Here's the transcript from this week's Live Q&A Chat, which was light on questions. The Q&A is not like this when stocks are crushed and set up as a good buying opportunity. Another contrarian data point about the stock markets. Q. Cody: what’s your opinion on extraterrestrials and sequestered technology? Seems to be becoming a hot topic lately now that we are … [Read more...] about Alien Technology, Market Predictions, Bitcoin Party, Etc
Trade Alert: Snap And The Importance Of Valuations
What a quarterly earnings report from SNAP. What a move in all the big social media stocks. Let's look at some of our long-term SNAP analysis here along with some of our other history with social media and other tech stocks that have been so wildly outperforming this year and get a sense of why I always pay so much attention to valuations. I saw my old friend Jim Cramer … [Read more...] about Trade Alert: Snap And The Importance Of Valuations
The Long Arc Of Justice Will Come For The Markets And Everything Else Too
Last week, I held a Zoom call with my hedge fund partners since we can't get together for a retreat or anything fun like that during the Coronavirus Crisis. We talked about valuations comparing ZM to TSLA, what can make the markets go down, how 2020 is a lot like 1920 and other things. Here are some of the edited highlights. I'll send along another edited part of the call later … [Read more...] about The Long Arc Of Justice Will Come For The Markets And Everything Else Too
Social Censoring, Unlimited Energy, Math Weapons, Age Reversal And More
To clarify something from yesterday's Trade Alert, the stock symbol I've started nibbling on is FVAC. Here's the transcript from this week's Live Q&A Chat. Q. Should I be concerned that if Biden becomes President, he would back track some of the policies set in place by Trump's administration to bring back rare earth mining to the US? A. I don't think so. I don't … [Read more...] about Social Censoring, Unlimited Energy, Math Weapons, Age Reversal And More
Trade Alert: The Long-Awaited Rare Earth Long Idea
"I would not give my rotating field discovery for a thousand inventions, however valuable... A thousand years hence, the telephone and the motion picture camera may be obsolete, but the principle of the rotating magnetic field will remain a vital, living thing for all time to come." - Nikola Tesla I love me some Nikola Tesla quotes, ever since I've studied his biographies … [Read more...] about Trade Alert: The Long-Awaited Rare Earth Long Idea
Market Might Finally Be Ready To Throw A Hissy Fit For Stimulus
I like to focus on individual stock ideas, finding the most Revolutionary companies on the planet when their valuations are compelling. Frankly though, the results have long spoken for themselves as our 10-100+ baggers have continued to pile up. Perhaps our quietest 20-bagger ever is Solar Edge, which has been a volatile stock along since bought it at $14 per share four … [Read more...] about Market Might Finally Be Ready To Throw A Hissy Fit For Stimulus
The NFL And The Stock Market: Two Games Of Artificial Juice In 2020
For many years, decades even, I've written about how all the tax tricks targeted for giant corporations and rich investors, government subsidies and tax avoidance loopholes, market place protections, fiscal + monetary stimulus have created a Bubble-Blowing Bull Market environment that has long artificially juiced investor gains. Here's an example from October 20, … [Read more...] about The NFL And The Stock Market: Two Games Of Artificial Juice In 2020
Trade Alert: Trump Has Coronavirus; Covering Some Shorts
First off, I pray and hope the President and anybody else with the Coronavirus recovers fully with no suffering. How does this affect our positioning though? It doesn't. I've long explained that I don't think who the president is matters as much to the country's fundamentals or the stock market or the economy as most people do. The markets are down big today, but that only … [Read more...] about Trade Alert: Trump Has Coronavirus; Covering Some Shorts
Real Estate Outlook, Forest Fire Causes, The Gov in Alt-Energy, Tesla Earnings, Etc
Here's the transcript from this week's rather long Trading With Cody Chat. Q. Cody, what's your thoughts on real estate in general? I know different places are different, but in general, are we in a bubble similar to 2008, or at least getting there? A. It won't repeat, but the next real estate crash will rhyme with 2008's crash at some point. I don't think it'll implode … [Read more...] about Real Estate Outlook, Forest Fire Causes, The Gov in Alt-Energy, Tesla Earnings, Etc
Debate Impotence, Contested Election Risks and Market Analysis
The markets have put in a 5%ish bounce off the lows of last week when I'd turned less cautious and sent out a Trade Alert mentioning that it was time to start nibbling again. All of the stocks I'd mentioned last week are up since those lows with ROKU, SPOT, SPLK and NVDA in particular making big double digit bounces. This continues to be a volatile market though the tall … [Read more...] about Debate Impotence, Contested Election Risks and Market Analysis