Here’s the transcript from today’s live Q&A chat. And don’t forget to follow us on Twitter/X.com @TradingWithCody. Q. Do you think this rally is short-lived and things are probably headed lower? Or are you dip buying? A. I still think the market is a bit in purgatory status where it can rally 3-5% or it […]
Latest Positions: Bitcoin, Gold, Tesla, Uber, Rivian (And A Minor Trade Alert)
First off, we will do this week’s chat tomorrow at 10:00am ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Also, as you might have noticed, we gave the website a big makeover this weekend, one of the changes being the addition of a calendar on the front page and in the chat […]
Gray Swans, Gold Outlook, TSLA’s AI, RIP Miel, And Much More
Here’s the transcript from today’s (quite short) live Q&A chat. And don’t forget to follow us on Twitter/X.com @TradingWithCody. Q. Looking ahead, what black swan events are more probable? China invasion of Taiwan, another bank fiasco, Russia dropping a nuke, global food shortage, critical water shortage, or others? A. I don’t think we get to […]
Where I’d Buy More Of Each Of Our Longs
With markets in a downturn here, some of our stocks are getting more attractive as buys again — and some are at levels we have been adding to here as noted in yesterday’s chat. Here’s a list of all our longs in order of when we initially bought them with links to when I first […]
Trade Alert: This Hedgie Is Hedging As The Blow-Off Top Action Is Back
We’ll do this week’s Live Q&A Chat at 2pm ET in the TWC Chat Room or just email us your question to support@tradingwithcody.com. It’s been a wild year so far and the market has been completely dominated by the mega cap tech stocks as they’ve accounted for all of the broader market’s gains this year. Long-time Trading […]
A Review And Update Of Our 2023 Investing Playbook
The markets reversed and most stocks are down big from their highs from [checks notes, checks the charts] uh, yesterday morning. TSLA down 7%, QQQs are down more than 3%, IWM is down more than 4% and the SMH semiconductor index is down nearly 5% since [checks notes, checks the charts] uh, yesterday morning. The […]
How To Invest In The New Revolutions That Will Change The World
“Honey, I know, I know, I know times are changingIt’s time we all reach out, For something new, that means you too You say you want a leader, But you can’t seem to make up your mindI think you better close it, And let me guide you to the purple rain” — Prince And The […]
Earnings Round Up, Tesla FSD and Elasticity, Apple’s Stretched Valuation, Etc
Here’s the transcript from this week’s Live Q&A Chat. Q. Cody – Can you please provide your thoughts on the latest batch of earnings for some of our long positions? META (caution?), INTC (is the worst behind it?), AMZN (strong earnings but soft guidance) and GOOGL. A. META was strong but the valuation is now […]
The Most Important Shot
“The most important shot in golf is your next one.” – Ben Hogan “Achievements on the golf course are not what matters, decency and honesty are what matter.”-Tiger Woods I play golf by myself most of the time when I play. I like to be the first one off the tee box in the morning […]
WRONG!
“Intelligence alone doesn’t mean a damned thing. Here in your university, intelligence, education, knowledge, have all become great idols. But I know now there’s one thing you’ve all overlooked: intelligence and education that hasn’t been tempered by human affection isn’t worth a damn. Don’t misunderstand me, intelligence is one of the greatest human gifts. But all too […]
Trade Alert: Two Trims, Fed Prediction, And ChatGPT Helps Me Write a Wall Street Comedy
A few notes to turn through for today. Also, let’s do this week’s Live Q&A Chat at noon ET tomorrow (Wednesday). First off, I’m selling DOCU and SHOP and removing them from the portfolios for now. I still like both companies but I’m want to free up that capital as we are digging deep into […]
Even Extremes Are Cyclical
Amaris is back home. Thanks for bearing with me while I spent some of the last few days and nights with her at the hospital. I sure won’t complain about that though, as she is home and healthy again. My wife is such a rock and she finally might get a night or two of […]
China’s A Real And Growing Threat
I had a fun but brief appearance on Fox Business yesterday. Here’s the clip. Here’s the notes I sent to the producers before the show answering their questions in bold so that Charles Payne, the anchor of the show, would have an idea of what I would be trying to say on air. Topic details […]
Entering A Stock Picker’s Market Paradigm (Also, I’ll Be On TV Today)
I’ll be on Fox Business with my old friend Charles Payne today during the 2pm ET hour (likely around 2:45pm ET). We’ll mostly be talking about China/US tensions, the threat of Tik Tok, etc. Meanwhile… it’s time to play the 21st century version of TVPoww. You yell at your screen “Powell, Powell, Powell!” and if […]
Revolutionary Magnets (PLUS Trade Alert: Buying Rivian, Selling U)
“No self-control A chain reaction as my body lets go A strange kind of light The tempo takes me and the circuit excites Magnetic The rhythm of a dangerous dance (Let’s dance in the static) Suck you in twice as fast Magnetic The rhythm of a dangerous dance (Let’s dance in the static) Suck you […]
Everybody Thinks Their An Expert On Everything (And That Can Give Us An Edge!)
It’s funny and annoying how everybody seems to want to be an expert on everything and think they can achieve being so by hanging out in social media and cable new echo chambers. People really do think reading the timeline they are being fed by the algorithms on Facebook, Twitter, etc and watching two minutes […]
Stock Market Events That Mattered
Bryce Smith is my new partner but you might remember him having helped me write a book about the stock market and some Trading With Cody analysis over the years too. Ten years ago, we wrote a book called, “Stock Market Events That Mattered (Or Did They?): A Choose-Your-Own-Experience Stock Market Adventure Book” where you […]
Bear Strategies, Real Estate Damage, Why Sell NVDA Not TSLA, And Much More
Here’s the transcript from today’s Live Q&A Chat. Q. Also, are you bearish from all of the greed right now? If so, where do you like PUTS (or maybe even CALLS on things like VIX). A. I’m not sure I’m out right bearish or anything but I’m definitely not an outright bull right now like […]
Trade Alert: Trimming And Even Selling Some Here
I’m back and am pretty much full speed after that heart attack thingee I lived through a couple weeks ago. Fact is that I’m actually feeling pretty darn well and healthy at this point. I’m eating better, I don’t get to drink beer any more and on Friday I go to the New Heart Foundation […]
With Love
I am humbled and touched by the hundreds of Trading With Cody readers who have reached out to me sending prayers, good vibes and nice words after my heart attack. Thank you all for being a part of what I used to call the “Trading With Cody Community” but I will from now on call […]