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Trade Alert: Back To The Basics
We are going into The Great Reset 2.0 with our portfolio and the markets at all time highs.
Trade Alert
A Trading with Cody "Trade Alert" went out on March 8, 2024, with a full writeup, when it was at $83. It closed on May 13 at $132.
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Trade Alert: Feels Like A Twitterpated Speculative Market
Let's Not Get Too Infatuated With Elon, Tesla, or This Speculative Market Right Here, Right Now
Trade Alert
Chat Transcript + A Couple Trade Alerts + HOOD Earnings Preview + More
Note that we've got a couple of trade alerts mentioned below. Plus check out our earnings preview for Robinhood Markets, which reports tonight.
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Trade Alert: The Most Revolutionary Chip Equipment Maker
We are adding a new position in the company that makes the most Revolutionary equipment used to make semiconductors for Nvidia, Apple, Tesla, and the like.
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Trade Alert: Two New Positions
We're adding two names that we have followed for some time and are well-positioned in two of the most exciting Revolutions happening today: biotech and alternative energy.
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Trade Alert: CRWD and LUNR
We're putting on small positions in CrowdStrike and Intuitive Machines.
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Headed To Abu Dhabi, Dubai and Hong Kong (Plus Markets Commentary And A Little Put Selling)
We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.
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The Top 10 Reasons The Market Might Sell Off With The Fed Cutting Cycle
Here's some of the fundamental reasons the stock market might decline while the Fed is cutting interest rates, and how we can play it.
Trade Alert
Trade Alert + Latest Positions: AI Everywhere, Mobility, Semis, and Fintech
A couple of Trade Alerts, plus updated analysis on some our favorite longs.
Trade Alert
Markets In Panic Mode
It looks like we are finally getting the washout in tech stocks, small caps, commodities, and especially crypto, that we have been talking about for much of this year.
Trade Alert
Midday Update + Minor Trade Alerts
A couple small trade alerts into today's ugly action.
Positions
Where We'd Buy More of Each Of Our Positions, Plus Minor Trade Alert on a chip maker
Join us for chat, and we are picking up a little something today in this ugly market.