All - Trading with Cody (Page 29)

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Russia & Ukraine, Why INTC, FB Haters, You For Unity And More

Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Cody, what level of concern do you have with Russia/Ukraine? A. Not much. But I do think China is watching how the world handles this scenario and if Russia ends up getting

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More About WinR/WilPOWR Ratings (And Chat Tomorrow)

Somehow TSLA’s WiNR/WilPOWR didn’t get included when I pasted those numbers yesterday. Here’s the complete list including Tesla: Ticker WiNR/WilPOWR Rating UBER 38.46 INTC 35.50 RKLB 34.74 W 25.64 U 23.22 BKSY 20.56 KD 20.22 ORGN 19.35

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Trade Alert: Cleaning Out A Few Names Here On The Other Side Of The Bubble

The Bubble-Blowing Bull Market got crazy in 2020 and in February 2021, it got so crazy that I did “The Great Reset“. Resets never stop in the market though and I want to look back in order to look forward so let’s start with something I wrote for my

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Facebook, Meta And The Popping Of The Bubble-Blowing Bull Market

Facebook’s stock is getting slammed today, losing almost 1/4 of what it was worth yesterday and back to where it was one year ago when I was really liking the valuation and set up. I think it’s going to be a good buy around these levels, but

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Fox Business Appearance Today (And A Market Note)

If you have been losing sleep over your stocks, now might be a nice time to lighten up, even just a little bit. In the hedge fund, I’ve been nibbling on some puts on SMH and ITWO, just slightly out of the money and dated out a week or

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Mea Culpa, NFLX Trade Alert, Buying Strategies And Lots Of Stocks Q&A

Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. In your macro US/world view, do you see inflation or deflation being the more significant medium to long term challenge? A. Inflation by far. In fact, I’m one of the rare

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Trade Alert: We Don’t Get Great Opportunities Without Broad Sell-Offs

There are few places to hide. Asset classes that were in a bubble, from SPACs to Cryptos to probably even art and baseball cards, are now somewhere post-Bubble. We are now on the other side of the 12 year long Bubble-Blowing Bull Market. And the question is: does it just

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Trade Alert: What I’m Buying Here

Remember when I said we were in a major Blow-Off top in tech stocks back in November? Since that article, many giant cap stocks like CRM and SHOP and almost all of the speculative stocks and even Cathy Wood’s ARKK ETF are down 40-50% or more. In ten weeks’

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A “Different” Market, Growth vs Value, NFTs, Lobos and More

Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Before you would speak of tranche buying, where building up positions were done in 2-4 purchases. I haven’t seen you use that term in a long while. Everything now are nibbles. This

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Latest Positions: Beatens and Biotech

Here are the remaining stocks from the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each position go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell

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Latest Positions: Energy, China, Content, And Selling Three Names

Here is a Part 3 of 3 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. We will do this week’s Live Q&A chat at 10am ET tomorrow (Thursday) in the TWC Chat

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Latest Positions: Social, Trillions, Semis

Here is a Part 2 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell

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