Trade Alert: Adding more of this Wearables revolution stock

Check out the new “Cody’s List” page  on the new TradingWithCody site that tracks our Longs, Shorts and Watch Lists. (If you can’t log into the new site, just shoot us an email at support@tradingwithcody.com and we’ll get you set up immediately.) You’ll notice I’ve got a Biotech ETF and a Treasuries ETF on the Cody’s [...]

Trade Alert: Taking profits on half of my $GOOG call options

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Trim, tranche, ebb and flow. Keep it steady as she goes using the playbook we’ve developed of scaling into and out of Revolution Investments as we get opportunities over time. Back on December 18, I wrote: “I am buying a small first tranche of call options in GOOG, dated out into January 2016 with strike [...]

Energy, solar, bankruptcies and other theories

Don’t forget this week’s Live Q&A Chat with me at 2pm EST today at: https://twc.scutify.com/members/ Trying to game the next short-term move in oil and energy is probably a fool’s game, in part because there is no real consensus to bet against in a contrarian kind of way right now. There are too many opinions on [...]

Trade Alert: Betting on big trouble for this sector

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I’m on the road to Vancouver for a business meeting and I’ll be back Wedesday night. We’ll have this week’s Live Q&A Chat at 2pm EST on Thursday this week, instead of Wednesday. The fall out from crashed energy prices and the dislocating currency prices from Currency Wars are likely now the driver for the markets, the [...]

Financials in big trouble for 2015?

The #CurrencyWars are likely now the driver for the markets, the finanicals and perhaps geopolitics. I’m growing increasingly bearish on the financials again. Haven’t acted on it yet, still in homework phase, but methinks there are going to be some big TBTF banks on the wrong side of the currency dislocations we are seeing this week and [...]

Cody Kiss & Tell: Oil, bonds, earnings and more

Reminder: I’m very excited to tell you that we’ve finally launched the new TradingWithCody site at http://twc.scutify.com. We’re going to host our Live Q&A Chats at 2pm EST Wednesdays in our new Chat Room, http://twc.scutify.com/members. The new TWC site and chat room are much cleaner and faster and we are building it to our own specs. We are also [...]

Playbook for currency wars more important than ever

I often write about how we’re living in a time of escalating currency wars. The Swiss National Bank just used their counterweight trebuchet to launch a projectile into the currency markets as they announced that they will no longer peg their Swiss Franc to the Euro at a set rate. It’s not often you see a chart [...]

Energy crash’s impact on the economy, Fully updated SSYS analysis PLUS Trade Alert: Trimming more AMBA

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I’m going to trim another 10% of my Ambarella position after seeing it hit yet another all-time high this morning. The stock is down a little bit now on the day but I am going to go ahead and trim it down just a little bit more as it is one of my biggest positions [...]

Trade Alert: Scaling into two of my favorite tech stocks

Last week, I’d noted that I’d want to scale into $GOOG below $490 and into $SNDK below $90. We’re here. I’m following my playbook. I’m scaling into a 1/6th size tranche position in GOOG common stock. I’m scaling into a 1/5th size tranche position in SNDK common stock today too. We’ve owned both of these [...]

Markets, Apple, Google and the App Revolution redux

Markets a’ rocking and the ugly start to the year seems far in the rear-view mirror, just 1.75 trading days after it hit its lows. Off the races again? Or one more test towards DJIA 17k to come first? I’ve said the path of least resistance is likely range-bound around 17500 or so for the last [...]

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