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Markets Outlook: Reflexivity, Blow-Off Tops, And Other Horror Stories

I don’t know when the ongoing Blow-Off Top Of The Bubble-Blowing Bull Market™ that we’ve been riding for the last 12 years will end. And maybe after ten plus years of me being long and strong and having diamond hands without even knowing that term existed, maybe I’

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Carbon Credits Scam, Intel Vs TSM, EV Bubble And More

Here’s the transcript from this week’s Live Q&A Chat. Q. Feet to fire, what’s the biggest threat to our portfolios over the next 12 months? A. That valuations come down to a more reasonable level and then the traders who love stocks right now decide

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Trade Alert: New Old Long Idea (Yes, A New Long!)

Although I have been writing recently about the Great Reset and the countless bearish anecdotes that I am seeing daily, in addition to looking for fraudulent or bubbled-up stocks to short, I continue to look for Revolutionary companies for us to invest in for the long-term. We are not in

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Stagflation, Wall Of Anecdote, Trade Alert, Da Bears And More

Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, what do you think of states continuing unemployment benefits? There are many businesses in Florida that have ‘We Are Hiring’ signs out but cannot get enough workers. Are there any companies we should short due

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How Many Bearish Anecdotes Before We Take Them Seriously?

Anecdotal evidence: “Evidence in the form of stories that people tell about what has happened to them. Example: ‘His conclusions are not supported by data; they are based only on anecdotal evidence.'” It’s important to not allow yourself to be confused by trying to extrapolate anecdotal evidence out

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Biden’s Chip Plan, Building Shorts, Working Longs And More

Here is the transcript from this week’s Trading With Cody Live Q&A Chat. Q. In a call with CEOs, Biden doubled down on a $50 billion plan to invest in chips. Biden read from a letter from 23 senators and 42 House members backing his proposal for

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Trade Alert: Beware The Frauds When The Tide Goes Out

Back like 15 years ago, I started a company called “TubeRevolution.com” which was a site where we filtered and organized all the Hollywood and/or other major copyrighted content on YouTube. I was approached by a friend who wanted me to meet a friend of his who owned another

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Trade Alert: Be More Cautious As The Bubble’s Probably Popping

I often talk about that the main reason I write about my trades and investments is so that I can keep a record of my analysis over time. One of the best moves I ever made for my career as a hedge fund manager and pundit was when I turned

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Who’s More Scared, Real Estate, Crypto Crashes, SPAChaustion And More

Here’s the transcript for this week’s Trading With Cody Live Q&A Chat. Q. Cody, what were the results of the recent who’s more scared poll? A. I didn’t get as many replies as usual, but it was an overwhelming consensus that the bulls are

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Trade Alert: The Great Reset Ain’t Over

“I must caution you that you cannot live in the past. The 1971-72 season is now history and we must look toward the future. The past cannot change what is to come. The work that you do each and every day is the only true way to improve and prepare

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Propped Up Corporations, Rare Trades, War Is Lame, Space On Hold And More

Here’s the transcript from this week’s Live Q&A Chat. Q. Regarding the New Green Deal… Do you agree that we are in a predominantly fascist world, where world governments are picking and choosing which companies have the best opportunity at success? Did Tesla and SpaceX not

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Trade Alert: Crypto Stock Idea

What a week to be back. That open this morning was terribly ugly but it was over within the first fifteen minutes or so. I did a little nibbling in the hedge fund premarket and near the open, but I had no idea the bottom (at least the short-term bottom