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
Latest Positions Part 5: The Others, The Shorts, The Cryptos, The Bubbles
Here is Part 5 of 5 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Longs – ROKU Roku Inc. (7) – Not much has changed with Roku since my prior Latest Positions report. Its price is almost exactly back to where it was when I wrote that report after correcting 25% from its … [Read more...] about Latest Positions Part 5: The Others, The Shorts, The Cryptos, The Bubbles
Latest Positions Part 4: Content, Genetics, Social, And Bubbles
Here is Part 4 of 5 of the list of my personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Notice I've been using the word "Bubbles" in each of the Latest Positions this go around? That's because I continue to think that we are indeed somewhere in the midst of the Blow-Off Top Phase Part Of The … [Read more...] about Latest Positions Part 4: Content, Genetics, Social, And Bubbles
Latest Positions Part 3: Energy, China, Trillions and Bubbles
I've got an appointment in Albuquerque Friday morning and I'm going to take my wife up there a day early and there will not be a Weekly Live Q&A Chat this week. Here is Part 3 of 5 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. I pasted an old write-up about Disney at the … [Read more...] about Latest Positions Part 3: Energy, China, Trillions and Bubbles
Virtual Worlds, Virtual Reality and Real Money
Roblox, a Unity competitor, came public yesterday. My team and I did a bunch of analysis on it and the entire sector of VR platform development and here's what we came up with. Battle Royale, Or 3 Kings To Rule Them All? We all know gaming platforms have taken on a different operational mode in the last decade. It’s not the same setup (blowing into game cartridges in … [Read more...] about Virtual Worlds, Virtual Reality and Real Money
Latest Positions Part 2: Clouds, Semi’s and Bubbles
Here is a Part 2 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, including another Trade Alert. 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 … [Read more...] about Latest Positions Part 2: Clouds, Semi’s and Bubbles
Trading With Cody Is Ten Years Old!
I just realized that today is indeed the Trading With Cody 10-year anniversary as I started writing on March 9, 2011! Here's a screenshot of what we looked like at launch via the WayBack Machine. Here's a link to the first post. "Well, I was up at 5am here in NM time, talking about cattle trading, inflation, the fallacy of a difference between the Republican and … [Read more...] about Trading With Cody Is Ten Years Old!
CORRECTED: Latest Positions Part 1: Driverless, Space, Defense, Bubbles
Here is Part 1 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, including a couple Trade Alerts. The markets are in a major volatile phase here with any daily candle stick chart with giant candlesticks forming for the last three or four weeks at least. The many charts that had … [Read more...] about CORRECTED: Latest Positions Part 1: Driverless, Space, Defense, Bubbles
How And Why To Invest In “SpaceBook”
"We're At Now Now." -- Spaceballs As Colonel Sandurz, Dark Helmet and President Skroob realize that the air is being returned to Planet Druidia, thanks to Lone Starr's use of the "Schwartz," this is the memorable line uttered by the Colonel. It's hilarious because of its implied double meaning and by double meaning, I mean how it also applies to the stock market which has … [Read more...] about How And Why To Invest In “SpaceBook”