All - Trading with Cody (Page 30)

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Latest Positions: Forever Assets, Tesla, Space And Defense

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. Back in August, I wrote about how back in April, I wrote: “The many charts that had become hockey sticks are now looking

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Trade Alert: ETH, BTC + Growth Stock Pains, Blow Off Top Rubble, EV Plays, More

Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Over the past year, we’ve seen breadth narrow in the number of stocks making gains. At the same time, many of our growth picks have gotten hammered as institutions rotate out of

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Trade Alert: A Little More Nibbling

Back in the middle of last year, I started writing about how I thought we were on the “other side of the bubble”: “One of the big tells that the market has turned from Blow-Off Top phase to being somewhere on the other side of the Bubble-Blowing Bull Market for

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Watching People Dancing While Watching People Dancing Who Are Watching People Dancing; Trade Alert: A Few Nibbles, One Trim While

So I moved offices over the holidays as I’d sold my office in Ruidoso and moved my NM headquarters to an even smaller town 35 miles away. We’d already moved our household down here a few months ago in large part because this town is, 2500′ lower in

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Trade Alert: Adding SKLZ To My Basket Of Beatens As Greed Turns To Fear

Santa’s not showing up for the speculative parts of the markets and people are like, “Dude, where’s my sleigh?” Omicron and the spiking covid numbers around the developed world is part of the problem for the speculative stocks this week, but as has been the case for most

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Omicron Impact, Biggest 5 Positions, Near-Term Market Predictions, Crypto Faves and Trade Alert: FUBO Gone

Here’s the transcript from this week’s Live Q&A Chat. Q. What is your view on Omicron? Will it be serious enough to disrupt chips productions and other supply chains? A. I think it already has and will continue to do so. Covid is going to be

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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

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Everything You Need To Know About SKTLs Space Crypto (And How To Register To Get The Airdrop)

I’m going to host a zoom call for anybody who’s interested in learning more about the SKTLs Space Cryptocurrency Thursday at 11am ET. Here’s the link. In the meantime, I highly suggest you get registered for the free SKTLs Airdrop, as there are only 100,000 available

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Big Cap vs Small, Drums vs Guitar, Helium And More

Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Market is upset. Any thoughts Cody? A. In the hedge fund, I did a little bit of covering some short hedges and selling some of my index puts, and I also nibbled a

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Trade Alert: I’ve Cut My Real Estate Holdings In Half

I’m moving my offices off the mountain. I mentioned a few months ago that we’d chosen to move off the 7500′ elevation where our old house was in order to get Amaris to a lower elevation at about 5000′ elevation, 30 minutes away. I’ve been commuting from

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The Incentive Revolution: Blockchain DAOs Change Everything About The Future Of Investing

I’ve spent the last few months helping to create SKTLs, a Space Cryptocurrency, whose purpose is to reward space enthusiasts for an expanding space economy and, even more importantly, to help fund the clean up of space debris. My work on this project has helped me understand that cryptocurrencies,

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Trade Alert: A Couple Nibbles, HF Crypto Update, SpaceX BK?, Lots of Stock Questions

Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Do you see the S&P up or down before Christmas? A. Slightly down from here, but lots of volatility along the way. Q. Cody, are you more bullish or bearish now

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