The Cody Word

  • November 6, 2009 12:30 PM EST

    Tweeterfied: At the World Series, Fannie Mae and Goldman screw the taxpayer, Jay-Z's kneeling to Bilderberg, and more

    Tough week for main street as even the Federal Government admits the unemployment rate as they measure it hits double digits. Pretty good week for Wall Street, as the market taps DJIA 10k 35.0 (we've crossed it like 35 times on the way up or down in the last decade, right? It ain't 2.0 and it ain't 3.0, it's 35.0 then, IMHO). Anyway, here's some of what I was tweeting about this week. You can follow me at http://twitter.com/codywillard and you can sign up for my newsletter at http://revolutionewsletter.com. Have to admit, I’m VERY excited to go see the World Series at Yankee Stadium tonite. Despite my dread of ... read more

  • November 5, 2009

    The one bubble I see for sure: The Money Supply Bubble

    Are we in an "everything bubble"?  That is, are the recent huge rallies in gold, stocks, and most other asset classes in the world mostly mostly attributable to the type of blow-off top action you get when bubbles start to pop? I don’t know how many bubbles we’re living in right now, or even if we’ve even entered truly bubblicious territory or if we’re just on the way to bubble creating everywhere.  I do know this – the Fed/Treasury/White House/Congress have created a bubble in the money supply in this country.  ... read more

    Bubble 7 Comments

  • November 4, 2009

    Motorola and Apple: Compared, contrasted, updated

    I get asked constantly for my take on tech stocks, and it always surprises me that people ask me about Motorola as much as they ask me about Apple or Google. I got asked again yesterday by a fan who stopped by the Waldorf to watch Happy Hour in person what my latest take on Motorola is. You might recall that I wrote about Motorola, one of my few bullish pieces this year, a few months ago when the stock was at $6 and I compared it to Apple, which I also liked a lot in that article back when it was trading at $137. Let's ... read more

    Bubble 1 Comments

  • November 3, 2009

    Sell the Ford because it's already on welfare and it's still a balance sheet disaster

    I’ve been digging deep into Ford’s latest quarter and trying to understand why everybody’s so bullish on this company.  Let’s start simple – Ford’s market cap is $24 billion, as the market values its common stock at about that much.  Meanwhile, (gulp), the company’s sitting on $103 billion in debt.  I’m pretty sure that’s how much cash and debt they have, but I’m not sure anybody’s sure.  That’s because if you actually bother to read the company’s filings and transcripts you have to parse through ... read more

    Bubble 9 Comments

  • November 2, 2009

    Six reasons to be outraged about CIT

    Six very real reasons to be outraged about CIT (and Goldman and the Govt) and its role in the bailouts: Goldman lent CIT money and is guaranteed $1 billion payout from the bankruptcy and the Treasury/Fed never bothered to make sure the taxpayer became senior to Goldman even though we bailed them out with more money when they were even more desperate and could have dictated any terms we wanted. Goldman bet against the very company they’d just lent money to by buying what turned out to be worthless derivatives from ... read more

    Bubble 2 Comments

about this blog

  • Cody Willard is an anchor on the FOX Business Network. Willard is also the principal of an investment management company. He was a long-time featured columnist for the Financial Times and TheStreet.com as well as a regular featured economist and stock picker on CNBC's ''Kudlow & Company."

browse posts

most popular posts