All
Here’s the transcript to this week’s live video Q&A chat, organized by trends/markets/politics, then strategies and individual stocks. Subscriber: Thanks for all your writing these last number of years. You’re into revolutionary stocks, and also of course stocks that have great business models.
All
The markets are gyrating following a path of least resistance lower for now but I wouldn’t necessarily try to bet that these trends continue. On the one hand, the economy has been terrible for a month and is going to get even worse over the next two weeks as
All
Here’s the transcript to the wide, wide ranging discussion over video conference I had with the Trading With Cody community on Friday. I’ve organized the questions according to topic, starting with economy/markets (ie, corona-nomics), then strategy/trades and then specific stocks. Be sure to read the last
All
I’m going to riff on a bunch of related deep thoughts and than summarize them all up at the end with strategy and trading ideas. (Let’s do a Google talk tomorrow (Friday) at noon for this week’s Live Q&A Chat at 12pm ET. We’re
All
The economic underpinnings of our society are based on revenues generated from people doing things, consuming things and being together. We aren’t doing things, we aren’t consuming like we did a month ago and we certainly aren’t being together. The NBA is thinking about not paying player
All
Let’s get started early here. Ask me anything for the next hour. Q. Cody, if the USA turn out to be Italy or worse which is probable, I imagine the market will have a bid negative reaction to full hospitals and the terrible stories, no? A. Probably, but it
All
Another day, another big move in the markets. At least initially to the higher side. I’m sticking with the game plan, doing a little trimming and reshorting some indices to keep hedged. I’m writing up a bunch of analysis about what we should expect for the economy and
All
Up, no, now down! Wait, up and up more. Wait down, it’s a crash. It’s another crash. Wait, it’s a big rally! Can you tell the difference between the up and down days? Well, today brings us just exactly the kind of insane bounce of 10-30% in
All
We’re living through a crash. We might have just lived through a crash. But we might still be in the process of living through a crash. The markets hate confusion. The markets can’t discount future cash flows if nobody has any idea what future cash flows will look
All
Before the Kurzweil Rate of Change sped things up, here are the generally accepted definitions an economic recession vs. an economic depression: A recession is the contraction phase of the business cycle. The National Bureau of Economic Research (NBER) describes it this way: ‘A recession is a period of decline
All
These markets have been historically crazy for the last month. That’s just a fact. Here’s the transcript from this week’s Live Q&A Chat. Q. Some of our stocks are down below our original basis. Wouldn’t it be better for us to trade with the
All
It’s a strange new world we find ourselves in. Prayers for everybody affected by the Coronavirus, which at this point, is all of us. This is a human tragedy first. But my job… Look, the US and the whole world are already in a major recession. Revenues at companies
