Trading with Cody (Page 39)

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Fed BS, Fear Is Always Wrong, Roku Is The Anti-Netflix, ETH Vs Bitcoin, And Much More

Here’s the transcript from yesterday’s Live Q&A Chat over zoom. The markets have given back all of yesterday’s brief upside. Remember how I’ve been saying “This is a ‘No BS Market’.” Well, the Fed tried to BS everybody yesterday with their silly 50 bps

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Recent Media Coverage

Media Coverage SKTLs has been featured on Fox Business, Marketwatch and all over the web. Here is some of the coverage.

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Surviving The Crash Brings The Opportunities To Find Stocks That Go Up 100x

Here’s part of what I sent out to my hedge fund investors in a letter yesterday. The markets yesterday tried to put in the kind of “abrupt ending” to the crash that I mention in the write-up (I wrote this over the weekend and finished up early yesterday when

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All Investing Is Value Investing, Earnings Reports, More

Here’s the transcript for this week’s Live Q&A Chat. Q. Really appreciate the sentiment in your notes on “not being scared” and keeping a cool head. Seems like there’s lots of upside from these current prices and staying even keeled is key. Currently sitting on

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Trade Alert: What About Valuations

Let’s keep doing real homework and being disciplined about our approach here. That’s where the real edge is over the long term. And that’s why we keep following the playbook. I came across this list of crashed big cap tech stocks on Twitter when I was hanging

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Latest Positions: A No BS Market PLUS Semis And Other Names

This remains the “No BS Market” as any whiff of bullsh*t gets sold. Promises of future growth are starting to be considered folly. That’s part of the process of bottoming. We need some of the most speculative and especially some of the fraudulent companies that came public in

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Torn Markets, Big Tech Buy List, Berkshire For PayPal? And More

Here’s this week’s Trading With Cody Live Q&A chat. Hi all. I had a typo in yesterday’s Latest Positions, as I still have Part 4 to come. It’s been a wild week in the markets and at my home too. Amaris got her cast

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First Off, Don’t Panic PLUS Positions: (Energy, China Stock Reviews)

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 (Friday) in the TWC Chat

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Positions: Social, Trillions And Buying A Tranche of NFLX

Here is a Part 2 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell

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Latest Positions: Tesla, Space Stocks And Defensive Names

Here is Part 1 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Nice bounce in the markets today, especially in the most speculative and beaten-down names. I’m not making any moves in the personal

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The Other Side Of The Bubble: Analysis For Stocks, Crypto And Bonds

I had a very insightful and fun trip to NYC last week. The crypto regulations event that I chaired was full of people who want clarity from the various regulating bodies. It seems clear to me, at least at this point, that the US is definitely, as usual, in the

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Real Estate Outlook, Space, Crypto, Gold Coins And More

Here’s the transcript from this week’s Trading With Cody Live Q&A chat. Q. Cody, is recession imminent for Europe and the US in the next few months? A. 30-40% chance for the US, 60-70% for Europe. Q. With home sales starting to show some signs of

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