Here’s the transcript from today’s live Q&A chat. And be sure to follow us on X.com (fka Twitter) @TradingWithCody. Q. What do you think the market will do if other Arab nations enter the war against Israel? A. Stocks tend to do surprisingly well during war times. I do think there’s risk of some softness […]
A Zoom Meeting About Crypto Security, Highest Conviction Longs, Starlink’s Applications, Etc
Here’s the transcript from yesterday’s brief Live Q&A Chat. Q. Cody, a couple of weeks ago you said you would investigate hard drive crypto wallets for moving your SKTL tokens from your Metamask wallet. Do you have any recommendations for doing that? A. I’ve not played with them yet. I have big plans to try […]
Remain Cautious As The Great Bubble Unwind Continues
Well, I’d said I’d send out a note from my wannabe staycation if things got crazy and here it is. It’s just relentless selling out there. Have I mentioned that we are most definitely on the OTHER side of what was a 13-year long Bubble-Blowing Bull Market? Indeed. I remain cautious and defensive overall, although […]
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 […]
Most stocks still aren’t cheap yet, Pot stocks are still bubbled, We’ll be opportunistic
In the middle of October’s stock market tanking (as I started to take some profits on the put hedges we’d been buying when the markets had been making new all-time highs in September), I wrote that “the very stretched and bubblicious valuations that are rampant from aย bottomย upย perspective (bottomย upย meaning that we’re looking at individual company valuations […]
Cannabis Bubble Redux, 1987 Crash, Chinese Stocks, Earnings and more
The major stock market indices are up about 3% from their recent bottoms and as usual after a post-panic bounce, I’ll remind you that if you were freaking out, losing sleep or just wishing you’d had trimmed more and raised a little cash when stocks were higher, that now is probably the time to go […]
The next great bubble, 4 favorite stocks right now, bitcoin sellers and more
Here’s part 3 of 3 from the transcript to this week’s Trading With Cody Interactive Live Conference Call. Q: What is your favorite stock right now? Cody: It depends on your time horizon and your risk reward. From a long term perspective, I think Amazon, the stock we discussed earlier. I would bet on Jeff […]
Call Transcript: Bubbles, balance, Black Swans and more
Click here to listen to a podcast versionย of this week’s Trading With Cody Q&A Conference Call or read on for the full transcript.ย Cody: Welcome to the Trading With Cody Q&A Conference Call #2. Letโs start with an overview of the markets. Whatโs in the headlines? Whatโs everyone freaking out about?ย What is the crises […]
Trade Alert: Google and the “tech bubble”
A friend of mine who used to be one of the producers of my Happy Hour show on Fox Business reminded me of these old clips on YouTube. In the first one, I talk about how we would likely head into another tech stock market bubble in years ahead if the Fed and the Republican […]
Trump in the Bubble-Blowing Bull Market and other notes
I spend about 1/2 an hour on the road each morning and night as I commute to my office and sometimes in the morning I flip around the SiriusXM stations to listen to CNBC or Fox Business. On Fox Biz thisย morning I heard Donald Trump on the phone with my old pal Stuart Varney and […]
App Bubbles, Gold Struggles and Elon Musk is on welfare
Remember that one of our main objectives and rules is to take what the markets gives us and let it dictate how and what we buy and sell. Long-time readers have seen me buy panics/dips and trim on euphoria/rips much more aggressively than I have of late, but that was partly because I had more […]
Trade Alert – Here comes the next tech bubble (but for now, two new hedges)
Let’s get caught back up on a bunch of our positions and recent analysis because after putting in 18-20 hour days for the last couple months subsequent to having acquiredย Scutify.comย and seeing its traffic explode, I’d pushed myself to the point of exhaustion and slept most of the last three days. There’s a huge undercurrent of […]
What happens now that the market is in a huge bubble?
First, don’t forget this week’s Live Q&A Chat at 2pm EST at TradingWithCody.com/chat. You can also email me your question to suppport@tradingwithcody.com. It seems everybody’s bullish, the markets are great, and the Federal Reserve says that we’re still in dire need of “emergency measures” like 0% interest rates (ZIRP), QEInfinity, and all kinds of other […]
Position Sizing, Fed Funds, LUNR Beast Mode, Drinks With Subscribers in NYC, More
Here’s the transcript for this week’s Live Q&A Chat. We won’t have a chat next week as Bryce and I will be on the road in NYC. We invite you all to a โDrinks with Subscribersโ on Wednesday (2/28/24) at 3:00 pm โ 4:30 pm at the Tommy Bahama Restaurant, Bar & Store located at […]
More On Immersed, RKLB, RIVN, And BLDE Earnings, And Much More
Here’s the transcript from today’s live Q&A chat. And don’t forget to follow us on X.com @TradingWithCody. Q. Thank you for the update on Immersed and the opportunity. If we invested via WeFunder and Immersed does go public, do you know how we would be able to sell our shares after the lockup? Would we […]
Musk v. Zuck, How To Buy SpaceX, Plus Thoughts On MP, WOLF, And Much More
Before we get started, we have a quick question for all of you: Do you use the Robin Hood app for trading? If so, do you like it? Feel free to respond in the TWC Chat Room or email us at support@tradingwithcody.com. Now, here’s the transcript from today’s live Q&A chat. As always, don’t forget […]
Trade Alert: Avoiding The Frauds, Finding The Opportunities
It’s sad to think about all the hundreds of billions of dollars that have been torched as Wall Street met what seemed like endless demand for new issues with a bunch of not-so-good companies. Whenever I scroll through any lists of small- to mid-cap stocks, I’m amazed at how many of them are so bad. […]
Google, Meta, Wolf, Verizon, Cramer, etc.
Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, Good morning and hope all is well with the you and family. Couple of weeks before you started adding VZ and were less convinced about AT&T. With the recent reports do you have different suggestion? A. I’m not a fan of what AT&T has […]
Trade Alert: Market’s Greed Is Back (And Getting Out Of PYPL)
If you were in pain at the recent lows when the markets were in free fall, now is the time to consider doing some trimming and some catching of your breath and making sure that you’re not too overly long and exposed to this now probably overbought market. Is crypto the tail that wags the […]
Trade Alert: I’ve Been Wrong About A Lot And Here Are Some Moves I’m Making
I need to get this off my chest. I’ve been wrong about a lot for the last year. Though I definitely got more cautious as I did a “Great Reset” and trimmed several of our positions last year and stayed defensive overall as The Speculative And SPAC Bubble started popping and then I turned outright […]