Trading with Cody (Page 37)

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What Can We Learn From The Headlines: EV BKs, Central Bank Follies, Space Trillions(!)

Let’s run through some recent headlines and see if we learn anything: We’ll start off with a headline that we’ve been (sadly, contrarian-ily) needing to see in hopes that the markets can eventually start putting in a real, long-term bottom: Electric Last Mile Solutions Files For Chapter

Market/Economic Analysis: The Good News And The Bad News After Today’s Market Melt-Down

First off, I’ll mention that in the hedge fund, I did nibble some more Intel INTC yet again. I nibbled some call options on GOOG and META, dated out to next week and/or into late October, mostly with strike prices about 10-20% out of the money (10-20% higher

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Why Bearishness Is Bullish, 50 Years Of DJIA Gains, Space Competition Vs Bureaucracy, Intel Info, Much More

Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Good Morning Cody. I’ve heard institutional money bought 3 times more puts than the did in 2008. Not sure if this is true or not, but what say you sir? A. It’

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Some Extreme Thoughts On The World’s New Economic Paradigm

ex·treme /ikˈstrēm/ adjective 1. reaching a high or the highest degree; very great. “extreme cold” Similar: utmost uttermost very great greatest greatest possible maximum maximal highest ultimate supreme paramount great acute major intense enormous severe high superlative exceptional extraordinary Opposite: slight 2. furthest from the center or a given

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Technology, War And Stocks

* “Poker is war. People pretend it is a game.” Doyle Brunson * “Show me a good loser and I’ll show you a loser.” Stu Ungar * “My favorite chip trick is to make everyone’s chip stack disappear.” Amarillo Slim A few months ago, I started buying stock in Intel, betting

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Finding The Next Apple

You’ve got your ball You’ve got your chain Tied to me tight tie me up again Who’s got their claws In you my friend Into your heart I’ll beat again – Dave Matthews Band Let’s update our numbers on the sell-off since I sent out the

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A Zoom Meeting About Crypto Security, Highest Conviction Longs, Starlink’s Applications, Etc

Here’s the transcript from yesterday’s brief Live Q&A Chat. Q. Cody, a couple of weeks ago you said you would investigate hard drive crypto wallets for moving your SKTL tokens from your Metamask wallet. Do you have any recommendations for doing that? A. I’ve not

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Trade Alert: Markets Tanked On Cue, Here’s The Plan Now (And A New Nibble)

We are deep into the market pullback that I was expecting for the last couple weeks. It’s not quite panicky (yet?), but there are plenty of those formerly highflying speculative tech stocks that are down 30-50% or more since I started calling for the market to pullback like this.

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Odds Of A US Collapse, Inflation Thoughts, Hedge Fund Crypto Strategies And More

Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, How likely do you think US could collapse in the next 10 years? Ray Dalio think it will happen in 10 years but his data + logic is suggesting every democratic country should collapse in 10

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Do We Have To Have A Catastrophic Ending To The Giant Bubbles That Popped?

In the ten days since I sent out the post called “Top 5 Reasons For A Market Sell-Off”, here’s an overview of the broader action in the markets: ARKK is down 10% Bitcoin is down 5% SMH is flat Nasdaq is 1% S&P 500 and DJIA and

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The Action Ain’t Bullish But Rocket Lab’s Results Are

“There’s times are volatile There’s no room left for you Dead Dead and bloated There’s no room left for you There’s times are volatile” That’s Machine Head. Wild lyrics if you read the whole thing. It’s never boring around there these days. Recall that

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Trade Alert: Trading With Cody In Space (And A Request For More Military And Police Patches) AND THANK YOU!

Okay, a few bookkeeping items to take care of and a thank you I want to extend. First off, I am selling my Alibaba BABA today. I’m holding onto my JD which I bought back in the $20s a couple years ago as my only exposure to China. I’

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