"Man just wants to forget the bad stuff, and believe in the made-up good stuff. It's easier that way. - A commoner in the play Rashomon. One of my favorite plays/movies, and one told in flash backs. (It'll make sense below). Some day I'll have to write up some analysis about how understanding the concepts of different perspectives that Rashomon teaches us can also help us when … [Read more...] about Latest Positions: Cloud Revolution, Energy Revolution, China Middle Class Revolution
Positions
Latest Positions: Driverless, Social and 5G Revolutions
Here is a Part 1 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. I'll send out Part 2 tomorrow and will finish up Part 3 Wednesday. (And in the meantime, don't forget to join me Tuesday morning at 10am ET for this week’s Live Q&A Chat. Come directly to the TWC Chat Room or … [Read more...] about Latest Positions: Driverless, Social and 5G Revolutions
Latest Positions: Analysis, ratings, graphs and more
I got back from NYC and to Ruidoso NM at about 3am Saturday morning -- The Tesla sure makes the 170 mile drive from the airport in Albuquerque easier than it used to be. Lots of interesting meetings and experiences on the trip and I'll be writing about all of it this week. But in the meantime, as promised, here is a list of my latest personal portfolio positions and most of the … [Read more...] about Latest Positions: Analysis, ratings, graphs and more
Latest Positions with quotes from Nikola Tesla
"There is something frightening about the universe when we consider that only our senses of sound and sight make it beautiful. Just think, the universe is darker than the darkest ink; colder than the coldest ice and more silent than a silent tomb with all the bodies rushing through it at terrific speeds. What an awe-inspiring picture, isn't it? Yet it is our brain that gives … [Read more...] about Latest Positions with quotes from Nikola Tesla
Trade Alert: Latest Positions with flashbacks (and quite a few trims)
Don't forget this week's Live Q&A Chat tomorrow morning at 7am ET in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. You'll notice there are several trades (marked in bold) that I'm making, … [Read more...] about Trade Alert: Latest Positions with flashbacks (and quite a few trims)
Trade Alert and Latest Positions: Analysis, ratings plus other ideas
Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Can I just say, sometimes I feel a lot of pressure to deliver. I do my best guys, but I will make mistakes and be wrong sometimes, of course. A couple of notes first. I've actually been buying a few T-Mobile (stock ticker: TMUS) … [Read more...] about Trade Alert and Latest Positions: Analysis, ratings plus other ideas
Latest Positions Round Up (and a Trade Alert too)
Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. But first, a Trade Alert noting that I'm going to sell my SNE this week. It's been a great run, as we've ridden Sony for three and a half years from the mid-teens and trimmed a few shares along the way, including most recently when … [Read more...] about Latest Positions Round Up (and a Trade Alert too)
Latest Positions, including a few Trade Alert updates
Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. I’ve broken the list into Longs and Shorts. I've further broken the list down in order of highest-rated to lowest-rated (I'm no longer going to break down down each list into refined categories in order from the largest … [Read more...] about Latest Positions, including a few Trade Alert updates
Latest Positions: What a difference 90 days and a 20% pullback in the stock markets make
Last time I did a Latest Positions Update, in late September, I wrote this: "There’s a lot of momentum in this and other long-held Revolution Investments of ours, which is a function of how well they’ve performed in the last few months and years. Momentum money will rotate away from these names eventually, if only for a few weeks or months, even in a Bubble-Blowing Bull … [Read more...] about Latest Positions: What a difference 90 days and a 20% pullback in the stock markets make
Cody’s Latest Positions: Equities, gold, cryptos and so on
Here is a list of my latest positions with updated commentary and ratings for each position. I’ve broken the list into Longs and Shorts. And from there, I’ve broken down each list into refined categories in order from the largest positions within each category to the smallest. I also give each stock a current rating from 1 to 10, 1 being “Get out of this position now!” and … [Read more...] about Cody’s Latest Positions: Equities, gold, cryptos and so on