Finding, adapting, and profiting from these marketplace revolutions…
I don’t like believing that the Fed’s ongoing 0% interest rates and other unprecedented easy monetary policies along with trillion dollar stimulus and targeted corporate tax and trade policies mean that we’re going to see the greatest asset bubbles we’ve seen yet in the next few years. I’d rather the market not overshoot and overinflate what will be an incredible boom in its own right — the app/cloud/smartphone/tablet revolution.
I don’t like figuring out the best ways to profit from the slowly swinging pendulum back against banks that would be insolvent without continued “generous” accounting methods and welfare loans and trades with the government. I don’t like the idea that we can probably profit by betting against the country’s largest mortgage servicer because all the evidence points to serious accounting control issues and even potential standardized fraudulent practices.
I certainly don’t like all the hate I get for not just considering my run with Apple from $7 to now and from Google from $95 to now “good enough” and instead sticking my neck out there and predicting that they’re going much, much higher still. I don’t want these app stocks to truly go outrageous and bubblicious.
And I also certainly don’t like the anger I get from people at Goldman, Citi, JPM and the other big banks, some of whom used to be my friends and colleagues and employees, but most of whom hate me and my vocal stance against the state-funded companies their employers have become over the last few years during the so-called financial crisis.
But my homework, my analysis and my charts all have all been telling me that those are the bets I should be making, and we’ve had a lot of success investing our time, money and reputation on these trends as they’ve been playing out.
Finding, adapting, and profiting from these marketplace revolutions that are being driving by both technology and policy are required for all of us now more than ever. It’s not about partisan politics or budget deficit impasses or pirated software — it’s about the ongoing ramifications of the tens of trillions of dollars of wealth that was created/moved/transferred/loaned/whatever during the bailouts and still ongoing today. It’s about the trillion dollar marketplaces for apps and clouds and entertainment and news and information and gaming and who knows what else is coming for the Endless American Tech Revolution. And it’s about the trillion dollar market caps all of the aforementioned is brewing.
Here are a bunch more of my recent articles about the app/cloud/smartphone/tablet revolution full of lots of stock picks:
- Best charts in all of tech
- Apple to sell 1 billion iPads
- iCloud stock picks
- Get ready for the new tech bubble, the biggest bubble of all time
- The bears are dead wrong: Why tech is about to take off
And here are bunch of links to my recent columns explaining why I’m betting against the TBTF banks and what my homework points to as the biggest culprit in the foreclosure/robo-signing/securitization fraud debacle that’s finally starting to come to light to the mainstream in its full magnitude:
- Best short in the market right now (Updated)
- Long apps, short the Fed
- Every trade from Cody Willard personal account week of April 30, 2011
- Short the banks as the pendulum swings back
Now that I think about it, I do like betting that technology is disrupting age old business models that have fleeced consumers through government-granted monopolies like cable television as it is disrupted by your iPads, iPhones, Apple TVs, and who knows what is coming next. Here are some recent articles by me about what stocks I’m in the cable sector I’m shorting and why:
- Stoking the Cable revolt
- All the trades from the week May 6, 2011 in Cody Willard’s personal account
- Sell! Sell! Cablevision admits their business model is “badly broken”
And finally, here’s some answers to some FAQs about TradingWithCody.com:
