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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
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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
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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
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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
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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
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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.
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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
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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
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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
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The economic underpinnings of our society are based on revenues generated from people doing things, consuming things and being together. We aren’t doing things, we aren’t consuming like we did a month ago and we certainly aren’t being together. The NBA is thinking about not paying player
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Let’s get started early here. Ask me anything for the next hour. Q. Cody, if the USA turn out to be Italy or worse which is probable, I imagine the market will have a bid negative reaction to full hospitals and the terrible stories, no? A. Probably, but it
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Another day, another big move in the markets. At least initially to the higher side. I’m sticking with the game plan, doing a little trimming and reshorting some indices to keep hedged. I’m writing up a bunch of analysis about what we should expect for the economy and
