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Amaris is such a princess warrior and the doctors say we should be able to bring her back home next week. She’s off the ventilator and feeling much better. Here are most of the trades I’ve made lately in the hedge fund with a bit of commentary on
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Here’s the transcript from this week’s Live Q&A Chat, including my feet-to-fire prediction for the markets, cryptocurrencies, earnings and lots of stocks. Q. Cody, what is your feet-to-fire prediction for short term ? For TWC portfolio, you do not have much puts I believe. Are you looking
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Amaris has been on the mend but she remains in ICU on a ventilator. Here are most of the trades I’ve made lately in the hedge fund — this time with at least a sentence or two of explanation. Longs: I bought a starter position in AAOI. The stock’s
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Let’s do this. Ask me anything. Q. What are your thoughts on the overall market…with China stimulus, Brexit, US shutdown, and China tarriff stuff….? Earnings start next week. A. The stock markets are overextended too. But I’m not sure there’s another 10-20% pullback waiting. Feet to
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Here’s what’s going on. Amaris is still in Albuquerque in the hospital ICU on a ventilator among other things. You can learn more about Amaris here. I’m headed to Albuquerque to be with her and her mother and sister this morning. I probably won’t write again
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Good morning all. Amaris is still in the ICU. She’s on a ventilator to help her breathe. Thanks for the concerned questions and prayers everybody. Q. Cody, your directional instincts have been good. Rare to find a strategist with both long and short chops. Do you have a catalyst
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I got the office around 5:30am this morning and have been analyzing stocks and doing some more trading as I continue to slowly build positions in the hedge fund, both long and short. I’ve got to head back up to Albuquerque to the hospital to my family as
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What a time to launch a new hedge fund! Markets getting pounded and I’ve been putting a little more money to work both long and short today. I do apologize for not writing with more details right now, but between the launch and my daughter being in the hospital
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What a time to launch a new hedge fund! Markets getting pounded and I’ve been putting a little more money to work both long and short today. I do apologize for not writing with more details right now, but between the launch and my daughter being in the hospital
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The hedge fund is off and running. I’ll write up more analysis and details later but here are most of the trades I’ve put on so far this morning. I’ve bought some common and/or call options (in alphabetical order): AAPL AMZN GOOG PANW SEDG SNAP SQ
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I’m sure my house wasn’t the only one full of family, love and fund — with lots of talk about the markets and the economy too. Monday’s historic Christmas Eve sell-off didn’t bring good cheer into the holiday. After eight years of being steadily bullish and long
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“Panic” is the first word on Marketwatch’s headlines. I’m getting texts from old assistants, nephews, friends and other people joking or not joking about whether this is a crash. Well, the Nasdaq is now down nearly 25% from its highs of just 90 days ago, almost in a
