Three must-reads for earnings season

Here’s what I was reading and thinking about today when I wasn’t dreaming about getting a horse. I need a horse.

Earnings Reports Continue To Receive Applause – I mentioned in yesterday’s column that I was buying FFIV calls before their earnings report. The stock is  up $15 today and I’m locking in some of those profits, but as Jordan  notes — there’s probably more upside to come for those companies that  deliver like F5 did last night.

What’s Up? What’s Down? – David Merkel with an absolutely fascinating look at the top 50  inflationary items and the top 50 deflationary items in the PPI. And  more importantly, he comes away with some investment conclusions.  Fascinating stuff.

Best tech trades for earnings season – My favorite tech trader outlines some of the tech stocks, calls and  puts that he is buying in real-time right now.  Are you on the same side  he is with Google GOOG, Netflix NFLX, Apple AAPL and Riverbed RVBD into  their respective calls? Jay Somaney is a must-read every day for every  tech investor.

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  5. How to trade Apple into tonight’s earnings and other must-reads

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