Cody Willard

All

Stagflation, Wall Of Anecdote, Trade Alert, Da Bears And More

Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, what do you think of states continuing unemployment benefits? There are many businesses in Florida that have ‘We Are Hiring’ signs out but cannot get enough workers. Are there any companies we should short due

All

How Many Bearish Anecdotes Before We Take Them Seriously?

Anecdotal evidence: “Evidence in the form of stories that people tell about what has happened to them. Example: ‘His conclusions are not supported by data; they are based only on anecdotal evidence.'” It’s important to not allow yourself to be confused by trying to extrapolate anecdotal evidence out

All

Biden’s Chip Plan, Building Shorts, Working Longs And More

Here is the transcript from this week’s Trading With Cody Live Q&A Chat. Q. In a call with CEOs, Biden doubled down on a $50 billion plan to invest in chips. Biden read from a letter from 23 senators and 42 House members backing his proposal for

All

Trade Alert: Beware The Frauds When The Tide Goes Out

Back like 15 years ago, I started a company called “TubeRevolution.com” which was a site where we filtered and organized all the Hollywood and/or other major copyrighted content on YouTube. I was approached by a friend who wanted me to meet a friend of his who owned another

All

Trade Alert: Be More Cautious As The Bubble’s Probably Popping

I often talk about that the main reason I write about my trades and investments is so that I can keep a record of my analysis over time. One of the best moves I ever made for my career as a hedge fund manager and pundit was when I turned

All

Who’s More Scared, Real Estate, Crypto Crashes, SPAChaustion And More

Here’s the transcript for this week’s Trading With Cody Live Q&A Chat. Q. Cody, what were the results of the recent who’s more scared poll? A. I didn’t get as many replies as usual, but it was an overwhelming consensus that the bulls are

All

Trade Alert: The Great Reset Ain’t Over

“I must caution you that you cannot live in the past. The 1971-72 season is now history and we must look toward the future. The past cannot change what is to come. The work that you do each and every day is the only true way to improve and prepare

All

Propped Up Corporations, Rare Trades, War Is Lame, Space On Hold And More

Here’s the transcript from this week’s Live Q&A Chat. Q. Regarding the New Green Deal… Do you agree that we are in a predominantly fascist world, where world governments are picking and choosing which companies have the best opportunity at success? Did Tesla and SpaceX not

All

Trade Alert: Crypto Stock Idea

What a week to be back. That open this morning was terribly ugly but it was over within the first fifteen minutes or so. I did a little nibbling in the hedge fund premarket and near the open, but I had no idea the bottom (at least the short-term bottom

All

Invest Like Rick Rubin Does Music, Dennis Rodman Hoops, A Kite Flies

I’m recharged and reset after a week of not writing and not analyzing though my brain was still in Deep Thought mode. I even found the time to watch the Beastie Boy documentary on Apple TV+, which led me to run down the Rick Ruben rabbit hole. Rick Ruben

All

Latest Positions Part 4: Content, Genes and Shorts

I’m taking the next week off from writing as I finish up my Great Reset although if something crazy happens in the markets, I’ll send something out. Otherwise, I hope you all have a great weekend. I leave you with a picture of our 1 year-old Great Pyrenees

All

Taxing The Rich, Resetting, EV Self Driving, GLD, Crowdfunding And More

Here’s this week’s Trading With Cody Live Q&A Chat. Q. Cody, what do you think are the chances Bidens cap gain proposal passes? If it does, what do you see as net effect on the markets? Do you encourage selling or discourage selling to avoid realizing