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With the banning of Huawei, The Great Trade War of the 21st Century has gone from being mostly a distraction for the markets to perhaps something more ominous. Or maybe not. Trump’s tariffs haven’t really mattered much to the markets or the economy, as I’ve predicted from
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My new hedge fund is going to be concentrated mostly in publicly-traded equites with a little bit of cryptocurrencies and even some investments in early-stage private startups to create a diversified portfolio. I plan to make my early-stage private startup investments via Republic, the first and only crowdfunding platform built
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My new hedge fund is going to be concentrated mostly in publicly-traded equites with a little bit of cryptocurrencies and even some investments in some crowdfunded start ups. I’ll be buying crowdfunding assets starting on Republic.co, the first and only crowdfunding platform built from the ground up to
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Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Can I just say, sometimes I feel a lot of pressure to deliver. I do my best guys, but I will make mistakes and be
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Here’s the transcript from this week’s Live Q&A Chat including discussion on what to look for in a down market, the trade war and Uber. Q. Hi Cody, Thank you for providing awesome service. What are your views on trade war? Can it became full blown
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I’m doing a little more buying today and rebalancing the portfolio too. I’m also adding a new name and I’m going to get cut one name to do so from the portfolio to do so. I’m letting go of Intel here. The company’s guidance for
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Good morning and welcome back to the stock market circus. I’m doing a little nibbling today, bought a tranche of COMM. The company is just getting about to start its integration with major acquisition Commscope which closed April 4. The quarter was pretty bad for both companies, but I
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Here’s the transcript from this week’s Live Q&A Chat including discussion on the volatility of the market, Tesla’s cash raises practices and overall portfolio earnings. Q. Shall we nibble something when Mr. Trump scares everybody? A. Pitch by pitch. Scare by scare. Trade by trade.
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Here’s the transcript from this week’s Live Q&A Chat including discussion on the Market melt-up, where to trim and AI. Q. Feet to fire prediction for next 3 months. A. F2F guess for next 3mos is: Market falls 3.2% this week and next, consolidates quickly
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Since I was in Austin on a business trip, my wife received her Tesla Model 3 with the Full Self Driving computer Tuesday morning without me. She drove it to work and lunch and gave her mother and father and colleagues a ride in it on one of the main
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Things got really interesting in the Trading With Cody Chat Room today as worries and even anger about Tesla going down a few days after we started buying it and I have been calling it my favorite buy right now — and that’s got some people upset. Here’s most
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Here’s the transcript from this week’s Live Q&A Chat, including more discussion on Tesla, portfolio positions, and a bit more 5G. Q. Hi Cody, we have been closing out many short positions since 2019, are you OK with the very long portfolio? Need some hedges? A.
