First off, we will do this week’s chat tomorrow at 10:00am ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Also, as you might have noticed, we gave the website a big makeover this weekend, one of the changes being the addition of a calendar on the front page and in the chat […]
Gray Swans, Gold Outlook, TSLA’s AI, RIP Miel, And Much More
Here’s the transcript from today’s (quite short) live Q&A chat. And don’t forget to follow us on Twitter/X.com @TradingWithCody. Q. Looking ahead, what black swan events are more probable? China invasion of Taiwan, another bank fiasco, Russia dropping a nuke, global food shortage, critical water shortage, or others? A. I don’t think we get to […]
Are Money Markets Safe? FAANG (or is it MAAANN?), Gold, Real Estate, RKLB, UBER, and Much More
Here’s the transcript from today’s Q&A chat hosted live on YouTube. Big thanks to long-time subscriber @CabanaCrypto for taking the time to host this call! You can watch the full video using this link. And as always, make sure that you follow us on Twitter @TradingWithCody. Cabana Crypto: All right. All right. Good morning. Welcome […]
Housing Market, Tesla’s Near-Term Problems, Gold Hedge and More
Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Where and when do you think housing bottoms? Is it 1-2 years out – 10-20% lower from here, what are your thoughts feet to fire? A. That’s a good question. There’s still a shortage of a million or so homes in this […]
Latest Positions: Tesla, Space, Gold and Crypto (PLUS: See How ChatGPT Rewrites My Analysis)
Here is Part 1 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect […]
Real Estate Outlook, Space, Crypto, Gold Coins And More
Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Cody, is recession imminent for Europe and the US in the next few months? A. 30-40% chance for the US, 60-70% for Europe. Q. With home sales starting to show some signs of slowing in various markets, what’s your outlook on the […]
Economy And Markets Analysis: This Ain’t Goldilocks Anymore
The markets sure got ugly last week. While I continue to think that the biotech sector has some interesting opportunities that I’m working on and have started buying a couple new biotech names lately, I’m not in any rush to load up on stocks even as the pullback has kicked in during what has almost […]
Stock To Flow, Cryptos, Gold, Semi’s, Tesla And More
Here’s the transcript for this week’s Live Q&A Chat. Q. Hi Cody, about what percentage allocation are space stocks in your whole portfolio, and what’s the approximate weighting of RKLB, BKSY, RDW, SPCE to each other? Thanks. A. I don’t think it’s wise for me to tell you all how I personally allocate percentages in […]
Bitcoin Vs Gold (And Seeking A Rare Earth Metals Expert)
Year-to-date, which asset class is up the most: Gold or Bitcoin? Bitcoin’s up almost twice as much as gold. We’ve owned both all year and I’ve not trimmed them much yet, though I am trimming them a little bit this week. I’m always amazed at how often I make connections to other analysts and professional […]
A Vaccine Stock Strategy, The Future Of College, Bitcoin Better Than Gold, Etc
Here’s the transcript from this week’s Live Q&A including a couple trade alerts. Q. Cody, with the significant pull back in tech, should we start nibbling? I never nibble on a Friday on the way down but maybe start next week? Or let AAPL, et al report first? Thanks. A. Well, let me put it […]
