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Will the relentless rally of 2019 ever relent? Certainly it will, but perhaps not until the bulls start feeling fully invested and the bears have capitulated. I’m not sure we’re quite at either point yet but I also wouldn’t jump all in and leverage up on the
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Markets, markets, markets! Will they ever pullback? Will the bulls’ fear of downside ever outweigh the fear of missing out? Yes, most certainly. But today might not be that day just yet. Here are a few questions to ponder about the stock market, if you’re so inclined: Does anybody
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Here’s the transcript from this week’s Live Q&A Chat, including discussions about NVDA, the budget impasse’s effect on the markets and The 5G Revolution. A couple trades to alert you about. I nibbled some AAOI this morning. I trimmed a little bit of my DELL
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What do you know, a down day in the markets in 2019? Who’da thunk stocks could go down? I’m doing a little nibbling in the hedge fund on some of the existing names in the portfolio, including Twitter, Verizon, Facebook, Google and Amazon. No rush, just nibbling and
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A few earnings updates and trades to alert you about. VIAV results were very strong, guidance looks pretty fine. 5G is the growth engine there and the stock remains cheap if the 5G growth continues to accelerate as I expect it will. I’m adding another tranche of this one
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Here’s the transcript from this week’s Live Q&A Chat, including topics like the ongoing crypto crash, what albums I’ve been listening to lately and what happens if the Fed cuts rates. Q. Cody are you surprised by the extent of this very positive start of
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The markets keep rallying, the bears keep pushing their shorts, the markets keep rallying, the longs keep trying to get back into what they sold in December, and the markets keep rallying. Is it time for a pause? Maybe it’s time for our poll. You can post your answer
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Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. I’ve broken the list into Longs and Shorts. I’ve further broken the list down in order of highest-rated to lowest-rated (I’m no
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Markets rallying again, like I said last night, expectations have been so low (and perhaps fear still so high?) that Apple’s just okay quarter is met with broad based buying. Apple up more than 5% specifically and up $20 from its post-warning day’s low back just three weeks
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My gosh, it’s been a wild month and two days. I woke my wife up at 4am on December 27 because Amaris wasn’t breathing quite right and she went into the hospital 170 miles away that day. She’s still in there and today they told it would
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Okay, we expect to get Amaris home in the next week or so and she’s doing much better all the time. I love snuggling her in her bed overnight as I’ve done several times, but I did have to get a chiropractor fix up today. I promise you
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Amaris is such a princess warrior and the doctors say we should be able to bring her back home next week. She’s off the ventilator and feeling much better. Here are most of the trades I’ve made lately in the hedge fund with a bit of commentary on
