My almost-seven years-old daughter, Lyncoln, went to the dentist in Las Cruces this morning and my wife sends me a text that says “She earned a target price for that.” I was like, hmm, a “target price?” Oh, a prize from Target! Haha. As for the markets here, it turns out apparently everybody was positioned […]
15 Predictions For After The Election
I looked into a crystal ball that I found hiking in an enchanted forest yesterday and now I’ve got predictions for you. I predict that: Someone will eventually be declared winner in the election. The other side will still be pissed. Politicians will warn people on their side that they should be really worried about […]
The Electricity Revolution, The Election’s Market Impact, Cannabis, Etc
Here’s the edited transcript from this week’s Live Q&A Chat from Zoom. Lots of market commentary including a discussion about the election and its likely impact on the markets, some heavy politics, lots of investment strategy discussion and more. Cody: Before we even go to stocks, yesterday, I did a call, a conference, a panel, […]
Super Friends Prove Brainpower Is More Effective Than Brute Force
“Meanwhile, at the Hall of Justice…” Super Friends Yesterday the MoneyShow reached out to me and asked me to join a technology trends panel along with George Gilder, whose books and philosophies about tech trends were influential in my early investing career. The panel starts at 3:20pm ET today and you can register for the […]
Trade Alert: Some Crowdfunding Investment Ideas
I suppose the stock markets have bounced just about the 2% move which is what I’d expected them to do after the 3-5% pullback I was expecting into the election took just one intraday collapse like yesterday. That said, you know I’m not really trying to game the near-term market moves and am mostly letting […]
Trade Alert: Covering Some Shorts + One Space Nibble
It’s almost like the market walked in this morning and suddenly said, “Oh my gosh, the Coronavirus Crisis isn’t going anywhere and I’m going to throw a hissy fit about needing some stimulus since it sure looks like nobody in DC is serious about it any time soon.” This is just about exactly what I’d […]
Alien Technology, Market Predictions, Bitcoin Party, Etc
Here’s the transcript from this week’s Live Q&A Chat, which was light on questions. The Q&A is not like this when stocks are crushed and set up as a good buying opportunity. Another contrarian data point about the stock markets. Q. Cody: what’s your opinion on extraterrestrials and sequestered technology? Seems to be becoming a […]
Trade Alert: Snap And The Importance Of Valuations
What a quarterly earnings report from SNAP. What a move in all the big social media stocks. Let’s look at some of our long-term SNAP analysis here along with some of our other history with social media and other tech stocks that have been so wildly outperforming this year and get a sense of why […]
The Long Arc Of Justice Will Come For The Markets And Everything Else Too
Last week, I held a Zoom call with my hedge fund partners since we can’t get together for a retreat or anything fun like that during the Coronavirus Crisis. We talked about valuations comparing ZM to TSLA, what can make the markets go down, how 2020 is a lot like 1920 and other things. Here are some […]
Social Censoring, Unlimited Energy, Math Weapons, Age Reversal And More
To clarify something from yesterday’s Trade Alert, the stock symbol I’ve started nibbling on is FVAC. Here’s the transcript from this week’s Live Q&A Chat. Q. Should I be concerned that if Biden becomes President, he would back track some of the policies set in place by Trump’s administration to bring back rare earth mining […]
Trade Alert: The Long-Awaited Rare Earth Long Idea
“I would not give my rotating field discovery for a thousand inventions, however valuable… A thousand years hence, the telephone and the motion picture camera may be obsolete, but the principle of the rotating magnetic field will remain a vital, living thing for all time to come.” – Nikola Tesla I love me some Nikola […]
Market Might Finally Be Ready To Throw A Hissy Fit For Stimulus
I like to focus on individual stock ideas, finding the most Revolutionary companies on the planet when their valuations are compelling. Frankly though, the results have long spoken for themselves as our 10-100+ baggers have continued to pile up. Perhaps our quietest 20-bagger ever is Solar Edge, which has been a volatile stock along since […]
The NFL And The Stock Market: Two Games Of Artificial Juice In 2020
For many years, decades even, I’ve written about how all the tax tricks targeted for giant corporations and rich investors, government subsidies and tax avoidance loopholes, market place protections, fiscal + monetary stimulus have created a Bubble-Blowing Bull Market environment that has long artificially juiced investor gains. Here’s an example from October 20, 2014: “The […]
Trade Alert: Trump Has Coronavirus; Covering Some Shorts
First off, I pray and hope the President and anybody else with the Coronavirus recovers fully with no suffering. How does this affect our positioning though? It doesn’t. I’ve long explained that I don’t think who the president is matters as much to the country’s fundamentals or the stock market or the economy as most […]
Real Estate Outlook, Forest Fire Causes, The Gov in Alt-Energy, Tesla Earnings, Etc
Here’s the transcript from this week’s rather long Trading With Cody Chat. Q. Cody, what’s your thoughts on real estate in general? I know different places are different, but in general, are we in a bubble similar to 2008, or at least getting there? A. It won’t repeat, but the next real estate crash will […]
Debate Impotence, Contested Election Risks and Market Analysis
The markets have put in a 5%ish bounce off the lows of last week when I’d turned less cautious and sent out a Trade Alert mentioning that it was time to start nibbling again. All of the stocks I’d mentioned last week are up since those lows with ROKU, SPOT, SPLK and NVDA in particular […]
Vaccine Trial Anecdote, Battery Day Sell-Off, Precious Metals, Stock Q’s
Well, as we saw TSLA get slammed from the $450 level it was at heading into the much hyped Battery Day event — well, that’s why I talked about hedging it so often. Recall that TSLA got slammed after last year’s Full Self-Driving Day. The stock is up huge since those lows of course. As […]