Here’s the transcript from today’s live Q&A chat. Also, Bryce and I are going to be in NYC next week and I’ll be appearing on Fox Business with Charles Payne on Tuesday sometime around 2:00-3:00pm ET. And don’t forget to follow us on Twitter @TradingWithCody! Q. We have some good gains and the market seems […]
EV Facts To A Candid World
“…let Facts be submitted to a candid world.” -Excerpted from the Declaration of Independence. Let’s start with a quick trade alert: we trimmed a tiny bit of RIVN today. Also, let’s do this week’s chat Wednesday at 3:00 p.m. EDT in the TWC Chat Room, or just email your question to support@tradingwithcody.com. As you all […]
Market In Rally Mode, UBER’s Ad Business, TSLA Cybertruck Timing, And Much More
Here’s the transcript from today’s live Q&A chat. As always, don’t forget to follow us on Twitter @TradingWithCody. Q. This rally has been incredible; especially in our names. What is driving this rally? AI? Earnings growth optimism? Eventual rate tightening? Optimism that the recession won’t be that bad? Market looking six months ahead? All of […]
A Review And Update Of Our 2023 Investing Playbook
The markets reversed and most stocks are down big from their highs from [checks notes, checks the charts] uh, yesterday morning. TSLA down 7%, QQQs are down more than 3%, IWM is down more than 4% and the SMH semiconductor index is down nearly 5% since [checks notes, checks the charts] uh, yesterday morning. The […]
Fed Rate Hike, Debt-Ceiling Thoughts, WOLF, QCOM, 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. Do you think the Fed has to stop raising? A. I think Powell is completely lost and in over his head and isn’t going to get his shit together ever. From “inflation is transitory” to “the banking […]
Trade Alert: Two Trims, Fed Prediction, And ChatGPT Helps Me Write a Wall Street Comedy
A few notes to turn through for today. Also, let’s do this week’s Live Q&A Chat at noon ET tomorrow (Wednesday). First off, I’m selling DOCU and SHOP and removing them from the portfolios for now. I still like both companies but I’m want to free up that capital as we are digging deep into […]
Even Extremes Are Cyclical
Amaris is back home. Thanks for bearing with me while I spent some of the last few days and nights with her at the hospital. I sure won’t complain about that though, as she is home and healthy again. My wife is such a rock and she finally might get a night or two of […]
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 […]
Most Hated Man/Stock In The World, Oil Crash Helps Everyone But Oil Cos, Need More Crypto Washout & More
Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Are you buying anything? A. Not doing much buying of anything outright right now. I’ll send out another “Where I’d Buy More” list soon but most of the prices I’m interested in buying at are still close to what they were the […]
Big Cap Tech Faves, Mucho Musktigue, The Cody-Bat-Computer and More
I leave you all with a shot of the moon that I took the other night through my new 10″ Celestron telescope using my iPhone 11. I’ve ordered a camera that’s made to take space pictures through the telescope and I’ll be sharing more of those soon, I hope. To the moon! Here’s the […]
Trade Alert: Fear In The Air, Here Are The Trades I’m Making
You can smell the fear building in the air on Wall Street. And there’s the stench of fraud, silliness and stupid cryptos rotting away. This is exactly what I’ve been saying I expect will happen in the crypto industry for the last year with 99.99% or more of the current batch of cryptos being silly, […]
My Buffett Stocks, Starlink Vs The World, Markets Commentary, And MUCH More
I had a few typos on that recent “Where I’d Buy More” spreadsheet because I was rushing it out to get to an appointment that day and I apologize. I have people who offer to edit my posts before I send them out but by the time I write these things up, I want to […]
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 […]
Trade Alert: A Basket Of Promising-But-Hated VC-Like Stocks, Covering Lots of Shorts
With markets touching their crashed lows from a few weeks ago and with many, many stocks at new 52-week lows and with so many names down big and so few names up at all for days on end… well, we’re finally getting some real fear built into the markets, though I’m not sure that excess […]
Why Bearishness Is Bullish, 50 Years Of DJIA Gains, Space Competition Vs Bureaucracy, Intel Info, Much More
Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Good Morning Cody. I’ve heard institutional money bought 3 times more puts than the did in 2008. Not sure if this is true or not, but what say you sir? A. It’s pretty much true by the way they measure it, but […]
Some Extreme Thoughts On The World’s New Economic Paradigm
ex·treme /ikˈstrēm/ adjective 1. reaching a high or the highest degree; very great. “extreme cold” Similar: utmost uttermost very great greatest greatest possible maximum maximal highest ultimate supreme paramount great acute major intense enormous severe high superlative exceptional extraordinary Opposite: slight 2. furthest from the center or a given point; outermost. “the extreme northwest of […]
Finding The Next Apple
You’ve got your ball You’ve got your chain Tied to me tight tie me up again Who’s got their claws In you my friend Into your heart I’ll beat again – Dave Matthews Band Let’s update our numbers on the sell-off since I sent out the “Top 5 Reasons For A Sell-Off” post 22 days […]
Trade Alert: Markets Tanked On Cue, Here’s The Plan Now (And A New Nibble)
We are deep into the market pullback that I was expecting for the last couple weeks. It’s not quite panicky (yet?), but there are plenty of those formerly highflying speculative tech stocks that are down 30-50% or more since I started calling for the market to pullback like this. To update the data from the […]
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%. […]