I don’t know when the ongoing Blow-Off Top Of The Bubble-Blowing Bull Market™ that we’ve been riding for the last 12 years will end. And maybe after ten plus years of me being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious thinking that we are currently in the throes of the top of a bubble anyway. … [Read more...] about Markets Outlook: Reflexivity, Blow-Off Tops, And Other Horror Stories
Carbon Credits Scam, Intel Vs TSM, EV Bubble And More
Here's the transcript from this week's Live Q&A Chat. Q. Feet to fire, what’s the biggest threat to our portfolios over the next 12 months? A. That valuations come down to a more reasonable level and then the traders who love stocks right now decide they hate stocks and that makes the market over correct to the downside and then we get the opportunity (again) to … [Read more...] about Carbon Credits Scam, Intel Vs TSM, EV Bubble And More
Trade Alert: New Old Long Idea (Yes, A New Long!)
Although I have been writing recently about the Great Reset and the countless bearish anecdotes that I am seeing daily, in addition to looking for fraudulent or bubbled-up stocks to short, I continue to look for Revolutionary companies for us to invest in for the long-term. We are not in the phase of the market to be putting money to work in stocks trading at 20 times sales … [Read more...] about Trade Alert: New Old Long Idea (Yes, A New Long!)
Stagflation, Wall Of Anecdote, Trade Alert, Da Bears And More
Here's the transcript from this week's Live Q&A Chat. Q. Cody, what do you think of states continuing unemployment benefits? There are many businesses in Florida that have 'We Are Hiring' signs out but cannot get enough workers. Are there any companies we should short due to the labor shortage? A. I think businesses, especially giant global corporations that make … [Read more...] about Stagflation, Wall Of Anecdote, Trade Alert, Da Bears And More
How Many Bearish Anecdotes Before We Take Them Seriously?
Anecdotal evidence: "Evidence in the form of stories that people tell about what has happened to them. Example: 'His conclusions are not supported by data; they are based only on anecdotal evidence.'" It's important to not allow yourself to be confused by trying to extrapolate anecdotal evidence out too far into the world because there's almost always real data that we can … [Read more...] about How Many Bearish Anecdotes Before We Take Them Seriously?
Biden’s Chip Plan, Building Shorts, Working Longs And More
Here is the transcript from this week's Trading With Cody Live Q&A Chat. Q. In a call with CEOs, Biden doubled down on a $50 billion plan to invest in chips. Biden read from a letter from 23 senators and 42 House members backing his proposal for $50 billion for semiconductors. A. Why do people even pretend that Democrats care about poor people and that the Republican … [Read more...] about Biden’s Chip Plan, Building Shorts, Working Longs And More
Trade Alert: Beware The Frauds When The Tide Goes Out
Back like 15 years ago, I started a company called "TubeRevolution.com" which was a site where we filtered and organized all the Hollywood and/or other major copyrighted content on YouTube. I was approached by a friend who wanted me to meet a friend of his who owned another video streaming start up. I took the meeting and when I got to the penthouse office suites in a high rise … [Read more...] about Trade Alert: Beware The Frauds When The Tide Goes Out
Trade Alert: Be More Cautious As The Bubble’s Probably Popping
I often talk about that the main reason I write about my trades and investments is so that I can keep a record of my analysis over time. One of the best moves I ever made for my career as a hedge fund manager and pundit was when I turned from bull to bear in 2007 after five years of having been riding what I called an "Echo Techo Bubble" from 2002 when I launched my first … [Read more...] about Trade Alert: Be More Cautious As The Bubble’s Probably Popping
Who’s More Scared, Real Estate, Crypto Crashes, SPAChaustion And More
Here's the transcript for this week's Trading With Cody Live Q&A Chat. Q. Cody, what were the results of the recent who's more scared poll? A. I didn't get as many replies as usual, but it was an overwhelming consensus that the bulls are more scared than the bears, at least last week that was the consensus. Q. Who do you think is more scared right now- … [Read more...] about Who’s More Scared, Real Estate, Crypto Crashes, SPAChaustion And More
Trade Alert: The Great Reset Ain’t Over
"I must caution you that you cannot live in the past. The 1971-72 season is now history and we must look toward the future. The past cannot change what is to come. The work that you do each and every day is the only true way to improve and prepare yourself for what is to come. You cannot change the past and you can influence the future only by what you do today" (John Wooden, … [Read more...] about Trade Alert: The Great Reset Ain’t Over