The Cody Word
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    May 2008

May 1, 2008 11:40 AM EDT

Flip It: Don't Cap Big Oil Earnings, Cap Big Politicians' Earnings!

As I asked repeatedly on Happy Hour last night -- if the politicians really want to provide some relief for the little guy at the gas pump, then why not permanently eliminate the tax at the gas pump. See how that works? 2 + 2 = 4. But nooo, the Republicans and Democrats in power have all these tricks they play to screw over you at home and make sure they line the pockets of the big guys. ... read more


May 1, 2008 03:34 PM EDT

Happy Hour Guest List for the 1st of May

Kevin Depew, Minyanville Robert Van Battenburg John Singer Fred Krupp Paul Murphy, Noah Resturaunt Group CEO E Bnjamin Skinner J. Justin Wilson Nathan Burton, Magician ... read more


May 1, 2008 04:28 PM EDT

The Big 3: Gisele, Ammo, and Buffett

1. Modeling Super Inflation 2. Have Gun, Will Buy Next Panic 3. Don't Short the Buffett Bubble Here's what I was thinking about today 1. Gisele earned $35 million last year according to Forbes. If she'd been paid in Euros, that'd same pay package would be worth $45 million. Inflation sucks, even for super models, huh? 2. We hit four month highs in the stock markets today, just a few ... read more


May 2, 2008 11:12 AM EDT

Using Short-Term Trading Cycles Within Long-Term Invesment Cycles

Sentiment is a hard thing to measure.  How do you quantify "bullishness"?  Sentiment, as defined by Webster, is an attitude, thought, or judgment prompted by feeling. And as anybody who's ever been in a stupid argument with a lover over who's done more for whom or who's done less to whom, then you know trying to count up and measure feelings is a fool's mission. Alas, sentiment matters when ... read more


May 2, 2008 02:32 PM EDT

Happy Hour Guest List for April 30th

Bear Grylls, Born Survivor Author, Iceland Air Kris Carr, Mixologist, Mint Julip Steve Grasso, Stuart Frankel John Lorber, Albrizzio sales Director, KY Derby Hats Alan Colmes "Hannity and Colmes" Co-Host, Fox News Channel ... read more


May 2, 2008 04:19 PM EDT

The Big 3: Top Tap Water, Bytes, Bars, and Google

1. Free Water for $8 2. Softee Bits Better Than Gold 3. Whoopi! Sell Google 1. I just want to remind everyone who thinks that oil at $120 a barrel is simply a function of supply and demand - This water is free, but you pay $8 a gallon at the bodega for it. People use their money in weird ways, including speculating on an oil bubble at the top, which I still think $120 just might be. 2. ... read more


May 5, 2008 12:01 PM EDT

Happy Hour guests for Cinco de Mayo

Stefani Greenfield, Scoop NYC Owner & Creative Dirmanda Hawk Cazadores and Corzo Tequilas Scott Rothbort Kinky Friedman, Independent Texas Eric Gioia, Democrat Jeffrey Frankey, Stuart Frankel President Jodi Watson, Chief Marketing Officer, Bag Borrow & Steal ... read more


May 5, 2008 02:47 PM EDT

Too Bad Yang Doesn't Have the Guts To Just Split Yahoo Into Three Companies and Be Done With It

Yahoo should just break itself up instead. This is a company that's had no direction since Semel stupidly decided it wasn't a tech company but should copy media company business models from last century. And today Softee walks away from the Yahoo deal. I'd expected this deal to get done, as I figured Softee would raise its bid. Which they did. But Yang et al, the same geniuses who can't seem ... read more


May 5, 2008 04:30 PM EDT

The Big 3: Death to the CB! Liars Liars Liars! Dreaming Large!

1. Death to all Central Banks! 2. Don't believe Wall Street's liars 3. Bill Gates and me: One degree of separation? Here's what I was dreaming about today: 1. Treasury Lending Facilities, intraday liquidity injections, mortgage contract nullifications, aggressive, even panicked rate cuts. You really think anybody can control all these moving pieces and generate positive results? ... read more


May 6, 2008 01:01 PM EDT

Visualize This: Nvidia a Good (But Risky!) Trade Into Earnings

Cisco's out after the bell today and it'll get all kinds of focus from the media and a lot of mainstream money managers. Rightly so, I suppose, given the company's worth five Yahoos, two and half Disneys, or about one Apple. In other words, it's a big company. Cisco calls are a good source of insight about the current spending trends in the telecom and technology industries, although CEO ... read more


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."

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