Analysis, Transportation

It’s time to panic about Treasurys

June 10, 2013 By Leave a Comment

Facebook’s popping and I’m sitting tight on it for now. A sellside analyst upgraded the stock and his report sounded almost as if he’s been reading Revolution Investing because it outlined many of our reasons for being long this stock. Those reasons, according to Jordan Rohan at Stifel Nikolas, whom I’ve known for many years, [...]

Filed Under: All-Star Originals, Economy, Markets, Portfolio strategies, Stocks

Gary Smith’s Market Take

June 7, 2013 By Leave a Comment

Here’s my take on the markets today, June 8th, 2013. If you’d like to read more of my articles, click here. Credit gauges are mixed today. The 3M EUR/USD Cross-Currency Basis Swap is rising +1.6% to -12.6 bps. The North America Investment Grade CDS Index is falling -2.8% to 81.52 bps. The European Investment Grade [...]

Filed Under: All-Star Originals, China, Commodities, Dividends, Earnings, Economy, ETFs, Euro Zone, Federal Reserve (FOMC), Financials, Germany, International, Markets, Materials, Politics, Polls, Portfolio strategies, Precious Metals, REITs, Stocks, Tech, Technical Analysis, Transportation