Here’s the transcript from this week’s Live Q&A Chat: Q. Someone has to ask (lol), so here it comes – top 5 buys/ratings at today’s prices? A. Top 5 stocks I’d nibble on right now are, in alphabetical order: Apple (AAPL), Crowdstrike (CRWD), Meta (META), Rocket Lab (RKLB), TransMedics (TMDX). Q. Regarding Tesla (TSLA): Full […]
Latest Positions: Bitcoin, Gold, Tesla, Uber, Rivian (And A Minor Trade Alert)
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 […]
I’m Seeing More To Sell Than Buy, Stocks Vs Bitcoin Vs Gold, Could Covid Be Bullish Long-Term, And More
Here’s the transcript from Friday’s video version of our Live Q&A chat. You can watch the video in its entirety here. Also, I’m supposed to do a Fox Business appearance from Ruidoso Monday around 10am or so. Cody: Hello everybody and welcome to another weekly Live Q&A chat for Trading With Cody. Look, market’s down […]
Empathy Again, SpaceX, Reasons The Market’s Flying, Stocks, Gold, Bitcoin and more
Here’s the transcript from this week’s Zoom Video version of our Live Q&A Chat. Click here (or on the picture below) to watch the transcript instead of reading it. Cody: Welcome to another episode of the Trading with Cody live Q&A chat over Zoom. Let’s jump in and to be completely frank, it’s been a tense […]
Recession vs Markets, Is it too late to hedge, What’s up with gold, and much more
Here’s the transcript from this week’s Live Q&A Chat. Be careful out there, but don’t panic. Q. Hey Cody, I agree with your overall take here but I think the concern for many is that it feels like covid 19 wont ebb and get solved or get over a hump for at least a few […]
Why aren’t economists/traders worried about COVID-19?, Bitcoin’s a real thing, Gold’s next move and much more
I had two main takeaways from the panel I hosted at the CFA Austin annual dinner where the topic was The US and China: When Two Global Economies Collide: Nobody on the panel seemed to be very concerned about COVID-19 and the potential longer-term market/economic ramifications that might come from it. Which makes me more […]
COVID 19, Stocks, Gold, Bitcoin (and Trade Alert: Trim some SPCE!)
Before we jump into the transcript from this week’s Live Q&A Chat, I’ll just mention that it’s not normal to buy a stock and have it go up 300% in three months. (TSLA) and (SPCE) are literally up 4x from their lows last year. You’ll note below that I’m trimming more SPCE here today. Meanwhile, the […]
Be cool, Update on the shorts and put hedges, No gold miners, Cannabis, WORK earnings, and more
Here’s the transcript from this week’s Live Q&A Chat. Be cool out there. Q. What’s your mindset on a down day like this? How do you manage the fear, do you get queasy? Are you staring at numbers? Getting your arms around the news? Deciding on buy/sell points? A. Two most important words for traders/investors: […]
Uber Tesla Taxis, Bezos bitcoin, Gold standard, Technology vs jobs, and more
Here’s part 1 of the transcript from this week’s Live Q&A Chat. Q. A lot going on domestically and abroad. Stocks went up as you anticipated and wondered if you have any intuition about where we go from here? Thanks. A. I think stocks could gyrate around these levels with a slight upward bias for […]
Trade Alert: MO no mo’, Moronicoin, Gronkoin, Tesla, Google and Gold
Here’s the transcript from this week’s Live Q&A Chat. I’m selling my Altria MO today, more details below. Q. Best guess. When are negative interest rates coming to US? Will that crash the stock market or blow bubble even bigger? A. If the negative interest rate infection comes to the US it will be because […]
Great Pyrenees cycles, Tesla earnings, Gold stocks and more
Here’s the transcript from this week’s Live Q&A Chat. Q. Cody. If Fed cut rate 50 points, should we be ready to scale in with some index puts? A. Frankly, I think it’s wise to scale into a few index puts before the next Fed announcement. Just to hedge a little bit while things feel […]