All - Trading with Cody (Page 27)

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Latest Positions: Tesla, Space Stocks And Defensive Names

Here is Part 1 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Nice bounce in the markets today, especially in the most speculative and beaten-down names. I’m not making any moves in the personal

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The Other Side Of The Bubble: Analysis For Stocks, Crypto And Bonds

I had a very insightful and fun trip to NYC last week. The crypto regulations event that I chaired was full of people who want clarity from the various regulating bodies. It seems clear to me, at least at this point, that the US is definitely, as usual, in the

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Real Estate Outlook, Space, Crypto, Gold Coins And More

Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Cody, is recession imminent for Europe and the US in the next few months? A. 30-40% chance for the US, 60-70% for Europe. Q. With home sales starting to show some signs of

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This Will Get Worse: The Crypto Event I’m Hosting (And A Stock Market Note)

Markets got ugly again today. I covered quite a few shorts and bough a little more TWTR (and some TWTR calls dated out a month or two, 10-20% out-of-the-money strike prices) in the hedge fund. Did nothing in the personal account. Remember how I remind you of the Anti-Trade Alerts

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Trade Alert: Betting On Indirect Brilliance

One of my best go-to principles of investing is to, as I’ve written about many times in the past, “Always Bet on Brilliance.” I wrote this when we first started buying Tesla back at around $50ish a share three years ago: “I have one name I am adding to

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Elon’s Twitter, Tesla Tokens And Other Strange Tales

Here’s the transcript from this week’s Live Q&A chat. Hi everybody. Long night and morning at my house as I was on Amaris duty last night while the electricity decided to go off four different times last night. With all the equipment and breathing apparati in

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Be Patient And Don’t Stress — But Be Disciplined

Sometimes I get so tense but I can’t speed up the time, But you know love there’s one more thing to considerSaid “woman take it slow and things will be just fine”, You and I’ll just use a little patience — Guns n’ Roses It didn’t take

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Fog Of War And Dislocating Prices Are Not Good For The Markets

We’ve mostly made it through the Covid Crisis At Home, as Lyncoln and Lori have both mostly fully recovered while Amaris and I made it through testing negative and without symptoms. Lori’s 79 year-old father is still struggling with symptoms. Let’s talk about the economy and markets

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Trade Alert: Taking Some Profits + Un-Globalizing The Economy, Stocks Vs Real Estate And More

Before I jump into the questions, let me say this — if you were losing sleep or otherwise stressing out about your stock account at the lows late last week, now is the time to readjust your portfolio. Take a little off on your some of your larger positions, especially if

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Covid In The Home And Other Notes

It’s been a wild week or so at my house. My oldest daughter, Lyncoln, tested positive for Covid late in the week. My wife and her father tested positive when we got their results back early Saturday morning. Somehow, although Lori had been quarantining with my littlest daughter, Amaris,

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Stronger Markets, FB Recap, NVDA W/O Arm, Rocket Biz Is Booming And More

Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Will Cody send out the alerts when he actually buys like before or should we just be doing what he says he intends? Why would he tell us his trade after and not

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Covid Fears At Home As Markets Find A Bounce

It’s never easy around here. It seems that my oldest daughter, Lyncoln, was exposed to Covid when she spent the night with her cousin at my parents’ house Saturday night. She’s now come down with symptoms and although the rapid tests have been coming out negative, I am

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