I’ve been being pulled in six different directions since I got back from our brief down time in Red River. Let’s do this week’s Live Q&A Chat in the Trading With Cody Chat Room at 9am ET tomorrow morning.

As for the markets, we should mention the Nasdaq’s off-putting reversal from new record levels in the morning. That’ll be sure to get some of the technical analysts screaming top. Which it could be, of course. But unlike last earnings season, this earnings season isn’t full of people yelling about how amazing earnings will be and how earnings will save the stock market. Trying to game the short-term moves of thousands of individual stocks at this moment isn’t something I want to be doing. I do have a few nibbles and probably a new name or two I’ll be adding this week and next, so stay tuned. Can’t force it!

Meanwhile, did you see the pop in GOOG and GOOGL Alphabet stock to new all-time highs? Ask any analyst and apparently they will now tell you that it was all about Google Alphabet’s investments and venture bets. (Google “Google Ventures” and you’ll see what I mean — there are thousands of news articles about Google Ventures’ impact on Alphabet’s quarterly report. Where have Trading With Cody subscribers heard that before? For the last two years, I’ve been explaining that, “Google’s ventures are also coming along. The self-driving car from Google, its Waymo venture is worth tens of billions of dollars in its own right. As are many of the ventures that they have. I like Google long term.” I wouldn’t chase Google shares today, as I do think there will be a better price and time to buy them at some point than the day they pop on their venture impact on earnings to new all-time highs. But Google remains a core Revolution Investing holding for the long-term. For now ;).

See you in the chat room bright and early tomorrow. Or email me your questions!