Here's the transcript from yesterday's Live Q&A Chat over zoom. The markets have given back all of yesterday's brief upside. Remember how I've been saying "This is a 'No BS Market'." Well, the Fed tried to BS everybody yesterday with their silly 50 bps raise yesterday. Rates are still way below where they should be if they are serious about fighting inflation. They needed … [Read more...] about Fed BS, Fear Is Always Wrong, Roku Is The Anti-Netflix, ETH Vs Bitcoin, And Much More
Recent Media Coverage
Media Coverage SKTLs has been featured on Fox Business, Marketwatch and all over the web. Here is some of the coverage. Co-founder of Sktls, the Space Debris-Cleaning Cryptocurrency, on Fox Business Click to watch A Token To Clean Up Space? What Is Space Junk And Why Is It A Problem? Click to read Most Cryptos Are Not What They Appear To Be, ft. Cody Willard | … [Read more...] about Recent Media Coverage
Surviving The Crash Brings The Opportunities To Find Stocks That Go Up 100x
Here's part of what I sent out to my hedge fund investors in a letter yesterday. The markets yesterday tried to put in the kind of "abrupt ending" to the crash that I mention in the write-up (I wrote this over the weekend and finished up early yesterday when the markets were still tanking). Obviously only time will tell. "For the last dozen years or so, I continually … [Read more...] about Surviving The Crash Brings The Opportunities To Find Stocks That Go Up 100x
All Investing Is Value Investing, Earnings Reports, More
Here's the transcript for this week's Live Q&A Chat. Q. Really appreciate the sentiment in your notes on “not being scared” and keeping a cool head. Seems like there’s lots of upside from these current prices and staying even keeled is key. Currently sitting on a good amount of cash so have slowly been slowly scaling in with this weakness. No specific question here but … [Read more...] about All Investing Is Value Investing, Earnings Reports, More
Trade Alert: What About Valuations
Let's keep doing real homework and being disciplined about our approach here. That's where the real edge is over the long term. And that's why we keep following the playbook. I came across this list of crashed big cap tech stocks on Twitter when I was hanging out feeding Amaris through her gtube while she was sleeping Saturday night: I've analyzed every one of those … [Read more...] about Trade Alert: What About Valuations
Latest Positions: A No BS Market PLUS Semis And Other Names
This remains the "No BS Market" as any whiff of bullsh*t gets sold. Promises of future growth are starting to be considered folly. That's part of the process of bottoming. We need some of the most speculative and especially some of the fraudulent companies that came public in the last year or two to go outright bankrupt. But we're getting closer. Be careful, but don't be … [Read more...] about Latest Positions: A No BS Market PLUS Semis And Other Names
Torn Markets, Big Tech Buy List, Berkshire For PayPal? And More
Here's this week's Trading With Cody Live Q&A chat. Hi all. I had a typo in yesterday's Latest Positions, as I still have Part 4 to come. It's been a wild week in the markets and at my home too. Amaris got her cast off her leg and then had a surgery the next day and I ran up to Albuquerque on Wednesday afternoon to help my wife (and her parents) take care of her with … [Read more...] about Torn Markets, Big Tech Buy List, Berkshire For PayPal? And More
First Off, Don’t Panic PLUS Positions: (Energy, China Stock Reviews)
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 10am ET tomorrow (Friday) in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Stocks crashing today. I'm not sure we're near a real … [Read more...] about First Off, Don’t Panic PLUS Positions: (Energy, China Stock Reviews)
Positions: Social, Trillions And Buying A Tranche of NFLX
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 Positions: Social, Trillions And Buying A Tranche of NFLX
Latest Positions: Tesla, Space Stocks And Defensive Names
Here is Part 1 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Nice bounce in the markets today, especially in the most speculative and beaten-down names. I'm not making any moves in the personal account today and not doing much of anything trading-wise in the hedge fund either. … [Read more...] about Latest Positions: Tesla, Space Stocks And Defensive Names