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The Great Trade War of the 21st Century is just about the only thing that matters to the markets right now. And even though I always try to look past the headlines (and try to anticipate them before they happen), the fact is that the market is right to be
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I’d mentioned a couple weeks ago that my hedge fund is going to do some tiny investments in early-stage private startups to help create a diversified portfolio and am getting started doing so on Republic, a crowdfunding platform built from the ground up to be SEC-compliant. Thirteen
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Here’s the transcript from this week’s Live Q&A Chat. Q. We’ve been quite optimistic in May buying some May call options on favourite stocks, as you recommended. Now it is upside down and one of the worst May’s in years. Any comments? Sell in
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Morning all. We’ll do this week’s Live Q&A Chat at 2pm ET today in the TWC Chat Room or just email us your question to support@tradingwithcody.com. For the first time since the hedge fund launched, I took a day off — and not just one,
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Whipsaws and fear are prevalent in the market today. I did a little nibbling on QCOM. Yes, the company has been anti-competitive, but most of what the judge was upset about is exactly what Qualcomm’s new deal with Apple addressed. Meanwhile, this remains a very cheap stock, trading
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Here’s the transcript from this week’s Live Q&A Chat including discussion on the Tesla, who might dominate 5G and who will be affected by the Huawei ban. Q. Thanks for your missive on the Tech Cold War. Not sure why the flip in Trump’s decision
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With the banning of Huawei, The Great Trade War of the 21st Century has gone from being mostly a distraction for the markets to perhaps something more ominous. Or maybe not. Trump’s tariffs haven’t really mattered much to the markets or the economy, as I’ve predicted from
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My new hedge fund is going to be concentrated mostly in publicly-traded equites with a little bit of cryptocurrencies and even some investments in early-stage private startups to create a diversified portfolio. I plan to make my early-stage private startup investments via Republic, the first and only
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My new hedge fund is going to be concentrated mostly in publicly-traded equites with a little bit of cryptocurrencies and even some investments in some crowdfunded start ups. I’ll be buying crowdfunding assets starting on Republic.co, the first and only crowdfunding platform built from the ground up
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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. Can I just say, sometimes I feel a lot of pressure to deliver. I do my best guys, but I will make mistakes and be
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Here’s the transcript from this week’s Live Q&A Chat including discussion on what to look for in a down market, the trade war and Uber. Q. Hi Cody, Thank you for providing awesome service. What are your views on trade war? Can it became full blown
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I’m doing a little more buying today and rebalancing the portfolio too. I’m also adding a new name and I’m going to get cut one name to do so from the portfolio to do so. I’m letting go of Intel here. The company’s guidance for
