All
I got back from NYC and to Ruidoso NM at about 3am Saturday morning — The Tesla sure makes the 170 mile drive from the airport in Albuquerque easier than it used to be. Lots of interesting meetings and experiences on the trip and I’ll be writing about all of
All
Q. Thanks for your update. I’m 80% cash, nibbling slowly on your names. Question: Does part of you wonder if this might become 2001 again where high fliers like WORK fall 50% – 70%? I’ve been nibbling your recommendations steadily, but they keep putting in lower lows – and we
All
I’m headed back to NYC tomorrow night, though we’ll have the chat tomorrow. I’m scheduled to be on Neil Cavuto’s Fox Business show at noon ET or so on Wednesday. I’ve also got a meeting with the CEO of Republic, a hedge fund manager or
All
The broader indices are hiding the overwhelming bear market that the typical stock is currently in. The highflyers, the cloud names, software stocks, Chinese stocks — there’s a bear market in many sectors out there. Many stocks, even good companies’ stocks like ROKU and SHOP and TTD are down 30-50%
All
Q. In last night’s note about The Space Revolution, you said “…there are so many names and Revolutions that I lost patience for. The Robotics Revolution. The Bitcoin Revolution. The Social Media Revolution.” Can you expand a bit on your loss of patience? For instance, the TWC portfolio is
All
“Nicola (sic) Tesla promises us communication with our terrestrial neighbors. How, when and where? remain to be seen.” – Richmond Times 1901 The Space Revolution — certainly the private Space Revolution — is in the top of the first inning, maybe like three pitches in. That’s why there are so few pure(
All
My old friend Vitality Katsenelson is a very smart money manager and value investor who thought my Trading With Cody subscribers might enjoy seeing his analysis on The EV Revolution (Vitaliy has been a long, long time subscriber). Vitaliy is the guy who puts on the value investment ideas conference
All
The tectonic plates of our society, economies and culture have shifted to a place where for the first time in the history of our planet, private companies will be in a Space Race. Think about that — for all the world’s riches, there are many more times the amount wealth
All
Here’s part 2 of the transcript from this week’s Live Q&A Chat. Q. Cody A long ways away in political-time, but what would you put Trump’s % chance of re-election as of this moment? A. Before I answer this one, I’d love to hear all
All
Here’s part 1 of the transcript from this week’s Live Q&A Chat. Q. A lot going on domestically and abroad. Stocks went up as you anticipated and wondered if you have any intuition about where we go from here? Thanks. A. I think stocks could gyrate
All
Here’s the transcript from this week’s wide-ranging chat. Man, things be changing quickly round here… “Everyday it’s a-getting closer, Going faster than a rollercoaster, Love like yours will surely come my way, A-hey, a-hey-hey, Everyday it’s a-getting faster, Everyone said, “Go ahead and ask her,” Love
All
The indices are hiding just how badly some of the highflying momentum stocks are being crushed out there. Cloud names especially are being hit hard, with many like TTD, OKTA, TWLO down double digit percentages. I’ve started a position in WORK here. The stock is down another 10% today,
