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Top 5 Reasons For A Sell-Off, “Check The Crypto Scoreboard” Trash Talk, Etc

Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Last week you wrote: “My rough playbook here is to continue to trim and sell long positions into this rally and (have new names) to start scaling into, hopefully on a big broad

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Trade Alert: Market’s Greed Is Back (And Getting Out Of PYPL)

If you were in pain at the recent lows when the markets were in free fall, now is the time to consider doing some trimming and some catching of your breath and making sure that you’re not too overly long and exposed to this now probably overbought market. Is

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Bear Market Plans, Economic Debate, Intel, Cutting PYPL In Half, Onshoring, Etc

Here’s the transcript for this week’s Trading With Cody Live Q&A chat. Please note I sold half my PYPL as I mention below. Q. What are our strategies if this Bear Market last for another 3 quarters or so? A. The bear market might just slowly

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Five Things I Learned This Week

I can’t believe another week is almost gone by. It’s been a wild one too, eh? Ups and downs, which are nothing new. But the flow of earnings reports and Fed watching and economic data updates were something special. Here’s what I learned this week: 1) Inflation

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Market Price Predictions, Cody Bat Computer, Spock Stock and More

Q. Cody…feet to fire, where do you see the Dow, Nasdaq 3 months, into year end and out a year from now? A. In 3 months, DJIA at 30,300, Nazz at 11,500. At year end, DJIA at 32,000 and Nazz at 12,500. One year from

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Trade Alert: What We Should Focus On Now

Everybody wants to be a Revolution Investor these days. It’s gotten crowded around here. Let’s step back and look around and get some perspective on how we make money long term. It’s not about looking around for 10% growers… It’s about much more than that. Strut

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Intel, Unity vs Dutch Bros And More

Here’s the transcript from this week’s Live Q&A chat. Q. Cody, you mentioned you were going to speak at a conference and present Intel as your best value play. Could you share that presentation here or a cliff notes version? Thank you! A. I’m actually

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On Donkey, Dogs, And The Search For New Names

It’s been a pretty hard week or so at my house. Our sweet donkey, Marigold, passed away. My mutt, Cardi, that we rescued three months ago, was diagnosed with incurable cancer. Amaris didn’t feel well today. I was supposed to be in Vail this week at a hedge

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China Vs Taiwan Would Start WWIII, Crowded Commodities, Onshoring Opps, Seinfeldian Fed, And More

Here’s part 2 of a lightly edited transcript from a 1 hour and 20 minute long zoom Trading With Cody Q&A. You can also watch the full video version of this by clicking here. Farouq: Cody, it’s Farouq here. I had a question on RKLB. Cody

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Not Investing In Endless Undeclared Wars, Tesla Phone, Solar Stock Crash, And More

Here’s part 1 of a lightly edited transcript from a 1 hour and 20 minute long zoom Trading With Cody Q&A. You can also watch the full video version of this by clicking here. Cody Willard: Welcome to an almost impromptu version of a Zoom weekly Q&

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Latest Positions: Energy and China

Here is a Part 3 of 3 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. We will do this week’s Live Q&A chat at 10am ET tomorrow (Wednesday) in the TWC Chat

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Latest Positions: Meta, Apple, Google, Amazon

Markets got ugly this morning and as planned, I nibbled a little of two of our names that hit new 52-week lows today, PYPL and RKLB. I’m still just in nibbling mode, not buying outright full-sized tranches. We have to let the markets throw the pitches they’re going