Will volatility beget more volatility? Or, as has been the case for the fifteen months, will the indices just power right onto new all-time highs? Will the SPACs ever recover with any gusto? Will the small cap tech stocks get any mojo back that lasts more than a couple days or so? These are the […]
Analysis on Markets, Cryptos, Where I’d Buy More Of Each Stock, Etc
Here’s the lightly edited transcript from this week’s Live Q&A Zoom Chat. Here’s a link to watch the video replay. Cody: Welcome everyone to a Zoom version of the Trading With Cody weekly chat. We haven’t done this in several months. I am excited to get back together and have the different vibe and lengthier […]
Trade Alert: Covering Some Shorts As The Frauds Start Being Revealed
I had cataracts in both eyes. Yes, after less than half a century of use, I already had cataracts that were getting progressively worse. So I bit the bullet and had eye surgery on each of them — the left one last month, the right one on Tuesday earlier this week. So bear with me, […]
Markets Commentary: Charts From The Dot-Com Crash Don’t Exist Anymore
I ran to Denver with my two daughters and wife for a check up on Amaris’ eye, leaving Sunday morning and getting back last night. People were out everywhere, mostly all unmasked (for now). There’s no doubt that the reopening of the economy has been a boom for travel and entertainment businesses. But I wonder […]
Crypto Winter, MetaVerse, Do-A-DIDI, “Healthy” Drinks And More
Here’s the transcript from this week’s Trading With Cody Live Q&A Chat. Hi everyone, let’s rock. AMA. As for the action today, the indices are hiding some ugly action in many individual stocks, especially small caps. Be careful out there. Q. Thank you Cody for your latest analysis. I like it. Can you give specific […]
Why Bother Working When Trading Is So Easy?
You’ve probably heard about all the people who are trading stocks based on two acronyms that aren’t even that clever: FOMO (Fear of Missing Out) and YOLO (You Only Live Once). I just searched Twitter for both terms with the word “stocks” included and here’s what it found: But I have a proposition for […]
Trade Alert: Eyes On the Prize, Spacey Space, Helium 5G Network And More
Note from Cody after hours. I’m covering a little bit of my index shorts after hours right now as the markets have tanked even further. I’m still staying very cautious obviously. Here’s the transcript from this week’s Trading With Cody Live Q&A Chat. Two personal notes to start. I had eye surgery last week and […]
(Very Speculative) Trade Alert: The Helium Network
Even as I am pretty much bearish on most cryptos, like 99% of the crptos that exist right now, I found one I want to get started on. Here is that story. Long time subscribers have have heard me say hundreds, if not thousands of times that I like to find Revolutionary ideas and invest […]
Trade Alert: This Clover Looks Unlucky
As part of my cautious outlook on the overall stock market, I find myself splitting time between looking for bubbled-up and/or fraudulent stocks and searching for long-term Revolutionary companies for us to put our money to work in. One such company that falls into the former category that I have been following for a few […]
Markets Outlook: Reflexivity, Blow-Off Tops, And Other Horror Stories
I don’t know when the ongoing Blow-Off Top Of The Bubble-Blowing Bull Market™ that we’ve been riding for the last 12 years will end. And maybe after ten plus years of me being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious thinking that […]
Carbon Credits Scam, Intel Vs TSM, EV Bubble And More
Here’s the transcript from this week’s Live Q&A Chat. Q. Feet to fire, what’s the biggest threat to our portfolios over the next 12 months? A. That valuations come down to a more reasonable level and then the traders who love stocks right now decide they hate stocks and that makes the market over correct […]
Trade Alert: New Old Long Idea (Yes, A New Long!)
Although I have been writing recently about the Great Reset and the countless bearish anecdotes that I am seeing daily, in addition to looking for fraudulent or bubbled-up stocks to short, I continue to look for Revolutionary companies for us to invest in for the long-term. We are not in the phase of the market […]
Stagflation, Wall Of Anecdote, Trade Alert, Da Bears And More
Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, what do you think of states continuing unemployment benefits? There are many businesses in Florida that have ‘We Are Hiring’ signs out but cannot get enough workers. Are there any companies we should short due to the labor shortage? A. I think businesses, especially […]
How Many Bearish Anecdotes Before We Take Them Seriously?
Anecdotal evidence: “Evidence in the form of stories that people tell about what has happened to them. Example: ‘His conclusions are not supported by data; they are based only on anecdotal evidence.’” It’s important to not allow yourself to be confused by trying to extrapolate anecdotal evidence out too far into the world because there’s almost […]
Biden’s Chip Plan, Building Shorts, Working Longs And More
Here is the transcript from this week’s Trading With Cody Live Q&A Chat. Q. In a call with CEOs, Biden doubled down on a $50 billion plan to invest in chips. Biden read from a letter from 23 senators and 42 House members backing his proposal for $50 billion for semiconductors. A. Why do people […]
Trade Alert: Beware The Frauds When The Tide Goes Out
Back like 15 years ago, I started a company called “TubeRevolution.com” which was a site where we filtered and organized all the Hollywood and/or other major copyrighted content on YouTube. I was approached by a friend who wanted me to meet a friend of his who owned another video streaming start up. I took the […]
Trade Alert: Be More Cautious As The Bubble’s Probably Popping
I often talk about that the main reason I write about my trades and investments is so that I can keep a record of my analysis over time. One of the best moves I ever made for my career as a hedge fund manager and pundit was when I turned from bull to bear in […]
Who’s More Scared, Real Estate, Crypto Crashes, SPAChaustion And More
Here’s the transcript for this week’s Trading With Cody Live Q&A Chat. Q. Cody, what were the results of the recent who’s more scared poll? A. I didn’t get as many replies as usual, but it was an overwhelming consensus that the bulls are more scared than the bears, at least last week that was […]
Trade Alert: The Great Reset Ain’t Over
“I must caution you that you cannot live in the past. The 1971-72 season is now history and we must look toward the future. The past cannot change what is to come. The work that you do each and every day is the only true way to improve and prepare yourself for what is to […]
Propped Up Corporations, Rare Trades, War Is Lame, Space On Hold And More
Here’s the transcript from this week’s Live Q&A Chat. Q. Regarding the New Green Deal… Do you agree that we are in a predominantly fascist world, where world governments are picking and choosing which companies have the best opportunity at success? Did Tesla and SpaceX not greatly benefit (faster progress) due to corporate welfare. I’m […]