Cody Willard

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A Review And Update Of Our 2023 Investing Playbook

The markets reversed and most stocks are down big from their highs from [checks notes, checks the charts] uh, yesterday morning. TSLA down 7%, QQQs are down more than 3%, IWM is down more than 4% and the SMH semiconductor index is down nearly 5% since [checks notes, checks the

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How To Invest In The New Revolutions That Will Change The World

“Honey, I know, I know, I know times are changing It’s time we all reach out, For something new, that means you tooYou say you want a leader, But you can’t seem to make up your mind I think you better close it, And let me guide you

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Earnings Round Up, Tesla FSD and Elasticity, Apple’s Stretched Valuation, Etc

Here’s the transcript from this week’s Live Q&A Chat. Q. Cody – Can you please provide your thoughts on the latest batch of earnings for some of our long positions? META (caution?), INTC (is the worst behind it?), AMZN (strong earnings but soft guidance) and GOOGL. A.

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The Most Important Shot

“The most important shot in golf is your next one.” – Ben Hogan “Achievements on the golf course are not what matters, decency and honesty are what matter.”-Tiger Woods I play golf by myself most of the time when I play. I like to be the first one off the

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WRONG!

“Intelligence alone doesn’t mean a damned thing. Here in your university, intelligence, education, knowledge, have all become great idols. But I know now there’s one thing you’ve all overlooked: intelligence and education that hasn’t been tempered by human affection isn’t worth a damn. Don’t

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Trade Alert: Two Trims, Fed Prediction, And ChatGPT Helps Me Write a Wall Street Comedy

A few notes to turn through for today. Also, let’s do this week’s Live Q&A Chat at noon ET tomorrow (Wednesday). First off, I’m selling DOCU and SHOP and removing them from the portfolios for now. I still like both companies but I’m want

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Even Extremes Are Cyclical

Amaris is back home. Thanks for bearing with me while I spent some of the last few days and nights with her at the hospital. I sure won’t complain about that though, as she is home and healthy again. My wife is such a rock and she finally might

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China’s A Real And Growing Threat

I had a fun but brief appearance on Fox Business yesterday. Here’s the clip. Here’s the notes I sent to the producers before the show answering their questions in bold so that Charles Payne, the anchor of the show, would have an idea of what I would be

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Entering A Stock Picker’s Market Paradigm (Also, I’ll Be On TV Today)

I’ll be on Fox Business with my old friend Charles Payne today during the 2pm ET hour (likely around 2:45pm ET). We’ll mostly be talking about China/US tensions, the threat of Tik Tok, etc. Meanwhile… it’s time to play the 21st century version of TVPoww.

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Revolutionary Magnets (PLUS Trade Alert: Buying Rivian, Selling U)

“No self-control A chain reaction as my body lets go A strange kind of light The tempo takes me and the circuit excites Magnetic The rhythm of a dangerous dance (Let’s dance in the static) Suck you in twice as fast Magnetic The rhythm of a dangerous dance

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Everybody Thinks Their An Expert On Everything (And That Can Give Us An Edge!)

It’s funny and annoying how everybody seems to want to be an expert on everything and think they can achieve being so by hanging out in social media and cable new echo chambers. People really do think reading the timeline they are being fed by the algorithms on Facebook,

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Stock Market Events That Mattered

Bryce Smith is my new partner but you might remember him having helped me write a book about the stock market and some Trading With Cody analysis over the years too. Ten years ago, we wrote a book called, “Stock Market Events That Mattered (Or Did They?): A Choose-Your-