All - Trading with Cody (Page 18)

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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

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Even Extremes Are Cyclical

Amaris is back home. Thanks for bearing with me while I spent some of the last few days and nights with her at the hospital. I sure won’t complain about that though, as she is home and healthy again. My wife is such a rock and she finally might

Can we still say “To the Moon?” The Road Ahead For Rocket Lab.

Hello all – here is the hotly anticipated analysis on RKLB from Bryce. Also, we will do this week’s chat Wednesday 3/15/23 at 12:00 p.m. EDT. Rocket on! Rocket Lab USA, Inc. NasdaqCM: RKLB Share Price At Time of Analysis: $3.92 Key Metrics. Exhibit 1

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!

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China’s A Real And Growing Threat

I had a fun but brief appearance on Fox Business yesterday. Here’s the clip. Here’s the notes I sent to the producers before the show answering their questions in bold so that Charles Payne, the anchor of the show, would have an idea of what I would be

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Entering A Stock Picker’s Market Paradigm (Also, I’ll Be On TV Today)

I’ll be on Fox Business with my old friend Charles Payne today during the 2pm ET hour (likely around 2:45pm ET). We’ll mostly be talking about China/US tensions, the threat of Tik Tok, etc. Meanwhile… it’s time to play the 21st century version of TVPoww.

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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.

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Tesla’s Investor Day, RIVN Earnings, GOOG v. ChatGPT, And Much More

Here’s the transcript from yesterday’s live Q&A chat: Q. Hi Cody, what were your main take away from Tesla’s investor day? Anything you didn’t already know? A. Mainly that Tesla is so far ahead of the competition on every level that I’m ready

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Revolutionary Magnets (PLUS Trade Alert: Buying Rivian, Selling U)

“No self-control A chain reaction as my body lets go A strange kind of light The tempo takes me and the circuit excites Magnetic The rhythm of a dangerous dance (Let’s dance in the static) Suck you in twice as fast Magnetic The rhythm of a dangerous dance (Let’

Market FOMO, INTC’s Dividend Cut, Holding MP, And Much More

Here’s the transcript from today’s live Q&A chat: Q. Looks like the bottom just fell out of this market. A. It got ugly yesterday for sure. You can probably guess that we trimmed some puts yesterday, as they got very profitable in a hurry since I

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Everybody Thinks Their An Expert On Everything (And That Can Give Us An Edge!)

It’s funny and annoying how everybody seems to want to be an expert on everything and think they can achieve being so by hanging out in social media and cable new echo chambers. People really do think reading the timeline they are being fed by the algorithms on Facebook,

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Stock Market Events That Mattered

Bryce Smith is my new partner but you might remember him having helped me write a book about the stock market and some Trading With Cody analysis over the years too. Ten years ago, we wrote a book called, “Stock Market Events That Mattered (Or Did They?): A Choose-Your-Own-Experience Stock

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