Here's the transcript from this week's Trading With Cody Live Q&A Chat. Q. I am having some difficulty translating your cautionary email, sent out earlier, into an actionable plan that works for me. You write, “I am increasingly getting butterflies in my stomach that we could be facing unseen risks to the economy and stock market. I am beginning to think that something that … [Read more...] about Binary Outcomes, Shadow Contract Swaps, Space CEOs, Cheap VR Play And More
Market Outlook: Beware Of Levered Up Hedge Funds
In the thirty years that I’ve been factoring the macroeconomic and geopolitical trends of the US and world into my analysis of what to buy and sell and when to do it, this is probably the cloudiest outlook I've ever had for the economy. I'm shocked at how binary the two most likely outcomes are right now, with impending doom on the one hand and impending boom on the other hand. … [Read more...] about Market Outlook: Beware Of Levered Up Hedge Funds
Portfolio Management, Stimulus Bonanza, Careful With Immersed And More
Here's the transcript from this week's Trading With Cody Live Q&A Chat. What's up folks? I just want to reiterate that you should only put a TINY bit of capital, if any at all, in any private investment you make. Be careful out there. Q. Do you put a limit to the # of positions you have in a portfolio? I feel like I keep seeing more and more companies I like, but I rarely … [Read more...] about Portfolio Management, Stimulus Bonanza, Careful With Immersed And More
Speculative Idea: Immersed Virtual Reality
As you can probably gather from a lot of my previous writings including letting you know that along with The Space Revolution, my other favorite Revolution to invest in for the next five to ten years is probably The Virtual Reality Revolution, led by Facebook, which is why I've been talking about concept of a "Spacebook Fund". I am confident that the VR/AR Revolution is going … [Read more...] about Speculative Idea: Immersed Virtual Reality
Trade Alert: Here Are The Best (and Worst) Positioned Companies For The Space Revolution
It has been a wild week for The Space Revolution. In the first few hours of the day we had Cathie Wood's Ark Space Exploration and Innovation ETF (ARKX) beginning to trade and another SpaceX Starship prototype exploding while attempting to bring itself back to earth. We have also had a lot of volatility in both the space names that we love and with the ones that we do not. This … [Read more...] about Trade Alert: Here Are The Best (and Worst) Positioned Companies For The Space Revolution
Market Rotation, Communist Tech Stocks, Space Blockchain Scams and More
Here's the transcript for this week's Live Q&A Chat. Have a great weekend. Q. Cody, a question for today regarding Big Tech. AAPL, AMZN, FB and GOOG are off highs by 17, 15, 6 and 5% respectively. I hear lots of caution such as rotation, higher interest rates, etc. hurting these stocks. I know you like FB a lot. Do you feel the others will get hurt badly going forward or … [Read more...] about Market Rotation, Communist Tech Stocks, Space Blockchain Scams and More
Trade Alert: Investing Some More Into The Space Revolution
As the bloodbath small caps that I'd been expecting accelerates here and is taking down the valuations of our two recent space SPAC stock purchases, I am using the decline in their prices as an opportunity to add to VACQ and HOL. As I mentioned in their respective trade alerts, these are VC-like investments and we have to accept and even take advantage of the volatility of … [Read more...] about Trade Alert: Investing Some More Into The Space Revolution
Treasury Yields, The Fed’s Against You, VR, Cryptos and More
Here's the transcript from this weeks Trading With Cody Live Q&A Chat. Q. Cody, Feet-to-fire, what's the next 5% move? A. We had that rip-the-shorts-face-off contra-rally that I'd talked about early last week and now it's been a path-of-least-resistance downward since then. I think that's probably the most likely scenario here for now -- more market drip lower, slowly … [Read more...] about Treasury Yields, The Fed’s Against You, VR, Cryptos and More
Is The Entire US Dollar Global Economic System At Risk Of Collapse?
If bitcoin and ether didn't exist and hadn't already hit a combined $1.5 trillion dollar market cap, if a global pandemic hadn't hit and the governments around the world, including Republicans and Democrats who never came up with a plan that leveraged scientists and private industry standards, hadn't shut their economies and local businesses down and then gone crazy … [Read more...] about Is The Entire US Dollar Global Economic System At Risk Of Collapse?
Trade Alert: Another Investment In The Space Revolution
The Space Revolution is, over the next five to ten years, going to change the world we live in (and the worlds we don't live in too!). Here's another bucket I want to stick out in front of this Space Revolution, which I fully expect to become the next trillion dollar market place. I began writing this Space Revolution report about Astra/Holicity a few weeks ago … [Read more...] about Trade Alert: Another Investment In The Space Revolution