The reason Germany’s not actually demanding their gold back

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Let’s start today off with a Chart of the Day to put some perspective on why I have been saying there’s no fear and no pain in the markets yet, despite the recent and ongoing pullback.

: Scutify/Cody Willard; What pain?

There’s a lot to hit on today, so let’s jump right in and lay out our vision.

Where the *Bleep* Is Germany’s Gold? and Gold Daily and Silver Weekly Charts – Signs of the Times — Most gold bugs and many other folks out there are aware that Germany’s government requested 1,500 tons of gold back from the Federal Reserve’s vaults and was basically told to buzz off. That leads me to our Trader’s Deep Thought of the Day: The reason Germany just “allows” the Fed TO NOT return Germany’s 1,500 tons of gold is because that’s “only” $72 billion worth of value, a small fraction of what Germany and Deutsche Bank get/got in the bailouts. Read for yourself here. $GLD

I remain a buyer of gold coins anytime it gets near $1,200/ounce, regardless of what the Fed and Germany and DB and the Comex and J.P. Morgan, et al are up to.

RadioShack’s ads make a promise its stores can’t keep — Darn it all, if RadioShack RSH +1.13% closes 500 stores, where will I get my TRS-80 serviced? Can Best Buy avoid this same fate in five years’ time? I wonder sometimes, but haven’t shorted it yet.

BrianGallo making some very interesting points about Twitter: “Basically I think $GS and the Big Institutions holding Twitter do not let it break down. Not hard, small float. Sub-$60 is the new breaking syndicate. $FB is better and cheaper yes, but $TWTR is hotter & smaller float.”

My take is different in Why we own Facebook and not Twitter — If there’s going to be an AOL or a MySpace of the 21st century, I expect its going to be a company like Twitter.

Bitcoin trading heats up a block away from the New York Stock Exchange — Bitcoin is everywhere, even literally on Wall Street! I’m still a holder of some bitcoins that I bought much lower. The bitcoin, a “too volatile a currency” sure has stabilized of late, eh?

Android vs. iOS 7: Google Dominated Apple in 2013 — Google and Apple are big positions that I’ve owned for many years, but here’s your Investor’s Deep Thought of the Day: Google GOOG +0.81% earned $43/share this year. Apple AAPL -0.50% earned $43/share this year. Yet one stock trades at 3x the multiple of the other one. Apple still has a bigger market cap though. $TWTR

Cody Willard writes Revolution Investing for MarketWatch, posts the trades from his personal account at TradingWithCody.com, which is not affiliated with MarketWatch, and is the largest shareholder in Scutify‘s parent company, Wall Street All-Stars. At time of publication, Cody was net long gold coins, Apple, Sandisk, Google and Facebook. Follow Cody on Twitter at twitter.com/codywillard.

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Cody Willard

Founder, CEO & Chairman at Wall Street All-Stars, LLC

Cody Willard is the founder of Wall Street All-Stars and the principal of CL Willard Capital. Cody serves as an adjunct professor at Seton Hall University and writes TradingWithCody.com. He was an anchor on the Fox Business Network, where he was the co-host of the long-time #1-rated show on the network, Fox Business Happy Hour. He wrote a monthly investment column for The Financial Times as well as columns for TheStreet.com and was a regular guest on CNBC’s Kudlow & Company from 2004 to 2006. Cody’s stock picking ideas and economic outlooks have been featured on NBC’s The Tonight Show with Jay Leno, ABC’s 20/20, CBS Evening News, CNBC’s SquawkBox, Jon Stewart’s The Daily Show, as well as in the Financial Times, Wall Street Journal, New York Times, and many other outlets.