The Boys Are Back In Town
We're Back
Revolutions "Trump" The Short Term
Cody is running through the most important Revolutions happening right now, plus how they fit in with current near-term economic backdrop.
Tesla Partisanship (Or Not), Apple's Siri Delay, GTLB Pressure, And Much More
The Revolutions Change, But Revolution Investing Doesn't
Recession Chances, Fake Humanoid Robots, Moon Landings, And Much More
Trade Alert: Tariff Playbook (We've Been Here Before) + CRWD Trade
We're running through our playbook for the Trump Tariff Trade War 2.0.
We've Been Cautious, Now Let's Not Be Scared
Trading Like Gretzky, TSLA Crash, NVDA Earnings, Space Cell Phones, And Much More
Market timing, AI investments, Bitcoin allocation, and space theme stocks dominate this week's Q&A session. The recurring advice: use tranche trading, maintain investment discipline, and keep some cash available for opportunities.
Trade Alert: The Resurgence Of Fear
The Pattern Recognition (AI) Revolution Is Accelerating
Latest Positions
Where We'd Buy More Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.