The markets sure got ugly last week. While I continue to think that the biotech sector has some interesting opportunities that I’m working on and have started buying a couple new biotech names lately, I’m not in any rush to load up on stocks even as the pullback has kicked in during what has almost […]
Market Resiliency, Space Faves, U vs RBLX, And More
Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. What is your view on S&P in coming weeks? A. It’s been so resilient all year that it’s hard to say anything but that it’ll probably continue to be resilient, but I do have a S&P 500 short hedge on in the […]
Trade Alert: Two New Stock Picks For The Biotech Basket
Here are two stocks that I have started buying to put into what I’m going to call my “Biotech Revolution Basket” in both my personal account and the hedge fund. I’m keeping these positions small. And remember that we don’t all have to rush into these names all at once as the collective buying power […]
Part 2: Shootout In NYC, Lots Of Dollars, More Space, Etc
Here’s part 2 of this week’s Trading With Cody Live Q&A chat. Q. What’s your thoughts on Standing Repo Facility (SRF)? Is it basically QE 2.0 in a way? A. The Fed’s money games are good for banks and giant corporations. That’s about the best way to answer that question quickly and I just don’t […]
SpaceX Competes, Web 3, Rips To Dips And Lots Of Stocks
Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Hi Cody, Seems like we are in a very crazy market. On any given week a stock can go up 25% and then down. Was wondering if it makes sense to sell off these stocks on crazy increases (speculating it will probably […]
Why I Didn’t Invest In This Good Depression Fighting Company
I’m in NYC this week for some business meetings. It’s great to see the city bouncing back with vibrancy again although I remain extra careful about crowds, germs, masks etc as I am not willing to take any unnecessary risks that might put little Amaris at risk somehow. I’m not fighting this market too hard, […]
Space Hotels, Blow-Off Tops, I’m With You and More
Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Cody, how is your daughter doing? A. She’s adorable and doing well. Thank you for asking. Q. The International Space Station is expected to be retired by the end of this decade. NASA is turning to companies to build private space stations […]
Trade Alert: Get More Defensive Into What’s Likely Blow-Off Top Action
Ever heard the term “blow-off top” in regards to the market? Investopedia defines it as: A blow-off top is a chart pattern that shows a steep and rapid increase in a security’s price and trading volume, followed by a steep and rapid drop in price—usually on significant or high volume as well. The rapid changes […]
Trade Alert: Trimming Some Into The Trillion Dollar Euphoria
Big day for many of our positions so let’s recap some of today’s action along with anything else that stands out to me. QCOM ramps big, up about 15%, after a big earnings beat and guidance raise. Turns out 5G is gonna be big for the company. Sound like something we might have expected? Yea. […]
How To Invest In Business Models From Outer Space
Click here to download this article as a pdf. Tesla hit $1200 today. I can’t hardly believe it. What a run since I pounded the table over and over on this name two years ago when it was as good a set up for a long-term Revolutionary Investment as I’d seen in many years. It’s […]
Crypto Changes The Stock Market (Plus Updates on AMZN, AAPL and FB)
The single most important thing that I have learned by creating a space token with a social good kicker is that we don’t yet understand the outsized impact of blockchain and smartcontracts in particular on how businesses, not-for-profits and other entities are going to be structured in coming years. Cryptocurrencies enable an entirely new form […]
Space Race Is On, EVs Everywhere, Rate These Stocks and More
Here’s the transcript from this week’s Trading With Cody Live Q&A Chat. Q. Cody, God Bless you and your baby girl sir. No need to apologize one bit. So happy she is better. I will pray for you and your family. I’m so blessed I found this site 5 or 6 years ago. I have […]
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 […]
Stock To Flow, Cryptos, Gold, Semi’s, Tesla And More
Here’s the transcript for this week’s Live Q&A Chat. Q. Hi Cody, about what percentage allocation are space stocks in your whole portfolio, and what’s the approximate weighting of RKLB, BKSY, RDW, SPCE to each other? Thanks. A. I don’t think it’s wise for me to tell you all how I personally allocate percentages in […]
Everything You Need To Know About Cryptocurrencies
Click here to download this article as a pdf. It’s funny. I’ll go on TV and not get nervous. I come to Rotary in front of my mom and dad and I start shaking, my voice quakes. I’m here to talk crypto. Back in the day, people used salt for a currency. For many years, […]
Stocks, Cryptos And Electric Vehicles All Say The Same Thing
The markets are volatile right now as the bulls and bears tug back and forth. I continue to think that the broader markets are top heavy and will struggle to make new all-time highs into year-end. I especially remain bearish on most recent de-SPAC’d stocks and/or the recent highflying tech IPOs, most all of which […]
Exclusive Reveal Of My New Space Cryptocurrency (And A Markets Note)
A quick note about the markets and the ugly action out there today before we jump into details about my new crypto. Well, the good news is that it’s nice to see valuations getting more reasonable and we are getting the opportunity to look for some nuggets of gold in the rubble of recent SPACs […]
Bad v. Good Space Stocks, Bitcoin, US “Freedoms”, And More
Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Hey Cody, what’s your outlook on real estate? Do you think we’re in for a correction or continue to rise into next year? Thanks. A. Oh, I think most real estate is ready and primed to slow and probably reverse lower. I’m […]
If It’s Not Space, It’s Probably A Waste Of Time
For the last couple weeks, sometimes I answer my phone with, “If it’s not space, it’s probably a waste of time. How may I help you?” And I’m only partly kidding. Let’s use a game that my 7 year old daughter loves to play, “Would you rather?” When my daughter and I play, the questions […]
The Lost Crypto Video
I lost the video recording of our zoom crypto call earlier this week. Somehow when I clicked over to share my screen on zoom, it shut down the recording. I was going to share the transcript and a link to the video with you all, but that can’t happen now. I covered my history with […]