Here’s how I am starting to buy the tiniest bit of SKTLs Space Debris-Cleaning cryptocurrency tokens, and you can too even if you didn’t get any of the free airdrop. To be clear, I am only buying the tiniest bit of SKTL tokens using maybe like 0.01% of my risk capital and I don’t think […]
LAUNCH SUCCESS! The SKTLs Space Tokens Have Airdropped
The No BS Market remains the theme. Be careful, but I did do a little nibbling on some ROKU around $95 a share today. In the hedge fund, I covered a little bit of some shorts. Mostly sitting tight still waiting for these pitches to get better, as we have been for a long while […]
Fed BS, Fear Is Always Wrong, Roku Is The Anti-Netflix, ETH Vs Bitcoin, And Much More
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
The Other Side Of The Bubble: Analysis For Stocks, Crypto And Bonds
I had a very insightful and fun trip to NYC last week. The crypto regulations event that I chaired was full of people who want clarity from the various regulating bodies. It seems clear to me, at least at this point, that the US is definitely, as usual, in the lead on this, mostly because […]
Real Estate Outlook, Space, Crypto, Gold Coins And More
Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Cody, is recession imminent for Europe and the US in the next few months? A. 30-40% chance for the US, 60-70% for Europe. Q. With home sales starting to show some signs of slowing in various markets, what’s your outlook on the […]
This Will Get Worse: The Crypto Event I’m Hosting (And A Stock Market Note)
Markets got ugly again today. I covered quite a few shorts and bough a little more TWTR (and some TWTR calls dated out a month or two, 10-20% out-of-the-money strike prices) in the hedge fund. Did nothing in the personal account. Remember how I remind you of the Anti-Trade Alerts that it’s often the best […]
Trade Alert: Betting On Indirect Brilliance
One of my best go-to principles of investing is to, as I’ve written about many times in the past, “Always Bet on Brilliance.” I wrote this when we first started buying Tesla back at around $50ish a share three years ago: “I have one name I am adding to the portfolio — and it’s another […]
Elon’s Twitter, Tesla Tokens And Other Strange Tales
Here’s the transcript from this week’s Live Q&A chat. Hi everybody. Long night and morning at my house as I was on Amaris duty last night while the electricity decided to go off four different times last night. With all the equipment and breathing apparati in her room, it’s a bit of a challenge when […]
Be Patient And Don’t Stress — But Be Disciplined
Sometimes I get so tense but I can’t speed up the time, But you know love there’s one more thing to consider Said “woman take it slow and things will be just fine”, You and I’ll just use a little patience — Guns n’ Roses It didn’t take but two days for the fear to […]
Fog Of War And Dislocating Prices Are Not Good For The Markets
We’ve mostly made it through the Covid Crisis At Home, as Lyncoln and Lori have both mostly fully recovered while Amaris and I made it through testing negative and without symptoms. Lori’s 79 year-old father is still struggling with symptoms. Let’s talk about the economy and markets here. If my theory has been that the […]
Trade Alert: Taking Some Profits + Un-Globalizing The Economy, Stocks Vs Real Estate And More
Before I jump into the questions, let me say this — if you were losing sleep or otherwise stressing out about your stock account at the lows late last week, now is the time to readjust your portfolio. Take a little off on your some of your larger positions, especially if you have one or […]