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Will we ever retest the August lows when the $DJIA was in the mid 15,000s and every stock on the planet was seemingly marked down 10-20% in a single day? I want you to stop everything you’re doing and remember what it felt like back in mid-August when
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It’s been two months since that morning when $DJIA was down 1000 points at the open and we were buying into the panic. The hardest trade to make that morning was to buy more. I was sitting in a doctor’s office in Albuquerque waiting for a specialist to
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As you’ll see below, I went through and made notes of my latest analysis about each of our positions. I’m removing three positions from the portfolio. I’m selling Palo Alto Networks and Splunk and Iconix. Details in the notes below. Every few weeks I sit down and
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Though it’ll be tomorrow before I get done closing out the positions I mentioned in this morning’s Trade Alert report, I’ve gone ahead and removed them from the Latest Positions list below so as to avoid confusion. Every few weeks I sit down and go through my
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We have a lot of stocks up big today, which has been a recurring theme for our portfolio during earnings season so far. Many of our biggest positions are at or near all-time highs. If you haven’t done any trimming, consider doing so. Maybe 10-20% of some of these
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Latest Cody Underground Podcast: I talk to Igor Gonta about how to raise money for your start up, the best Big Data/Artificial Intelligence stocks plus Social Networking’s impact on stocks, trading, the markets and you. Click here to listen to it. Here’s a list of my latest
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I’m sitting in a big conference room in the University of New Mexico Alumni Hall in Albuquerque meeting individually with five different institutional money managers for our foundation. We’ve had the same money manager for a dozen years and it’s obviously a good idea to occasionally review
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I’ve owned some $XLF puts as a hedge for my broader long portfolio for a few weeks now and I’m down on the trade. I still think they are a decent enough hedge on the rest of the portfolio and am holding mine steady for now. As you
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One note – I’ve removed BitCoin from the portfolio listings entirely, as I can’t remember the last time I got paid with a bitcoin and as I’ve noted forever in there, I don’t own a meaningful amount of BitCoins and I don’t want it on there
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I’m headed to Orlando to speak at the MoneyShow in Orlando to give a talk: “The Three Most Revolutionary Growth Industries on the Planet” at 8am tomorrow morning. Here’s a list of my latest positions. I’ve broken the list into Longs and Shorts. And from there, I’
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Small caps and bubbles blowing Remember the “$RUT is telling us a major pullback is coming” line of thinking from a couple months ago? $RUT is now hitting all-time highs as I type. The Bubble-Blowing Bull Market continues. We continue to be positioned to benefit but we also continue to
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Don’t forget to join me for this week’s Live Q&A Chat at 2pm EST at http://tradingwithcody.com/Chat (or email me your question beforehand and I’ll include it in the chat and transcript). I’ve been doing a bunch of work and analysis on