My old friend Vitality Katsenelson is a very smart money manager and value investor who thought my Trading With Cody subscribers might enjoy seeing his analysis on The EV Revolution (Vitaliy has been a long, long time subscriber). Vitaliy is the guy who puts on the value investment ideas conference in Vail where I presented Tesla to a room full of "value investors" who were … [Read more...] about Guest Writer Vitaliy Katsenelson: Tesla, Elon Musk and the EV Revolution
The Space Revolution will be the largest industry in the history of the planet
The tectonic plates of our society, economies and culture have shifted to a place where for the first time in the history of our planet, private companies will be in a Space Race. Think about that -- for all the world's riches, there are many more times the amount wealth to be had in outer space. Up until the last decade or so, only the richest governments in the world could … [Read more...] about The Space Revolution will be the largest industry in the history of the planet
Predictions: What’s the biggest industry ever and Trump’s re-election odds
Here's part 2 of the transcript from this week's Live Q&A Chat. Q. Cody A long ways away in political-time, but what would you put Trump's % chance of re-election as of this moment? A. Before I answer this one, I'd love to hear all of you guys guess what you think my answer is. Subscriber: I’ll take the bait. Factoring in that you lean contrarian and the polls say … [Read more...] about Predictions: What’s the biggest industry ever and Trump’s re-election odds
Uber Tesla Taxis, Bezos bitcoin, Gold standard, Technology vs jobs, and more
Here's part 1 of the transcript from this week's Live Q&A Chat. Q. A lot going on domestically and abroad. Stocks went up as you anticipated and wondered if you have any intuition about where we go from here? Thanks. A. I think stocks could gyrate around these levels with a slight upward bias for the near-term. Just a guess though. Be prepared for anything, as … [Read more...] about Uber Tesla Taxis, Bezos bitcoin, Gold standard, Technology vs jobs, and more
Singularity, Hedging, Bailouts for college kids, Slack, Bitcoin & more
Here's the transcript from this week's wide-ranging chat. Man, things be changing quickly round here... "Everyday it's a-getting closer, Going faster than a rollercoaster, Love like yours will surely come my way, A-hey, a-hey-hey, Everyday it's a-getting faster, Everyone said, "Go ahead and ask her," Love like yours will surely come my way, A-hey, a-hey-hey." Buddy … [Read more...] about Singularity, Hedging, Bailouts for college kids, Slack, Bitcoin & more
Trade Alert: How to work with WORK (Slack) and two nibbles
The indices are hiding just how badly some of the highflying momentum stocks are being crushed out there. Cloud names especially are being hit hard, with many like TTD, OKTA, TWLO down double digit percentages. I've started a position in WORK here. The stock is down another 10% today, and it's been killed since it came public just a few weeks ago. I do think Slack is a new … [Read more...] about Trade Alert: How to work with WORK (Slack) and two nibbles
Use Self-Reinforcing Cycles to your advantage
You know that the hype around a coming recession is high when even the random lady I sat next to at the airport who works at Microsoft in cloud sales immediately said to me when I told her what I do for a living: "Let me ask you something. Are we heading into a recession?" The talk on the street, on Wall Street and on TV while I was in NYC last week for three days was often … [Read more...] about Use Self-Reinforcing Cycles to your advantage
Trade Alert: Uber, Dogs in Tesla, Family hugs, Best Uranium stocks
Morning all. We did a weekly Q&A in the chat room this morning, even though I didn't send out a notice to everybody. I'm baaaack from NYC and I'll have some analysis and ideas from NYC that I'll be writing up for you this week, so stay tuned. Q. Do you recommend playing this market more on swing trades as it's a more volatile period? For instance, we have a week where … [Read more...] about Trade Alert: Uber, Dogs in Tesla, Family hugs, Best Uranium stocks
Trade Alert: MO no mo’, Moronicoin, Gronkoin, Tesla, Google and Gold
Here's the transcript from this week's Live Q&A Chat. I'm selling my Altria MO today, more details below. Q. Best guess. When are negative interest rates coming to US? Will that crash the stock market or blow bubble even bigger? A. If the negative interest rate infection comes to the US it will be because the Republican Democrat Regime and the bankers who help run it … [Read more...] about Trade Alert: MO no mo’, Moronicoin, Gronkoin, Tesla, Google and Gold
Will the Dems be tough on China too? (And the Kurzweil Singularity Rate of News)
I'm headed to NYC tomorrow night for the rest of the week. I'll be on Fox Business Friday morning August 30 from 6am til 9am ET. Doesn’t Friday feel like forever ago already? Maybe I should attribute that to a Kurzweil Singularity Rate* in the News Cycle. And that was quite a rally into the close today, which caught most traders, especially the shorts off guard. I don't think … [Read more...] about Will the Dems be tough on China too? (And the Kurzweil Singularity Rate of News)