Here’s the transcript from today’s live Q&A chat. Q. Who’s more scared right now? Bulls or bears? A. Let’s put this question at the top of the chat transcript when we send it out. Let us know who you think is more scared right now by sending us an email at support@tradingwithcody.com or send us […]
War With China?, Pot Stocks, Tesla’s Dojo, Semi Shift, Baby Mini Bull And More
Here’s the transcript from today’s live Q&A chat. Q. Are you positioning or thinking about positioning for a war with China in the next 5 years? Obviously, we talk about onshoring, but any other investments right now that you can think of to be prepared for that? A. I’m always concerned about a war with […]
BRICS Thoughts, INTC Update, Disney, WBA, And Much More
Here’s the transcript from today’s live Q&A chat. And don’t forget to follow us on Twitter/X.com @TradingWithCody. Q. What do you know/think about BRICS and how much of a threat is it to the US Dollar? A. Brazil, Russia, India, China, and South Africa (aka BRICS) is not even close to being a single unified […]
Trade Alert: Be Cool
First off, we will do this week’s chat at our usual time — today (Wednesday, September 6) at 3pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Ugly day in the market, in large part because the ISM came in stronger at above 54 vs a 52 expectation. This is not the […]
Latest Positions: The Trillion Dollar Club, Energy Revolution, and Reshoring Revolution
Here is a Part 3 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found […]
Latest Positions: Semiconductors, Our Last Cloud Stock, And Meta
Here is Part 2 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a […]
More Market Purgatory, Bitcoin, UBER, HOOD, And Much More
Here’s the transcript from today’s live Q&A chat. And don’t forget to follow us on Twitter/X.com @TradingWithCody. Q. Do you think this rally is short-lived and things are probably headed lower? Or are you dip buying? A. I still think the market is a bit in purgatory status where it can rally 3-5% or it […]
Latest Positions: Bitcoin, Gold, Tesla, Uber, Rivian (And A Minor Trade Alert)
First off, we will do this week’s chat tomorrow at 10:00am ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Also, as you might have noticed, we gave the website a big makeover this weekend, one of the changes being the addition of a calendar on the front page and in the chat […]
Gray Swans, Gold Outlook, TSLA’s AI, RIP Miel, And Much More
Here’s the transcript from today’s (quite short) live Q&A chat. And don’t forget to follow us on Twitter/X.com @TradingWithCody. Q. Looking ahead, what black swan events are more probable? China invasion of Taiwan, another bank fiasco, Russia dropping a nuke, global food shortage, critical water shortage, or others? A. I don’t think we get to […]
Where I’d Buy More Of Each Of Our Longs
With markets in a downturn here, some of our stocks are getting more attractive as buys again — and some are at levels we have been adding to here as noted in yesterday’s chat. Here’s a list of all our longs in order of when we initially bought them with links to when I first […]
