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 […]
What does it mean to be a Revolution Investor?
First off, let’s do this week’s chat tomorrow at 1:00 p.m. EDT in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Also, I gave Bryce carte blanche to write an article for us about three hours ago. And this is a brilliant piece of analysis about Revolution Investing that he wrote for us. […]
Is AI A FAANNG Killer? TSLA Thoughts, UBER Valuation, META’s New Headset, 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. Did you see Bill Gates’s comments on Amazon with regards to AI? I know you’re not bullish on the FAANG stocks and see limited upside but we’re still holding on to Amazon. Any credence to what […]
Trade Alert on QCOM, Plus Inflation/Retail Pain, INTC’s “Good” Test Results, And Much More
First off, let’s do this week’s chat today at 3:00 EDT in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Secondly, we are selling the rest of our QCOM as the stock has rallied strong after crashing following disappointing quarterly results. QCOM has been a big winner for after we started buying it in […]
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 […]
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 […]
How To Invest In The New Revolutions That Will Change The World
“Honey, I know, I know, I know times are changingIt’s time we all reach out, For something new, that means you too You say you want a leader, But you can’t seem to make up your mindI think you better close it, And let me guide you to the purple rain” — Prince And The […]
Latest Positions: Crowded Semiconductors, Enterprise Software, and META
Source: ABC News. How about that Starship launch today? That was absolutely incredible. Seeing that gigantic rocket lift off and travel so high in the atmosphere was truly inspiring. As you all know, the fact that this thing did not blow up on the launch pad was a huge success by SpaceX standards. And I […]
RKLB’s Neutron Dance, CRE Crashing, SVB Bailout, 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. With rates confirmed to stay all year, what’s your sentiment towards the market? Do you like any shorts/options on things like TLT, GLD, QQQ? A. I’m not very dependent on the Fed’s commentary about rates for my […]
WRONG!
“Intelligence alone doesn’t mean a damned thing. Here in your university, intelligence, education, knowledge, have all become great idols. But I know now there’s one thing you’ve all overlooked: intelligence and education that hasn’t been tempered by human affection isn’t worth a damn. Don’t misunderstand me, intelligence is one of the greatest human gifts. But all too […]
Bank Contagion, Bond Investing, META Thoughts, And Much More
Here’s the transcript from this week’s live Q&A chat: Q. Can you give us the state of the market now? Do you think the bank withdrawal contagion will spread further and even some large banks’ balance sheets need to be revised? A. It’s not just the withdrawals contagion risk that’s the issue here. There’s also […]
China/US Conflict Potential, AI Hype, James Dean, And Much More
Here’s the transcript from today’s live Q&A chat: Q. Does potential for conflict with China concern your investing in TSM or other China/Taiwan based companies? Would you advise to buy INTC instead? Any thoughts on NVDA since you sold in the hedge fund? Thank you! A. I own both TSM and INTC and they don’t […]
Trade Alert On ORGN And Where We’d Buy More of Our Current Positions
We are moving on from ORGN. It is a speculative stock and we will certainly keep it on our screens, but in the quest for doing ever better we pitted all of our longs against each other and ORGN just didn’t stand up to the rest of the field. Also, here’s a table of our […]
Trade Alert: Trimming And Even Selling Some Here
I’m back and am pretty much full speed after that heart attack thingee I lived through a couple weeks ago. Fact is that I’m actually feeling pretty darn well and healthy at this point. I’m eating better, I don’t get to drink beer any more and on Friday I go to the New Heart Foundation […]
A Framework For Successful Revolution Investing And Avoiding Black Swans
Before we jump in, and more on this below: I’m taking most of the rest of the profits on these call options that we bought a few weeks ago when the markets were near those recent lows that seem so far away now… Now, onto the column. It’s very important to have a baseline outlook […]
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: 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 […]
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 […]
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: 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 […]