First off, we will do this week’s chat on Friday, September 29 at 12:00 pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. As a reminder, Cody will be speaking at 12:30 pm ET on Wednesday, September 27th at the Investor Symposium hosted by the Ingenuity Venture Fund in Albuquerque, NM. He’ll […]
Latest Positions: The Trillion Dollar Club, Energy Revolution, and Reshoring Revolution
Here is a Part 3 of the list of 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 […]
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 […]
SEC Crypto Lawsuits, The Mega Cap Rally, AAPL’s Vision Pro, BKSY, RKLB, And Much More
Here’s the transcript from today’s live Q&A chat. Also, don’t forget to follow us on Twitter @TradingWithCody. Q. Is your blow-over-the-top alert still valid and will we see few more market upswings? Do you recommend selling all the portfolio and waiting for the downturn (even a 10%) down from here? A. I do think the […]
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 […]
Latest Positions: AAPL, GOOG, AMZN, Energy/Materials Companies, ROK, And Shorts
Here is a Part 3 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 […]
Housing Market, Tesla’s Near-Term Problems, Gold Hedge and More
Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Where and when do you think housing bottoms? Is it 1-2 years out – 10-20% lower from here, what are your thoughts feet to fire? A. That’s a good question. There’s still a shortage of a million or so homes in this […]
Trade Alert: Remembering The Other Crashes And What I’m Buying Now
We’ll do this week’s Live Q&A tomorrow at 4pm ET using the following link so we can all talk live over video conference. I’ll post out link tomorrow in the chat room before the call starts but you can also just post your question in the chat room at any time between now and then […]
Some Stocks Have Already Bottomed, But It’s Still Precarious
Stocks are down pre-market after huge up moves again yesterday, coming on top of the big up move we saw Monday which came after the big panicky sell-off last week. Fear finally got too extreme and the markets got set up nicely for at least a short-term bounce. As I’d noted late last week: “With […]
ADBE vs SWAV, Market Path Of Least Resistance, War Is Fog and More
Here’s the transcript from this week’s Trading With Cody Live Q&A chat with two minor Trade Alerts in there. 1) I’m buying a little ADBE. 2) I’m buying a tiny bit more of RKLB. You can watch a replay of this week’s SKTLs Volunteers Zoom call here. We talked about how The Space Revolution is […]
Do We Have To Have A Catastrophic Ending To The Giant Bubbles That Popped?
In the ten days since I sent out the post called “Top 5 Reasons For A Market Sell-Off”, here’s an overview of the broader action in the markets: ARKK is down 10% Bitcoin is down 5% SMH is flat Nasdaq is 1% S&P 500 and DJIA and Russell 2000 (small cap index) are up 2%. […]
Trade Alert: Names To Nibble
APOLOGIES. THIS IS THE CORRECTED VERSION FINALLY! NOT MUCH CHANGED except that I fixed a couple typos and added links to the videos. Sorry for the version published earlier that had typos. Ah, the economy and the markets sure seem like they are in a tough spot right now, eh? And it might be a […]
Latest Positions: Social, Trillions, Semis
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: Forever Assets, Tesla, Space And Defense
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. Back in August, I wrote about how back in April, I wrote: “The many charts that had become hockey sticks are now looking sort of like the rocky […]
Economy And Markets Analysis: This Ain’t Goldilocks Anymore
The markets sure got ugly last week. While I continue to think that the biotech sector has some interesting opportunities that I’m working on and have started buying a couple new biotech names lately, I’m not in any rush to load up on stocks even as the pullback has kicked in during what has almost […]
Latest Positions: Energy, China, Cloud, Shorts
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 1pm ET Saturday (yes, Saturday, because tomorrow my wife and I are running Amaris up to […]
Latest Positions Part 1: Real Estate, Space, Tesla, Bitcoin
Here is Part 1 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Back in April, I wrote: “The many charts that had become hockey sticks are now looking sort of like the rocky mesas in northern New Mexico […]
Inflation, Shorts, Uber, QCOM Goes Cars, And More
Here’s the transcript from this week’s Trading With Cody Q&A Chat. Q. Hi Cody. It seems like inflation fears are abating lately, what’s your feet to fire take on interest rates for this year & next? Thanks. A. F2F, I’d guess interest rates will slowly climb higher for the next few weeks and then they […]
A Wide-Ranging Stocks, Cryptos, Economies Q&A Transcript
Cody: Hello everybody. And welcome to a special well edition of The Trading With Cody weekly, Zoom weekly chat, this one being a Zoom version. We do this occasionally. Look let’s just discuss the broader markets as we always we do at the beginning. Clearly, the market’s going to be down this morning with Amazon […]
Why Bother Working When Trading Is So Easy?
You’ve probably heard about all the people who are trading stocks based on two acronyms that aren’t even that clever: FOMO (Fear of Missing Out) and YOLO (You Only Live Once). I just searched Twitter for both terms with the word “stocks” included and here’s what it found: But I have a proposition for […]