The Boys Are Back In Town
We're Back
Latest
Cody In Dallas April 4 + CNBC Middle East Appearance
Let's Not Guess At This (Mostly) Sentiment-Driven Turn
Revolutions "Trump" The Short Term
Cody is running through the most important Revolutions happening right now, plus how they fit in with current near-term economic backdrop.
Tesla Partisanship (Or Not), Apple's Siri Delay, GTLB Pressure, And Much More
The Revolutions Change, But Revolution Investing Doesn't
Trade Alert: How Quickly Things Can Change
We're doing some more nibbling today as the markets are crashing.
Latest Positions
Latest Positions: TSLA, Space, NFLX, and Bitcoin
We're rounding out our Latest Positions updates.
Recession Chances, Fake Humanoid Robots, Moon Landings, And Much More
Trade Alert: Tariff Playbook (We've Been Here Before) + CRWD Trade
We're running through our playbook for the Trump Tariff Trade War 2.0.
Latest Positions
Latest Positions: The AI Software Revolution
Latest Positions
Crypto Washout + Latest Positions: Cloud/Social Revolutions
We're looking back at the collapse in crypto over the last three months plus updating our Revolutionary ratings/analyses of few more of our longs.