Here’s the transcript from this week’s live Q&A chat: Q: If oil should fall to near $70, and inflation seems to be coming down some, shouldn’t the Fed stop raising or even cut rates in the coming months? A. I think the Fed should and will stop raising rates for a while. Not sure they […]
Latest Positions Part 4: Content, Genes and Shorts
I’m taking the next week off from writing as I finish up my Great Reset although if something crazy happens in the markets, I’ll send something out. Otherwise, I hope you all have a great weekend. I leave you with a picture of our 1 year-old Great Pyrenees when she confiscated my seven year-old daughter’s […]
Here’s Why We Think Republic.co Is So Cool
Republic, with which I’ve partnered, is an investment crowdfunding platform open to everyone for investing in early, middle and late stage private deals across tech startups, real estate, video games, small and medium sized business (SMB) and crypto. The company is grinding 24-7-365 to bring venture capital and private startup investment opportunities to the general […]
Hear Me Speak, Democrats Love Bubbles Too, Tesla Trillion, Sell Some Bitcoin, And More
I was interviewed by Aaron Task and Stephen Alpher for a podcast earlier this week: A bubble-blowing, bull market, blow-off top phase – Cody Willard joins Alpha Trader You can also hear me talk to Sean Bill of MacroCrunch on his podcast. This interview actually took place over a year ago when I was in […]
Trading With Cody Crowd-Sourced Investment Reports on SRAC
Looks like we’re finally getting a little bit of a pullback in the markets, but whether will it turn into anything significant is yet to be determined. Steady as she goes. Let’s do this week’s Live Q&A Chat at 3pm ET today (Thursday). See you there. Come directly to the TWC Chat Room or just email […]
Latest Positions: WORK, PANW, SQ, NVDA, TSM, SEDG, FSLR, JD, BIDU
I just got scheduled to do a Fox Business hit to talk about the markets and earnings and what not today at around 2pm ET. Here is a Part 2 of 3 of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. I’ll send […]
A perfect investment, Dirty vs clean, and Baker Mayfield forgot something
Here’s the transcript from today’s very interesting Q&A chat that ran so long I broke into three parts: 1 Politics/markets/economy 2 Individual stocks 3 Cryptos 1. POLITICS, MARKETS, ECONOMY Q. Have any of your buys ever been a “10”? Just curious if this ever happened before, and which companies reached this pinnacle? A. No, no […]
Gerald Celente joins Cody to talk Blockchain Democracy, Gold, Cryptos, and The Next Crash
With the stock markets at or near all-time highs (along with complacency) I’ve been spending quite a bit of time lately (maybe more than usual!) trying to figure out what, if anything, might cause the Bubble-Blowing Bull Market to top and/or the economy to tank. In that vein, I reached out to one of the […]
Trade Alert: Selling when Wall Street buys and vice versa
Sometimes I can’t hardly believe how poetic the buys and sells of being contrarian can be. We bought Nvidia back two years ago when most Wall Street analysts hated the stock. For the last two years, I’ve repeatedly explained how Nvidia has been uniquely positioned to benefit from AI and Cloud and other Revolutions. Well […]
Chaos, Trade War, Markets, Finding New Picks, Twitter, 5G and more
I’m proud to announce The Cody Willard Show, which is a much more highly-produced, once weekly 35-50 minute live show that you can find on Facebook, YouTube, Periscope, and Twitter. We’ll be publishing it each week in podcast form on iTunes and Soundcloud. Produced and co-hosted by former Fox Business producer Chris McHugh, I think you’ll find […]
Bubbles -> Risk -> Complacency -> Greed -> Downturn -> Crises -> Crash
We’ve had years upon years of this Bubble-Blowing Bull Market (and which we positioned ourselves for with our many Revolution Investing stocks). Every sell-off has turned out to be a buying opportunity. Every panic about geopolitical concerns, or about peak earnings, or about anything else has turned out to be foolish. So people start taking […]
The Results Business, When to sell everything, analysis on Camping World, Nvidia and more
Here’s the transcript from this week’s Trading With Cody Livestream Q&A chat. Welcome to another episode of Cody Underground, also known as the Cody live Q&A stream. I think we’ll be talking about some themes for the stock market for 2018 and we’ll talk about some revolution technology themes for 2018 and taking questions. First […]
Stock market and economic themes for 2018
I sat down this weekend to write out some themes that will likely matter in 2018 and I noticed a recurring theme within those themes. I bet you do too: A continuation of Republican Democrat Regime policies that fuel corporate earnings and stock market prices with the latest even more complicated tax code with yet […]
Musical.ly app, Alibaba vs Amazon, Trump anti-trust (not) and more
First off, I have a question — are any of you using the Musical.ly App? My nieces, 10-13 years old, are abandoning Snapchat for Musically. (PS. I found this on Musical.ly’s terms & conditions: How do I report a child under the age of 13 on musical.ly? musical.ly’s terms prohibits use of the app by anyone […]
Trump vs FBI, Snap update, Why Nvidia rules the cloud and more
Click here to listen to an edited podcast version of this week’s Trading With Cody Q&A Conference Call or read on for the full transcript. Let’s talk markets. I guess right now you can’t talk markets without talking politics. Comey. Fired. The FBI Director fired by the President of the United States who is under investigation […]
Cody Kiss & Tell: New tickers on the radar, money flows and more
Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone app,, the Trading WithCody Android app or in the Chat Room. If you have any questions about our service, just email us at support@tradingwithcody.com. Q. What booth will you be at during the Traders Expo? A. I won’t have a booth at the Expo, just […]
Cody Kiss & Tell: Sony, Gold & Platinum, China stocks, TWTR, FIT and more
Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone App, the Trading With Cody Android App or at https://twc.scutify.com/members/. If you have any questions about our service, just email us at support@tradingwithcody.com. Q. Earlier today you spoke of “downstream” suppliers for VR devices, does that […]
Everything You Need to Know About The Virtual Reality Revolution (and other notes)
Stocks on My Watch List You can find a list of stocks that I’m watching for the long and short side here. I’ve been adding a few names to my Watch List for Longs and Shorts and am writing up some Revolution Analysis on each and might pull the trigger on at least a couple of […]
Cody Kiss & Tell: Trump & Clinton, Hedges, Apple calls & more
Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone App, the Trading With Cody Android App or at https://twc.scutify.com/members/. If you have any questions about our service, just email us at support@tradingwithcody.com. Q. Are you surprised by Trump and Clinton’s strength? How will each win […]
Morning notes plus Zika Virus analysis and playbook
Employment and jobs numbers come in about as expected — some strength but not really strong. I think most data points and analysis point to the Fed still going back and cutting rates and/or creating new forms of QE this year and I don’t find that set -up very bullish. LinkedIn ($LNKD) and Tableau Software ($DATA) […]