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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Before I jump into the questions, let me say this — if you were losing sleep or otherwise stressing out about your stock account at the lows late last week, now is the time to readjust your portfolio. Take a little off on your some of your larger positions, especially if
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I got back from Austin late last night after a very productive and even fun trip so Amaris could do five days of intensive neuromovement therapy. Here’s a shot of her at work learning to sit up on her own and otherwise figure out new movements. Now let’s
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I obviously don’t know the end game of the Russian Ukraine crisis, but I do know from history (and most recently from the 83 episodes I’ve listened to so far on the Russian Revolution on the Revolutions Podcast from Mike Duncan) that this is a centuries-old conflict that
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With Shopify getting killed today after already having gotten killed for weeks on end, I’m sneaking in and starting a position here around and below $730. SHOP is still not cheap, but I’ll start a position here and will look to add more on further weakness. More analysis
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APOLOGIES. THIS IS THE CORRECTED VERSION FINALLY! NOT MUCH CHANGED except that I fixed a couple typos and added links to the videos. Sorry for the version published earlier that had typos. Ah, the economy and the markets sure seem like they are in a tough spot right now, eh?
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The Bubble-Blowing Bull Market got crazy in 2020 and in February 2021, it got so crazy that I did “The Great Reset“. Resets never stop in the market though and I want to look back in order to look forward so let’s start with something I wrote for my
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Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. In your macro US/world view, do you see inflation or deflation being the more significant medium to long term challenge? A. Inflation by far. In fact, I’m one of the rare
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There are few places to hide. Asset classes that were in a bubble, from SPACs to Cryptos to probably even art and baseball cards, are now somewhere post-Bubble. We are now on the other side of the 12 year long Bubble-Blowing Bull Market. And the question is: does it just
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Remember when I said we were in a major Blow-Off top in tech stocks back in November? Since that article, many giant cap stocks like CRM and SHOP and almost all of the speculative stocks and even Cathy Wood’s ARKK ETF are down 40-50% or more. In ten weeks’
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Back in the middle of last year, I started writing about how I thought we were on the “other side of the bubble”: “One of the big tells that the market has turned from Blow-Off Top phase to being somewhere on the other side of the Bubble-Blowing Bull Market for
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So I moved offices over the holidays as I’d sold my office in Ruidoso and moved my NM headquarters to an even smaller town 35 miles away. We’d already moved our household down here a few months ago in large part because this town is, 2500′ lower in
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Santa’s not showing up for the speculative parts of the markets and people are like, “Dude, where’s my sleigh?” Omicron and the spiking covid numbers around the developed world is part of the problem for the speculative stocks this week, but as has been the case for most