Here's the transcript from this week's Live Q&A chat. Please note that I'm selling most of my U calls and even trimming some U common after it's recent double from the recent lows. Q. Cody, I see several respected market people including Morgan Stanley and JPM and the only market show I watch all think soon the markets will retest the lows of around S&P 3000. … [Read more...] about My Market Prediction, Kickers for Tesla, Trimming some U, A Stalking Hawk And More
Most Hated Man/Stock In The World, Oil Crash Helps Everyone But Oil Cos, Need More Crypto Washout & More
Here's the transcript from this week's Trading With Cody Live Q&A chat. Q. Are you buying anything? A. Not doing much buying of anything outright right now. I'll send out another "Where I'd Buy More" list soon but most of the prices I'm interested in buying at are still close to what they were the last time I sent it out. Some of our stocks, many of which bounced big … [Read more...] about Most Hated Man/Stock In The World, Oil Crash Helps Everyone But Oil Cos, Need More Crypto Washout & More
Trade Alert: Taking Some Profits (And Some FTX Analysis)
A few housekeeping items. First, next time I feel compelled to apologize for my stock picking, remind me to load up on everything we own. The markets, and most all of our picks, exploded upwards after I sent out that recent note that included buying cloud stocks in the midst of it all. The Trade Alert we sent out the next day was full of big winners too. As you might expect, … [Read more...] about Trade Alert: Taking Some Profits (And Some FTX Analysis)
Big Cap Tech Faves, Mucho Musktigue, The Cody-Bat-Computer and More
I leave you all with a shot of the moon that I took the other night through my new 10" Celestron telescope using my iPhone 11. I've ordered a camera that's made to take space pictures through the telescope and I'll be sharing more of those soon, I hope. To the moon! Here's the transcript from this week's Trading With Cody Live Q&A chat. Q. Cody, how … [Read more...] about Big Cap Tech Faves, Mucho Musktigue, The Cody-Bat-Computer and More
I Apologize For The Poor Performance (And Trade Alert: Cloud Stocks)
I'm sorry that my stocks have picks have been so bad lately. I haven't been able to find many, if any, good Revolutionary investments lately. We've been living through a crash in tech stocks that rivals what we saw after the dot com bubble popped. While I've been extremely defensive and cautious for a long time that is no excuse for having picked any names that tanked after we … [Read more...] about I Apologize For The Poor Performance (And Trade Alert: Cloud Stocks)
Trade Alert: Gently Ebbing Against This Nasty Market Flow, Or, Powell’s Negative Credibility
I've been back and forth to Dallas this week, helping a little bit with hosting the C.L.A.S.S. Space Symposium where I learned a lot about Space and how it is increasingly a national security issue along with making a few connections to explore and learn from further. As for the markets -- wow, it's crazy/ugly out there. The day to day volatility, the intraday volatility are … [Read more...] about Trade Alert: Gently Ebbing Against This Nasty Market Flow, Or, Powell’s Negative Credibility
Trade Alert: Officially Out Of TWTR, Thoughts On Meta
I'd mentioned before that I "expect that Elon will end up buying the shares I've owned in my personal account from me." Well, today's basically that day. I've sold TWTR out of my personal account, locking in long-term gains from our original purchase at $14. If you'd like to hear more about my thoughts on the future of Twitter under Elon, you can listen to this interview I did … [Read more...] about Trade Alert: Officially Out Of TWTR, Thoughts On Meta
Google, Meta, Wolf, Verizon, Cramer, etc.
Here's the transcript from this week's Live Q&A Chat. Q. Cody, Good morning and hope all is well with the you and family. Couple of weeks before you started adding VZ and were less convinced about AT&T. With the recent reports do you have different suggestion? A. I'm not a fan of what AT&T has done to shareholders with the horrible, bet-the-company moves … [Read more...] about Google, Meta, Wolf, Verizon, Cramer, etc.
Trade Alert: Trimming Some Exposure Into This Rally As The Volatility Continues
It's that time in this bear market when I once again remind any of you that if you were losing sleep or in pain at the lows [checks calendar] four days ago that now is a good time to do some trimming. And if you have some stragglers in the portfolio that are down big and are probably not coming back anytime soon, you might consider selling it here as it's probably bounced big … [Read more...] about Trade Alert: Trimming Some Exposure Into This Rally As The Volatility Continues
My Buffett Stocks, Starlink Vs The World, Markets Commentary, And MUCH More
I had a few typos on that recent "Where I'd Buy More" spreadsheet because I was rushing it out to get to an appointment that day and I apologize. I have people who offer to edit my posts before I send them out but by the time I write these things up, I want to get it out to you as fast as possible, especially if it's when the markets are open. Anyway, some of the stocks hit the … [Read more...] about My Buffett Stocks, Starlink Vs The World, Markets Commentary, And MUCH More