The line it is drawn The curse it is cast The slow one now Will later be fast As the present now Will later be past The order is rapidly fadin’ And the first one now Will later be last For the times they are a-changin’ — Bob Dylan He’s right you know? Let me […]
Surviving The Crash Brings The Opportunities To Find Stocks That Go Up 100x
Here’s part of what I sent out to my hedge fund investors in a letter yesterday. The markets yesterday tried to put in the kind of “abrupt ending” to the crash that I mention in the write-up (I wrote this over the weekend and finished up early yesterday when the markets were still tanking). Obviously […]
Inflation/Deflation, War, ARKK And More
Here’s the transcript from this week’s Live Q&A Chat. I’ll be in Austin with Amaris and my family for a few days for Amaris physical therapy and unless something crazy in the markets happens, I probably won’t be able to write up and send out anything while I’m there. Q. @ Cody, I had asked […]
Year Review And Predictions For 2022 (+ Trade Alert: Basket Of Beaten Downs)
Over the past week, I’ve started a basket of some beaten-up names that I think look like they could bounce here into year-end and/or into next year. I’m keeping it small but I did nibble some of the following names for this high-beta/high-risk Basket Of Beaten Downs: CGC, KD, IONQ, ORGN. I’ll write up a […]
Searching For The Space Revolution Stocks That Will Be Worth A Trillion Dollars (Trade Alert)
Well, it was a bit of a wild week after my littlest daughter, Amaris, ended up in the hospital on Saturday before getting back yesterday. She’s doing well this morning but I had to rush home again last night to help take care of her as she was not holding down any fluids. I apologize […]
(Very Speculative) Trade Alert: The Helium Network
Even as I am pretty much bearish on most cryptos, like 99% of the crptos that exist right now, I found one I want to get started on. Here is that story. Long time subscribers have have heard me say hundreds, if not thousands of times that I like to find Revolutionary ideas and invest […]
Latest Positions Part 5: The Others, The Shorts, The Cryptos, The Bubbles
Here is Part 5 of 5 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Longs – ROKU Roku Inc. (7) – Not much has changed with Roku since my prior Latest Positions report. Its price is almost exactly back […]
Virtual Worlds, Virtual Reality and Real Money
Roblox, a Unity competitor, came public yesterday. My team and I did a bunch of analysis on it and the entire sector of VR platform development and here’s what we came up with. Battle Royale, Or 3 Kings To Rule Them All? We all know gaming platforms have taken on a different operational mode in […]
Hedging Inflation, Bitcoin And Ether Buy Targets, And Lots Of Stocks
Here’s the transcript from this week’s Live Q&A. Q. Cody, unfortunately got crushed this week as my portfolio is down 13% over the last couple of weeks. What are your thoughts right now on SRAC, JMIA, TSLA? Buy, Sell, or Hold? In your opinion, how much farther can this market fall? A. Let’s slow down […]
Buying U Stock, 5 Potential Black Swans, Bitcoin Advice from 2013 And Much More
In the Trade Alert I sent out earlier today, I neglected to mention the symbol of Unity Software, my new platform play on the Virtual Reality and Gaming Revolutions. The symbol for Unity Software is simply the letter U. Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, lots of talk about interest […]
Trade Alert: A Must-Own Virtual Reality And Gaming Platform
I like to buy platforms, as I’ve explained many times over the years. Buying platforms enables you to bet on the success on all the companies and ideas and concepts that get built upon the original platform. Which leads me to a company I want to invest in called Unity Software that provides software solutions […]
Don’t Lose Sleep In This Blizzy Blizzy Bizzle Boop Market
The market pulled back! Oh my goodness. I thought stocks only went up. The question remains whether or not this is the beginning of the end, even if the end is a whimper leading to a slow grind lower over several months and not necessarily a crash. That said, I don’t quite hate the markets […]
Trade Alert: Everything Is Exactly What It Seems
Everything is exactly what it seems She’s not hiding wings beneath her leather jacket Everything is exactly what it seems Making my way downtown through the haze I thought I’d figure out how to change But you never change Everyone is exactly who they are You’re not straying far from who you were in high […]
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 […]
The Long Arc Of Justice Will Come For The Markets And Everything Else Too
Last week, I held a Zoom call with my hedge fund partners since we can’t get together for a retreat or anything fun like that during the Coronavirus Crisis. We talked about valuations comparing ZM to TSLA, what can make the markets go down, how 2020 is a lot like 1920 and other things. Here are some […]
The Hedges Revisited (With Amaris), GM’s Tied To NKLA Now, Golf Vs Investing, More
NFL starts tonight. I am excited because, even though I’m not the biggest sports fan in the world, I do enjoy watching the NFL and anybody who cares about sports at all is still starved for some sports. I bet $100 on the Texans to win the Super Bowl. Pays five grand if they do […]
Trim Stuff You Were Losing Sleep Over Last Night
On the flip side of yesterday’s Trade Alert in which I suggested covering some shorts and/or nibbling some longs, if there are any names you’d wished you’d trimmed more of when the markets were closed at their lows yesterday, now’s a good time to do so. If you were losing sleep last night over any […]
Trade Alert: Investing In The New Republic Note
I’ve mentioned in the past that I’m on the Advisory Board at Republic, a leading crowdfunding platform (check them out at republic.co). I’ve linked to their site several times in the past and have found some interesting startups that might be worth throwing a tiny bit of investment capital at, but I’ve not pulled the […]
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 […]
Trade Alert: A Pop Goes The Weasel Market
This song plays on several of my littlest daughter’s toys and it gets stuck in my head sometimes. Today, it was stuck in my head because I think it’s a good analogy for what’s happening to the retail investors stock market right now: “All around the mulberry bush The monkey chased the weasel The monkey […]