Here's the transcript from this week's Trading With Cody Live Q&A chat. Q. Where and when do you think housing bottoms? Is it 1-2 years out - 10-20% lower from here, what are your thoughts feet to fire? A. That's a good question. There's still a shortage of a million or so homes in this country and we need more all the time so that's a good secular force but the … [Read more...] about Housing Market, Tesla’s Near-Term Problems, Gold Hedge and More
Trade Alert: Putting Some Money To Work On The Long Side
This is the kind of ugliness that a bear market can bring. It's U-G-L-Y, you ain't got no alibi ugly out there, people getting panicky.It's what I was warning about over and over last year and during the good times. Remember when everybody in chat was always like, "Cody, this is so much fun buying stocks and making tons of money every day!" And I was always like, "Please … [Read more...] about Trade Alert: Putting Some Money To Work On The Long Side
Latest Positions: QCOM, NVDA, ENVX, WOLF, UBER, ORGN
Here's what the S&P 500 has done over the last 8 days since I started out the Latest Positions updates (the white arrows are where I sent out each one): That chart shows a market that was up big for a few minutes one day and then got demolished and taken to new lows. The volatility in that chart looks more like something you'd see over a month's or three months' time … [Read more...] about Latest Positions: QCOM, NVDA, ENVX, WOLF, UBER, ORGN
Latest Positions: Analysis On Apple, Google, Amazon, Solar Edge, And MP Materials
Amaris is back home and doing well. Thank you for the outpouring of kind words and prayers. Here is Part 3 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 … [Read more...] about Latest Positions: Analysis On Apple, Google, Amazon, Solar Edge, And MP Materials
Latest Positions: Cloud and Meta (And ChatGPT Does Santa Claus Rally)
My 7 year-old daughter, Amaris, had a minor seizure and broke her leg over the weekend. I might need to run up to Albuquerque to be with her and her mom if she doesn't come home tonight, so bear with me if I don't get another post out this week. All eyes on Fed and CPI this week. Feet-to-fire, I'd expect a better-than-feared CPI and a 50 bps hike from the Fed. Markets will … [Read more...] about Latest Positions: Cloud and Meta (And ChatGPT Does Santa Claus Rally)
Latest Positions: Tesla, Space, Gold and Crypto (PLUS: See How ChatGPT Rewrites My Analysis)
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. 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 Latest Positions: Tesla, Space, Gold and Crypto (PLUS: See How ChatGPT Rewrites My Analysis)
Innovation Accelerates Exponentially
Ground control to Major TomGround control to Major TomLock your Soyuz hatch and put your helmet on. Ground control to Major TomCommencing countdown engines onDetach from station and may God's love be with you This is ground control to Major TomYou've really made the gradeAnd the papers want to know whose shirts you wearBut it's time to guide the capsule if you dare This is … [Read more...] about Innovation Accelerates Exponentially
Banks Got Real Estate Issues, Chatting With ChatGPT, And More
Here's the transcript for this week's Trading With Cody Live Q&A chat. I just got back from running to Albuquerque and I was going to run each question through ChatGPT and see how it answered each one, but... So I plan to run some of our recent Q&A questions through ChatGPT and will send that out soon. I also started a Latest Positions review with new analysis … [Read more...] about Banks Got Real Estate Issues, Chatting With ChatGPT, And More
This Is The Future?
“He’s The Answer and the problem, you don’t want it with/The way that boy go to the hole and take punishment/The young boss of the cross for four quarters/And from three-point land, he’s all water/Matter fact, call him the king/The way he breaks down the defense, it’s like he got the ball on a string”—Jadakiss I have three different articles/reports/analysis … [Read more...] about This Is The Future?
My Market Prediction, Kickers for Tesla, Trimming some U, A Stalking Hawk And More
Here's the transcript from this week's Live Q&A chat. Please note that I'm selling most of my U calls and even trimming some U common after it's recent double from the recent lows. Q. Cody, I see several respected market people including Morgan Stanley and JPM and the only market show I watch all think soon the markets will retest the lows of around S&P 3000. … [Read more...] about My Market Prediction, Kickers for Tesla, Trimming some U, A Stalking Hawk And More