All
Here’s the transcript from this week’s Live Q&A Chat. I’ll be in Austin with Amaris and my family for a few days for Amaris physical therapy and unless something crazy in the markets happens, I probably won’t be able to write up and send
All
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
All
The Space Revolution hasn’t hardly started yet, and while it’s been set back by the end of The Bubble-Blowing Bull Market that has crashed all the speculative stocks in the market over the last year, it sure ain’t over. The fact is that The Space Revolution remains
All
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
All
What if I told you I was buying a Revolutionary tech company’s stock, one of two or three of the best companies in the world’s most important technology industry. It’s a company that is probably about to take market share for the first time in at least
All
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?
All
Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Cody, what level of concern do you have with Russia/Ukraine? A. Not much. But I do think China is watching how the world handles this scenario and if Russia ends up getting
All
Somehow TSLA’s WiNR/WilPOWR didn’t get included when I pasted those numbers yesterday. Here’s the complete list including Tesla: Ticker WiNR/WilPOWR Rating UBER 38.46 INTC 35.50 RKLB 34.74 W 25.64 U 23.22 BKSY 20.56 KD 20.22 ORGN 19.35
All
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
All
Facebook’s stock is getting slammed today, losing almost 1/4 of what it was worth yesterday and back to where it was one year ago when I was really liking the valuation and set up. I think it’s going to be a good buy around these levels, but
All
If you have been losing sleep over your stocks, now might be a nice time to lighten up, even just a little bit. In the hedge fund, I’ve been nibbling on some puts on SMH and ITWO, just slightly out of the money and dated out a week or
All
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
