Keeping track of one’s analysis, reasons for making trades and other records are key to long-term outperformance. It’s incredibly helpful to go back and look at your thoughts. If you haven’t been doing this, maybe start now. Whenever you make a trade, jot down a few notes to remind yourself why. Now that I think […]
The Electricity Revolution, The Election’s Market Impact, Cannabis, Etc
Here’s the edited transcript from this week’s Live Q&A Chat from Zoom. Lots of market commentary including a discussion about the election and its likely impact on the markets, some heavy politics, lots of investment strategy discussion and more. Cody: Before we even go to stocks, yesterday, I did a call, a conference, a panel, […]
Trim Stuff You Were Losing Sleep Over Last Night
On the flip side of yesterday’s Trade Alert in which I suggested covering some shorts and/or nibbling some longs, if there are any names you’d wished you’d trimmed more of when the markets were closed at their lows yesterday, now’s a good time to do so. If you were losing sleep last night over any […]
Latest Positions Part 3: P/E Ratios Matter Too
For this week’s Live Q&A Chat, tomorrow at noon ET, we’ll use Zoom video. Here are the details to join. https://us02web.zoom.us/j/89076435567?pwd=c1VEelN1dDhra2pKc3Z0T2NCaitjZz09 Meeting ID: 890 7643 5567 Password: 449982 One tap mobile: +12532158782,,89076435567#,,1#,449982# Here is a Part 3 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with […]
I’m Seeing More To Sell Than Buy, Stocks Vs Bitcoin Vs Gold, Could Covid Be Bullish Long-Term, And More
Here’s the transcript from Friday’s video version of our Live Q&A chat. You can watch the video in its entirety here. Also, I’m supposed to do a Fox Business appearance from Ruidoso Monday around 10am or so. Cody: Hello everybody and welcome to another weekly Live Q&A chat for Trading With Cody. Look, market’s down […]
Why they shut down the economy, Capitalism was already dead, Cash Strategies and More
Here’s the first part of the transcript from this week’s Live Q&A chat, featuring discussions on the economy, markets, politics and cash strategies. Cody: All right, everybody. Welcome. Thank you for joining. My biggest problem with the markets is I just can’t get my head wrapped around that there’s a lot of potential upside right […]
Recession Chances, V Or U Rebound, Is This A Bear Market, And More
Quite a rebound from this morning’s panicky lows where we were buying/nibbling/covering, but the week isn’t over yet, is it? Be careful out there. Here’s the transcript from this week’s Live Q&A Chat. Q. Cody: what are the chances we slide into recession? How small companies will weather the slowdown from the virus? Is there […]
Takeaways from SALT in Abu Dhabi: A world in search of growth
Money might make the world go round, but growth makes the economy and markets go up. That’s one of the takeaways from my time at the SALT conference, put on by my old pal Anthony Scaramucci and his Skybridge Capital firm and which they bill quite accurately as “global thought leadership forum fostering collaboration at […]
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 […]
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 […]
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 […]
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 […]
Trade Alert: Hospital, hedge fund, rallies and emotions
My gosh, it’s been a wild month and two days. I woke my wife up at 4am on December 27 because Amaris wasn’t breathing quite right and she went into the hospital 170 miles away that day. She’s still in there and today they told it would be at least another two weeks before we […]
Scars, risks, trades, Stellar, Verizon and more
Here’s the transcript from this week’s Live Q&A Chat, including a discussion about how scars can shape our risk tolerance, a short-term trading request (think gold, baby), what the biggest risk to Stellar Lumens is and more. Q. Hi Cody: I always like reading your updates, and I have been a subscriber of your service […]
Why I probably won’t ever invest in Tesla, an update on the Great Crypto Crash and more
Here’s an unedited transcript for this week’s episode of The Cody Willard Show, including an update on The Great Crypto Crash, Why I don’t own Tesla and probably never will and much more.. You can watch a replay this morning’s show on Facebook here or on YouTube here. The Cody Willard Show is my once weekly 45-50 minute live show that […]
Avoid FANG complacency, eSports Revolution, Avoiding Questionable Valuations, and more
Here’s the transcript from this morning’s Live Q&A Chat in the Trading With Cody Chat Room. Reminder that we’ll do The Cody Willard Show tomorrow at noon ET. The Cody Willard Show is my once weekly 45-50 minute live show that you can find on Facebook, YouTube, Twitch TV, Periscope, Twitter and elsewhere. We also publish it each week in podcast form on iTunes,Soundcloud and Stitcher. I’ll answer a […]
The Cody Willard Show Part 2: How much cash?, 10-baggers, FB now and Crypto in Divorce
Here’s “Part 2: Markets, Stocks and Cryptos” of the transcript for this week’s episode of The Cody Willard Show . You can read “Part 1: Politics” of the transcript here. You can watch this week’s full episode on Facebook here or on YouTube here. The Cody Willard Show is my once weekly 45-50 minute live show […]
Trade Alert: Storage Non-Wars (and pics from the Red River trip)
I’m back from a great trip with the family. It’s hard to take Amaris to a hotel, as we have an oxygen concentrator and other equipment that we’d have to haul in and out of the room. And with all the time my wife (she misses more work than me) and I miss with Amaris […]
Cryptocurrency crash begets revolution, Genetic bioengineering stocks, Solar Edge barrage and more
Here’s the transcript from this week’s Livestream Q&A Chat. You can watch a replay of this Livestream Q&A Chat on Facebook. Cody: Alright, welcome everybody to another episode of Cody Underground, Trading With Cody live Q & A. I’ve got all the answers. Let’s get rich quick, right now everybody. Buy cryptos! Just kidding, just kidding. No […]
Triple digit annualized returns
My dear Trading With Cody subscribers have spoken and I have heard them tell me loud and clear that you find this list of “Where I’d buy more of each of our positions” one of your favorite parts of their Trading With Cody subscription. This list, along with the Latest Positions Round Up posts, Trade […]