Here's the transcript from this week's Live Q&A Chat. Q. Can you take a stab at gauging President Trump's action against TikTok as it would impact Chinese ETFs like CHIK, CHIQ, OCFT, EWH in the medium term? These have been good investments this year, right up until this morning. Do you think the President's action is the start of a long-term fall in these ETFs? Or is … [Read more...] about Trump’s Socialist Instincts, Vaccine Stocks Puts Idea, Stagflation Odds, Bitcoin Reserve Currency, Etc.
Bitcoin Vs Gold (And Seeking A Rare Earth Metals Expert)
Year-to-date, which asset class is up the most: Gold or Bitcoin? Bitcoin's up almost twice as much as gold. We've owned both all year and I've not trimmed them much yet, though I am trimming them a little bit this week. I'm always amazed at how often I make connections to other analysts and professional investors and experts in various industries, so...I'm doing some … [Read more...] about Bitcoin Vs Gold (And Seeking A Rare Earth Metals Expert)
This Barney Fife Market Wouldn’t Impress Ben Graham
I introduced my six year-old daughter to The Andy Griffith Show this week and she loves it as much as I do (the black and white episodes with Barney only, of course). "Well, I guess to sum it up, you could say, there's three reasons why there's so little crime in Mayberry. There's Andy, and there's me, and [patting gun] baby makes three." - Barney Fife, aka, The Federal … [Read more...] about This Barney Fife Market Wouldn’t Impress Ben Graham
Trade Alert: Sell Something You Bought During The Crash To The Casino Crowd Tomorrow
Do you remember back in January 2019 when Tim Cook wrote this letter in which Apple warned that sales had collapsed? The headlines and analysis you read most places read this way: "A shock revenue warning from Apple has stoked fresh fears about trade tensions and spending in the world's second largest economy. But analysts say the cut to its sales forecast reflects … [Read more...] about Trade Alert: Sell Something You Bought During The Crash To The Casino Crowd Tomorrow
Trade Alert: Trimming Bitcoin, Buying Puts on SMH, Hedging TSLA
After years of riding this Bubble-Blowing Bull Market, crowds screaming "De-fense" in this video are me with my TWC subscribers right now, as I think it's a better time to be defensive than aggressively long stocks, gold, bitcoin, bonds or just about anything else liquid here. I am still net long though. And this just in: Bit co in. Bitcoin is bitcoing. I am trimming a … [Read more...] about Trade Alert: Trimming Bitcoin, Buying Puts on SMH, Hedging TSLA
A Vaccine Stock Strategy, The Future Of College, Bitcoin Better Than Gold, Etc
Here's the transcript from this week's Live Q&A including a couple trade alerts. Q. Cody, with the significant pull back in tech, should we start nibbling? I never nibble on a Friday on the way down but maybe start next week? Or let AAPL, et al report first? Thanks. A. Well, let me put it this way -- with the big pullback in many tech names and other highflyers, I'm … [Read more...] about A Vaccine Stock Strategy, The Future Of College, Bitcoin Better Than Gold, Etc
Latest Positions Part 5: The Remaining Longs, Shorts, Crypto (plus TSLA earnings)
Here is a Part 5 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. Let’s do this week’s Live Q&A Chat today at 1pm ET Friday. Come directly to the TWC Chat Room or just email us your question to support@tradingwithcody.com (video chat will return next week). After hours … [Read more...] about Latest Positions Part 5: The Remaining Longs, Shorts, Crypto (plus TSLA earnings)
Latest Positions Part 4: Content, Video Games, Space, Defense, etc
Here is a Part 4 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. 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 … [Read more...] about Latest Positions Part 4: Content, Video Games, Space, Defense, etc
Broken Record Stock Market, Masks Suck But So What, CSCO’s My Fav Stock, And More
Cody: Well, it might be fun at some point to do a musical Trading With Cody Q & A, sample some of each other's music. I don't know if I want to hear your guy's music, but maybe you want to hear mine. I doubt it. Nobody really ever likes anybody else's music. Do you notice that? It happens all the time with friends and family. You've got to hear this song. They play you the … [Read more...] about Broken Record Stock Market, Masks Suck But So What, CSCO’s My Fav Stock, And More
Latest Positions Part 3: P/E Ratios Matter Too
For this week’s Live Q&A Chat, tomorrow at noon ET, we’ll use Zoom video. Here are the details to join. https://us02web.zoom.us/j/89076435567?pwd=c1VEelN1dDhra2pKc3Z0T2NCaitjZz09 Meeting ID: 890 7643 5567 Password: 449982 One tap mobile: +12532158782,,89076435567#,,1#,449982# Here is a Part 3 of 5 of the list my latest personal portfolio positions and most of … [Read more...] about Latest Positions Part 3: P/E Ratios Matter Too