All
Here’s the transcript from Friday’s Live Q&A Chat. Q. Hi Cody. It’s amazing how my portfolio is close to its highs from February. I’ve sold down a bunch of longs and am sitting on about 30% cash. Now, though, I feel like I’m
All
With all that’s going on with the Coronavirus Crisis, it’s shocking that the the markets are back to where they were just a few months ago, late 2019 levels. The Nasdaq is actually back to where it was in December: Aren’t you glad you didn’t panic
All
Here is a Part 5 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Let’s do this week’s Live Q&A Chat today at 1pm ET today (Friday). Come directly to
All
Here is a Part 4 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Tonight I start with this picture of a folder that my great-grandfather used to keep stamps in. My mom just
All
Here is a Part 3 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Yesterday, I’d noted, “That was another rather amazing day at the markets, with Tesla and Virgin Galactic leading the
All
Here is a Part 2 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position, including a couple Trade Alerts. Well, that was another rather amazing day at the markets, with Tesla and Virgin Galactic
All
Here is a Part 1 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position, including a couple Trade Alerts. It’s amazing how quickly the prices of individual stocks are changing. If I’d
All
vig·i·lant adjective 1. keeping careful watch for possible danger or difficulties. com·pla·cent adjective 1. marked by self-satisfaction especially when accompanied by unawareness of actual dangers or deficiencies I caught the pilot episode from the year 2002 of the TV show, Monk, the other day. It’s
All
Here’s the transcript to this week’s live video Q&A chat, organized by trends/markets/politics, then strategies and individual stocks. Subscriber: Thanks for all your writing these last number of years. You’re into revolutionary stocks, and also of course stocks that have great business models.
All
The markets are gyrating following a path of least resistance lower for now but I wouldn’t necessarily try to bet that these trends continue. On the one hand, the economy has been terrible for a month and is going to get even worse over the next two weeks as
All
Here’s the transcript to the wide, wide ranging discussion over video conference I had with the Trading With Cody community on Friday. I’ve organized the questions according to topic, starting with economy/markets (ie, corona-nomics), then strategy/trades and then specific stocks. Be sure to read the last
All
I’m going to riff on a bunch of related deep thoughts and than summarize them all up at the end with strategy and trading ideas. (Let’s do a Google talk tomorrow (Friday) at noon for this week’s Live Q&A Chat at 12pm ET. We’re
