All
Growth or value? For years, 17 years according to some studies, the markets have been favoring growth over value. That’s because, as we’ve rightly analyzed for the last 20 years, when you can find a company growing 30-100% or more per year with nice gross margins and operating
All
Where are all the people going, Round and round till we reach the end One day leading to another, Get up go out do it again Then it’s back where you started, Here we go round again Back where you started, Come on do it again – The Kinks The
All
My almost-seven years-old daughter, Lyncoln, went to the dentist in Las Cruces this morning and my wife sends me a text that says “She earned a target price for that.” I was like, hmm, a “target price?” Oh, a prize from Target! Haha. As for the markets here, it turns
All
I looked into a crystal ball that I found hiking in an enchanted forest yesterday and now I’ve got predictions for you. I predict that: 1. Someone will eventually be declared winner in the election. The other side will still be pissed. 2. Politicians will warn people on their
All
Here’s the edited transcript from this week’s Live Q&A Chat from Zoom. Lots of market commentary including a discussion about the election and its likely impact on the markets, some heavy politics, lots of investment strategy discussion and more. Cody: Before we even go to stocks,
All
“Meanwhile, at the Hall of Justice…” Super Friends Yesterday the MoneyShow reached out to me and asked me to join a technology trends panel along with George Gilder, whose books and philosophies about tech trends were influential in my early investing career. The panel starts at 3:20pm ET today
All
I suppose the stock markets have bounced just about the 2% move which is what I’d expected them to do after the 3-5% pullback I was expecting into the election took just one intraday collapse like yesterday. That said, you know I’m not really trying to game the
All
It’s almost like the market walked in this morning and suddenly said, “Oh my gosh, the Coronavirus Crisis isn’t going anywhere and I’m going to throw a hissy fit about needing some stimulus since it sure looks like nobody in DC is serious about it any time
All
Here’s the transcript from this week’s Live Q&A Chat, which was light on questions. The Q&A is not like this when stocks are crushed and set up as a good buying opportunity. Another contrarian data point about the stock markets. Q. Cody: what’s
All
What a quarterly earnings report from SNAP. What a move in all the big social media stocks. Let’s look at some of our long-term SNAP analysis here along with some of our other history with social media and other tech stocks that have been so wildly outperforming this year
All
Last week, I held a Zoom call with my hedge fund partners since we can’t get together for a retreat or anything fun like that during the Coronavirus Crisis. We talked about valuations comparing ZM to TSLA, what can make the markets go down, how 2020 is a lot
All
To clarify something from yesterday’s Trade Alert, the stock symbol I’ve started nibbling on is FVAC. Here’s the transcript from this week’s Live Q&A Chat. Q. Should I be concerned that if Biden becomes President, he would back track some of the policies set
