Here’s some of the most important articles and headlines for every investor and trader to be on top of.
With iPad Mini, Apple Continues to Sever Samsung Supply Ties and SanDisk Stock Downgraded To Sector Perform By RBC – I’m wondering if Sandisk is going to end up one of the prime beneficiaries of this Apple/Samsung break up. Wonder if people open up whatever products Apple AAPL -1.06% releases tomorrow and find Sandisk SNDK -0.88% inside. Stock would pop, I would guess. A trade there perhaps?
What’s your view? Take part in iPad mini poll and Analyst: Apple’s iPad Mini Will Dominate Holiday Season – Lots of hype and/or nay-saying about the new potential iPad Mino to come out tomorrow, but … Apple Sees Schools Buoying Tablet Lead With IPad in Class — the only thing that matters to long-term Apple investors is that Apple continues to build on its platform and locking consumers in forever. Another thought — what’s the hardest trade to make with Apple into the rollout after its huge sell off and then its 2% pop on Monday? Probably to buy more? If the hardest trade is usually the right one … hmm.
Investors Misled by Lightweight Interviews? — Yes, investors are mislead by lightweight interviews of executives and I can tell you from experience that executives will boycott your show and your bosses and producers will lean on you if you keep it real. Very little insight comes from public interviews.
Intel and the Markets and Earnings Reactions Skewed To The Downside - Two very insightful articles about the harsh earnings reactions so far this earnings season. Week one certainly went to the bears. Will this week follow suit?
British engineers create petrol from air and water and Company that made ‘petrol from air’ breakthrough would refuse investment from big oil – I love the fact that they recognize that getting in bed with big oil/big energy would kill the company’s technology eventually.
If These 5 People Who Tried Windows 8 Are Normal, Microsoft Has A Big Problem On Its Hands and Fresh Windows, but Where’s the Start Button? — I think the mew Windows 8 looks pretty darn cool, but I’m already leaving Android for good and probably I ain’t ever going back from Apple again.
Happy 2nd Birthday Windows Phone 7: This Is Your Life and Pre-Orders For AT&T Windows Phone 8 HTC And Nokia Handsets Begin At Best Buy – Why did Microsoft hype Windows 7 … how many consumers think Windows 8 is just another upgrade like Windows 7 was? Is Windows 8 really all that different anyway? Does anybody care? If a tree falls?
Stock Market Events That Mattered (Or Did They?) – Know your markets history.
The Supersonic Man (h/t Om Malik) — I could see the balloon’s ascent from my back porch and could almost make out Felix himself through the binoculars as he climbed. It was truly exhilarating.
Cody Willard writes Revolution Investing for MarketWatch and posts the trades from his personal account at TradingWithCody.com. At time of publication, Cody was net long Apple, Sandisk, Google. Follow Cody on Twitter at twitter.com/codywillard.