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Politics, partisanship, the markets and you (PLUS Apple into year-end)

Here’s Part 3 of 3 to this week’s transcript of our Trading With Cody Live Conference Call. Subscriber: Cody, you were great last year at handicapping Apple going into the 4th quarter. I’m just curious. It’s had such an amazing run. Where do you see it

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Nvidia short-term vs long-term, Impinj outcomes and revisiting Gigamon

Cody: Alright folks, if you have questions then jump in. I’m happy to talk markets, stocks, politics, geopolitics, war, crime, punishment, big brother. Subscriber: Hello Cody. I just joined your website. Cody: Hello. Thank you for joining. Subscriber: No problem. I just had a question. I bought a lot

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San Fran Takeaways and Bubbly Bitcoin Euphoria offers bad risk/reward

Here’s Part 1: The Intro to this week’s transcript of our Trading With Cody Live Conference Call. Part 2 and Part 3 will drop tomorrow morning. Welcome to another edition of The Cody Show. No, wait, here’s a better one. Cody does his best Kosmo Kramer voice:

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George Gilder, YouTube, politicians, Unicorn CEOs and today’s conference call

Last week in San Francisco, I met with CEOs of billion dollar unicorn start-ups, Cisco’s former long-time #2 under John Chambers, YouTube employees at their headquarters, legendary tech analyst George Gilder (we talked about Impinj PI and Nvidia and artificial intelligence and bitcoin and much more), venture

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Trade Alert: Buying back some of this RFID stock that’s down

I’m going to buy back a few of the shares of Impinj (PI) that I’d sold back when the stock was above $50 two months ago. The stock has been down since it’s recent earnings report and the hype that we sold into has now come out

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Trade Alert: What I’m doing with our IWM puts

I wish I’d done it earlier this morning, but I thought we might have some drift lower into the weekend, but anyway — I’m going to sell 1/3 of them this morning, sell 1/3 of them and let 1/3 of them convert into a bigger IWM

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Cody’s Latest Positions

Here is a list of my latest positions with updated commentary and ratings for each position. I’ve broken the list into Longs and Shorts. And from there, I’ve broken down each list into refined categories in order from the largest positions within each category to the smallest. I

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Cody Kiss & Tell: Stocks and stocks

Here is the transcript from this week’s live Q&A in the Trading With Cody Chat Room. Q. Can you give us your thoughts on the PI quarter? A. Steady with $PI. Still far from being a de facto standard in RFID and if it ever gets there,

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Old man on his death bed: “Buy bitcoin…”

A friend of mine told me yesterday about a friend of his who was bragging to him about all the money he’s been making by subscribing to Trading With Cody. My response: Ah, man, you know the market never likes hubris. I’m putting the finishing touches on a

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PSA: The future of Bitcoin and cryptocurrencies

$BTC bitcoin hitting $4300. Holy cow. I was a bitcoin bull since it was at $100 and I still own some. But I do expect a bitcoin crash back below $1000 at some point in the next few months or year or so. Buyers/traders/speculators/miners of bitcoin at

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North Korea tensions and the market, a two-tiered economy, Shopify, Micron & more

Cody: “Mack-Daddy Willard.  It’s Cody.  Hello everyone.  Hello hello.  Alexa, play Kris Kross on Spotify.”  Alexa plays something else.  Cody:  “No, that’s not it..  Alexa stop.  That’s the problem with Alexa, she’s good but she misses a lot of stuff like that.”  Alexa makes some

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Trade Alert: Adding this surprising play on The Voice Revolution

Join me for this this week’s Trading With Cody Subscriber Live Q&A Conference Call at 2pm ET. I’ll be ready to rock n roll and I hope you’ll call in live to ask questions, kid with me, or otherwise check in. Join me on the