Here's the transcript from this week's Trading With Cody Live Q&A chat. Q. Did I miss the video where you talk about bitcoin and cryptos with the CEO of Immersed? There wasn't an attachment or link in my email. A Here's the link. Sorry: EASY-TO-UNDERSTAND Explanations of Bitcoin Q. The metaverse is a great investment theme. Have you looked into any crypto … [Read more...] about My Crypto Video, Metaverse Opportunities, And Lots Of Stocks
CodyCoin, SpaceCoin, The AntiCryptoCoin & Other Cryptocurrency Commentary
According to Coinmarket.com, the total market value of all 11,899 cryptos in existence is $2.8 trillion or just about exactly 10% of the US GDP for 2020 and almost 4% of the entire global GDP. Bitcoin and Ether account for about half of the total market value of cryptos. The only countries that have a GDP that's bigger than $2.8 trillion (the market value of all final goods and … [Read more...] about CodyCoin, SpaceCoin, The AntiCryptoCoin & Other Cryptocurrency Commentary
Trade Alert: The Only Streamer Focused on Sports
I often wonder if we are foolish to bother talking about the broader markets. Perhaps, the best reason to discuss broader markets is only in the context of how the market is treating individual stocks in specific sectors -- and even then, most of the time, it's mostly a waste of time to talk broader markets. That said, the markets are a collection of individual stocks and I do … [Read more...] about Trade Alert: The Only Streamer Focused on Sports
Conducting Our Semis, RKLB Boom, Interest On Cryptos And More
Here's the transcript from this week's Trading With Cody Live Q&A Chat. Q. Hi Cody, I'm hoping all is well. From your recent communications it seems you are in camp of earning are rising which support current bublicious prices? Sept. and Oct. are are kind of known for pullbacks, should we raise cash? A. I'm in my own camp, always. My analysis is a bit more complex than … [Read more...] about Conducting Our Semis, RKLB Boom, Interest On Cryptos And More
Latest Positions Stragglers
Here is a few stragglers from the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each position go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect investment.” The positions that are bolded are those that I consider … [Read more...] about Latest Positions Stragglers
Labor Day Chat Transcript
Here's the transcript from this week's Trading With Cody Live Q&A Chat. Q. Regarding $RKLB, could this be the reason for the price movement today? 2000 reaction wheels per year is equivalent to 500 satellite launches a year AND I really hope that's the reason for the bump up today and not WSB. If that's the case I think our price might be sustainable. I really wouldn't sell … [Read more...] about Labor Day Chat Transcript
Latest Positions: Energy, China, Cloud, Shorts
Here is a Part 3 of 3 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. We will do this week’s Live Q&A chat at 1pm ET Saturday (yes, Saturday, because tomorrow my wife and I are running Amaris up to Denver for an eye check up) in the TWC Chat Room or just email us your question … [Read more...] about Latest Positions: Energy, China, Cloud, Shorts
Latest Positions: Facebook at $27, Trillion Dollar Club, Semis
Here is a Part 2 of the list 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 perfect investment.” The positions that are bolded are those that I consider to be “core” … [Read more...] about Latest Positions: Facebook at $27, Trillion Dollar Club, Semis
Latest Positions Part 1: Real Estate, Space, Tesla, Bitcoin
Here is Part 1 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Back in April, I wrote: "The many charts that had become hockey sticks are now looking sort of like the rocky mesas in northern New Mexico with a slope down potentially ahead. Many good companies’ stock prices have … [Read more...] about Latest Positions Part 1: Real Estate, Space, Tesla, Bitcoin
Trade Alert: Selling JMIA, Market Froth, Tapering And More
Here's the transcript from this week's Trading With Cody Live Q&A Chat. Q. The economy and markets seem quite frothy to me here. There is so much spending going on for non-essentials (boats, ATVs, expensive vehicles with aftermarket everything parts on them, etc.) along with seemingly ridiculous real estate prices and associated price wars all over. Then, I see surges in … [Read more...] about Trade Alert: Selling JMIA, Market Froth, Tapering And More