Here’s the transcript from this week’s Live Q&A Chat. You’ll notice that I’m moving on from DVAX as it was a play on the vaccine and it’s failed to accomplish any traction in the Covid vaccines. Q. An “economist” just said we lost 1.4 million state and federal jobs since COVID and we need to […]
Trade Alert: Africa Is Ready For Economic Revolution And A New Name For The Portfolio
Last year, when I reversed my Tesla bear stance, turning bullish and then pounded the table over and over and made TLSA my biggest position at a split-adjusted $50 and finally making it a rare 9+ rated stock when it was below $40 — that’s why guys pay for this service. Fast-forward to today and […]
Alien Technology, Market Predictions, Bitcoin Party, Etc
Here’s the transcript from this week’s Live Q&A Chat, which was light on questions. The Q&A is not like this when stocks are crushed and set up as a good buying opportunity. Another contrarian data point about the stock markets. Q. Cody: what’s your opinion on extraterrestrials and sequestered technology? Seems to be becoming a […]
Trade Alert: Snap And The Importance Of Valuations
What a quarterly earnings report from SNAP. What a move in all the big social media stocks. Let’s look at some of our long-term SNAP analysis here along with some of our other history with social media and other tech stocks that have been so wildly outperforming this year and get a sense of why […]
Social Censoring, Unlimited Energy, Math Weapons, Age Reversal And More
To clarify something from yesterday’s Trade Alert, the stock symbol I’ve started nibbling on is FVAC. Here’s the transcript from this week’s Live Q&A Chat. Q. Should I be concerned that if Biden becomes President, he would back track some of the policies set in place by Trump’s administration to bring back rare earth mining […]
Trade Alert: The Long-Awaited Rare Earth Long Idea
“I would not give my rotating field discovery for a thousand inventions, however valuable… A thousand years hence, the telephone and the motion picture camera may be obsolete, but the principle of the rotating magnetic field will remain a vital, living thing for all time to come.” – Nikola Tesla I love me some Nikola […]
Vaccine Trial Anecdote, Battery Day Sell-Off, Precious Metals, Stock Q’s
Well, as we saw TSLA get slammed from the $450 level it was at heading into the much hyped Battery Day event — well, that’s why I talked about hedging it so often. Recall that TSLA got slammed after last year’s Full Self-Driving Day. The stock is up huge since those lows of course. As […]
Don’t Be A Chicken In A Market Full Of Them
You ever been around chickens? I hadn’t spent much time around chickens since the days when I was a kid and my dad was a vet and a friend from down the road kept some chickens at our farm house for a year or two. But others in the midst of the pandemic, we had […]
On The Virtues of Sitting
For years I’ve preached that we’re not in a bubble, but it sure feels and looks like we are in one now. Is it only a matter of time before the market resets some of the valuations back down to more historical levels? Or is it possible that we are entering a new phase of […]
A Vaccine Stock Strategy, The Future Of College, Bitcoin Better Than Gold, Etc
Here’s the transcript from this week’s Live Q&A including a couple trade alerts. Q. Cody, with the significant pull back in tech, should we start nibbling? I never nibble on a Friday on the way down but maybe start next week? Or let AAPL, et al report first? Thanks. A. Well, let me put it […]
Latest Positions Part 5: The Remaining Longs, Shorts, Crypto (plus TSLA earnings)
Here is a Part 5 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. Let’s do this week’s Live Q&A Chat today at 1pm ET Friday. Come directly to the TWC Chat Room or just email us your question to support@tradingwithcody.com (video […]
Broken Record Stock Market, Masks Suck But So What, CSCO’s My Fav Stock, And More
Cody: Well, it might be fun at some point to do a musical Trading With Cody Q & A, sample some of each other’s music. I don’t know if I want to hear your guy’s music, but maybe you want to hear mine. I doubt it. Nobody really ever likes anybody else’s music. Do you […]
Covid Vaccine Discussion, Republic’s Crypto Note, Cashlessness, Covid Stocks Spreadsheet and more
Here’s the transcript from this week’s Live Q&A chat where we talk the potential for a vaccine to help the world, whether airline and cruise stocks are in more trouble, anti-trust hearings and much more. Q. Hi Cody, Is the market movement higher assuming a vaccine by end of year/early 2021? What’s your take on […]
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 […]
Fast & Furious Earnings Season: Have The Tuna, No Crust.
“I live my life a quarter mile at a time.” – Dom Toretto | The Fast and The Furious (2001) It’s earnings season and the reports are flying fast and furious all around this week. So are the stocks. I’ve never seen a Fast & Furious movie. I tend to live my life, like, a hundred miles […]
Latest Positions: Splunk, Spotify, Sony, Cryptos and Shorts
Here is a Part 5 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. Let’s do this week’s Live Q&A Chat today at 1pm ET today (Friday). Come directly to the TWC Chat Room or just email us your question […]
Coronavirus Can Benefit Revolutionary Companies, China Needs Friends, Disney+ Saved DIS, and More
Here’s the transcript to this week’s live video Q&A chat, organized by trends/markets/politics, then strategies and individual stocks. Subscriber: Thanks for all your writing these last number of years. You’re into revolutionary stocks, and also of course stocks that have great business models. It seems like a lot of your stocks are in a really […]
Strategies For A Bubble-Blowing Bull Market Rally On Steroids
Gravity can’t keep me in place, Gravity won’t let them escape, Gravity still laughs in my face. – The Muddy Souls What’s driving this latest rally that’s gone into overdrive in our long-going Bubble-Blowing Bull Market? Let’s analyze and strategize. It’s essentially a gravitational force that is pulling down on trillions of dollars worth of […]
Latest Positions Part 3: FANG, DIS, Space Stocks, Defense, Crypto, Shorts
Markets were nasty today with coronavirus fear. I’d rather nibble some of what we trimmed or cover some hedges than panic with the markets right now. In the meantime, here is Part 3 of 3 of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each […]
Ten year Tech Revolutions, Stocks I’d buy now, Who’s more scared? and More
Here’s the transcript from this week’s Live Q&A Chat. Be sure to hit reply to this email and let me know your answer to this question: “Who’s more scared right now, the bulls or the bears?” Q. In 2008 I was smart enough to sell stocks before the crash. However, instead of buying back, I […]