By numbers. By mirrors. By water.By dots made at random on paper. By salt. By dice.By meal. By mice.By dough of cakes.By sacrificial fire. By fountains. By fishes.Writing in ashes.Birds. Herbs.Smoke from the altar. A suspended ring or the mode of laughingPebbles drawn from a heapOne of these thingsWill tell you something. Let’s tell the […]
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 […]
Trade Alert: Avoiding The Frauds, Finding The Opportunities
It’s sad to think about all the hundreds of billions of dollars that have been torched as Wall Street met what seemed like endless demand for new issues with a bunch of not-so-good companies. Whenever I scroll through any lists of small- to mid-cap stocks, I’m amazed at how many of them are so bad. […]
Trade Alert: Taking Some Profits (And Some FTX Analysis)
A few housekeeping items. First, next time I feel compelled to apologize for my stock picking, remind me to load up on everything we own. The markets, and most all of our picks, exploded upwards after I sent out that recent note that included buying cloud stocks in the midst of it all. The Trade […]
I Apologize For The Poor Performance (And Trade Alert: Cloud Stocks)
I’m sorry that my stocks have picks have been so bad lately. I haven’t been able to find many, if any, good Revolutionary investments lately. We’ve been living through a crash in tech stocks that rivals what we saw after the dot com bubble popped. While I’ve been extremely defensive and cautious for a long […]
Trade Alert: Officially Out Of TWTR, Thoughts On Meta
I’d mentioned before that I “expect that Elon will end up buying the shares I’ve owned in my personal account from me.” Well, today’s basically that day. I’ve sold TWTR out of my personal account, locking in long-term gains from our original purchase at $14. If you’d like to hear more about my thoughts on […]
Trade Alert: Trimming Some Exposure Into This Rally As The Volatility Continues
It’s that time in this bear market when I once again remind any of you that if you were losing sleep or in pain at the lows [checks calendar] four days ago that now is a good time to do some trimming. And if you have some stragglers in the portfolio that are down big […]
Trade Alert: Cleaning Up The Portfolio As Rates Continue To Rise
A few housekeeping items to start here. I’ve been scaling out of IBB, XBI and JD, taking gains on all of them, the prior two being short-term gains and the JD position being one we have owned for years. I still think biotech might be a pretty good sector to be in for the next […]
Where I’d Buy More Of Each Of Our Stocks
Sure feels like a lot of pent up emotions from both bulls and bears right now. Who do you think is more scared right now, the bulls or the bears? You can post your answer on the twitter poll I just posted by clicking here. Here’s where I’d buy more of most of our stocks: […]
Trade Alert: Everybody Knows This Market Sucks. What Will They Know In Six Months?
Everybody knows that the dice are loaded, Everybody rolls with their fingers crossed Everybody knows the war is over, Everybody knows the good guys lost Everybody knows the fight was fixed, The poor stay poor, the rich get rich That’s how it goes, Everybody knows Everybody knows that the boat is leaking, Everybody knows that […]
