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A few more trades to update you on. I trimmed a little bit of AAPL. I am selling most of my EA for a loss. Mea culpa. I covered some of my GLUU short. I nibbled some more JD. I nibbled some SPLK. I nibbled some ZEN. I’m covering
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Well, this move in Qualcomm’s been pretty amazing. If you happened to have to bought some of the QCOM call options that I’d written about twice this year, you’ve likely got 15-20 baggers on them now. That said, recall that I’d mentioned I’d bought long-dated
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Here’s the transcript from this week’s Live Q&A Chat, including a discussion on the future of cable, Tesla’s potential and upcoming earnings. Q. Here is a “way too early” question for you, although it kind of isn’t. Say Bernie Sanders is next President, do
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Let’s hit on a few items here to start the week, starting with a couple Trade Alerts. I’ve been continuing to build the TSLA long position, including today. If you can find 30 minutes, you should listen/watch this interview on YouTube from this weekend with Elon, all
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If I read one more analyst or pundit explaining to me how earnings are going to be bad and therefore the market is likely headed lower this earnings season, my hair might light on fire. Here’s the set up as I see it here: Most analysts are expecting earnings
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Here’s the transcript from this week’s remarkably wide-ranging Live Q&A Chat, including custodial and regulatory issues for crypto, my top 10 in the hedge fund and a discussion on the USD. Q. Biggest investing mistake and what you learned from it? I know, very open ended
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Into the weekend we go and a couple notes for you. First, a correction and some additional commentary about my BRR Bitcoin futures trade. BRR is on the CME, not the CBOE. If you can’t figure out how to buy the BRR bitcoin futures in your stock brokerage account,
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Good morning and happy Friday. Let’s talk cryptos for a moment, including a Trade Alert. I’m not allowed to buy cryptocurrencies directly into the hedge fund, but I am able to buy BRR futures, which are bitcoin futures from the Chicago Board Options Exchange. And that’s what
Here’s the transcript from this week’s Live Q&A Chat, including ongoing crypto talk, automobile technology and 5G wireless providers. Q. This Barron’s article seems to pick $T over $VZ. Cody – Would love to hear your take on this. A. This is the most important point:
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I’m reaching a limit on how many stocks I want to have in the hedge fund and in my personal portfolio, but I have one more name I am adding to the portfolio — and it’s another one that might shock you. After all, the CEO personally blocked me
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Here’s the transcript from this week’s Live Q&A Chat, including continuing talks on the 5G Revolution, how many positions are too many, and of course a little March Madness. Q. Cody, do you have a max # of positions you feel comfortable holding in your portfolio? Or
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Here’s another long-term Revolutionary investment that I am putting into both the hedge fund and in my personal account. This one comes from another Revolutionary sector that I want exposure to — The Gaming Revolution. First a note about positioning (and as I explained in the chat this morning), in