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For many years, decades even, I’ve written about how all the tax tricks targeted for giant corporations and rich investors, government subsidies and tax avoidance loopholes, market place protections, fiscal + monetary stimulus have created a Bubble-Blowing Bull Market environment that has long artificially juiced investor gains. Here’s an
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First off, I pray and hope the President and anybody else with the Coronavirus recovers fully with no suffering. How does this affect our positioning though? It doesn’t. I’ve long explained that I don’t think who the president is matters as much to the country’s fundamentals
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Here’s the transcript from this week’s rather long Trading With Cody Chat. Q. Cody, what’s your thoughts on real estate in general? I know different places are different, but in general, are we in a bubble similar to 2008, or at least getting there? A. It won’
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The markets have put in a 5%ish bounce off the lows of last week when I’d turned less cautious and sent out a Trade Alert mentioning that it was time to start nibbling again. All of the stocks I’d mentioned last week are up since those lows
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Well, as we saw TSLA get slammed from the $450 level it was at heading into the much hyped Battery Day event — well, that’s why I talked about hedging it so often. Recall that TSLA got slammed after last year’s Full Self-Driving Day. The stock is up huge
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Well, as you might have noted late last week as the market’s declines got deeper and the Nasdaq fell well into correction territory of more than 10% decline from its highs just [double checks calendar] three weeks ago, I no longer outright hate the stock market and most of
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Here’s the transcript for this week’s Live Q&A Chat. Q. Cody, Cramer’s take, for what its worth, is that too much money is needed for the flood of IPO’s that is coming and that will put ongoing pressure on tech, as people will use
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You ever been around chickens? I hadn’t spent much time around chickens since the days when I was a kid and my dad was a vet and a friend from down the road kept some chickens at our farm house for a year or two. But others in the
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NFL starts tonight. I am excited because, even though I’m not the biggest sports fan in the world, I do enjoy watching the NFL and anybody who cares about sports at all is still starved for some sports. I bet $100 on the Texans to win the Super Bowl.
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On the flip side of yesterday’s Trade Alert in which I suggested covering some shorts and/or nibbling some longs, if there are any names you’d wished you’d trimmed more of when the markets were closed at their lows yesterday, now’s a good time to do
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You ever have a big blister that hurts but keeps getting bigger until finally it pops and though it really hurts at that moment, it actually makes you feel a bit better because now you know things can get back to normal? Is that a bad analogy for the 10-30%
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Here’s a list of most of our long positions including the dates and prices at which we started buying them and, by popular demand, the prices at which I’d consider nibbling more of each stock. You’ll notice that most of the stock prices I’d look to
