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Don’t Get Fooled By The Stock Market’s Optical Illusions

For my hedge fund partners at the end of each quarter, I send out some analysis and updates about our performance. Below is a slightly-edited version of what I sent out to my investors about the markets and more. July 2, 2020 Dear Partner, I’ve been watching a show

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I’m Seeing More To Sell Than Buy, Stocks Vs Bitcoin Vs Gold, Could Covid Be Bullish Long-Term, And More

Here’s the transcript from Friday’s video version of our Live Q&A chat. You can watch the video in its entirety here. Also, I’m supposed to do a Fox Business appearance from Ruidoso Monday around 10am or so. Cody: Hello everybody and welcome to another weekly

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There Are Real Ramifications From People Not Taking Covid-19 Seriously

“Alas, how terrible is wisdom when it brings no profit to the man that’s wise! This I knew well, but had forgotten it, else I would not have come here.” ― Sophocles, Oedipus Rex I am saddened by the way that wearing a mask and taking the risks of infecting

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Market Impact From A Second Wave, Biden Tax Policies, Amazon Hype and More

Here’s the transcript from Friday’s Live Q&A chat. It’s Amaris’s fifth birthday today and I’m going to run home for a birthday party we are throwing for her with her nurses over lunchtime. Here’s a video we took this weekend of her

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The Truth Itself Is Exhausted And Chaotic But Try To Stay Objective

“We must reconcile ourselves to a season of failures and fragments. We must reflect that where so much strength is spent on finding a way of telling the truth the truth itself is bound to reach us in rather an exhausted and chaotic condition.” Virginia Woolf I was reading a

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I Was Scared On The Drive Home And It Reminded Me Of The Stock Market

Yesterday, we had a tire blow out on our customized handicap van in the center lane of a six lane interstate of Albuquerque during rush hour on what was supposed to be about a six hour home from a last minute trip to Durango, Colorado over the weekend. Driving six

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Trade Alert: A Pop Goes The Weasel Market

This song plays on several of my littlest daughter’s toys and it gets stuck in my head sometimes. Today, it was stuck in my head because I think it’s a good analogy for what’s happening to the retail investors stock market right now: “All around the mulberry

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Empathy Again, SpaceX, Reasons The Market’s Flying, Stocks, Gold, Bitcoin and more

Here’s the transcript from this week’s Zoom Video version of our Live Q&A Chat. Click here (or on the picture below) to watch the transcript instead of reading it. Cody: Welcome to another episode of the Trading with Cody live Q&A chat over Zoom.

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Good Analysis Starts With Empathy

Peace. Security. Freedom. Stability. These are things that all people around the world want. They are probably the primary motivation of most things that people do. The definition of motivation is “the reason or reasons one has for acting or behaving in a particular way.” And it would be almost

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Defense, Tensions, Protests, Chat Transcript

Here’s the transcript from Friday’s Live Q&A Chat. It seems a bit tone deaf given all the tensions, protests and violence going on all around us right now in this country. Given the escalation of the tensions in this country, given the economic ramifications of those

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Trade Alert: What Could Go Wrong with a Relentless Rally, Daytraders Everywhere, Momo’s Highfiving?

The relentless rally rollicks right on. Many of our stocks actually at or near new all-time highs. Meanwhile, the markets overbought, with small caps and penny stocks going vertical. Meanwhile, there are more retail investors jumping into the stock market pool than ever before. A few weeks ago in a

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Why I Don’t Use Elliot Wave Analysis, Best Ways To Invest In Bitcoin, Short Sale Restrictions, And More

Here’s the transcript from Friday’s Live Q&A Chat. Q. Like you, I believe that we should be trimming the portfolio. Protect and participate when opportunities arise. But this market is uncanny, what should we be trimming? At some point, the gains will have to cool. What