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Alien Technology, Market Predictions, Bitcoin Party, Etc

Here’s the transcript from this week’s Live Q&A Chat, which was light on questions. The Q&A is not like this when stocks are crushed and set up as a good buying opportunity. Another contrarian data point about the stock markets. Q. Cody: what’s

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Trade Alert: Snap And The Importance Of Valuations

What a quarterly earnings report from SNAP. What a move in all the big social media stocks. Let’s look at some of our long-term SNAP analysis here along with some of our other history with social media and other tech stocks that have been so wildly outperforming this year

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The Long Arc Of Justice Will Come For The Markets And Everything Else Too

Last week, I held a Zoom call with my hedge fund partners since we can’t get together for a retreat or anything fun like that during the Coronavirus Crisis. We talked about valuations comparing ZM to TSLA, what can make the markets go down, how 2020 is a lot

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Social Censoring, Unlimited Energy, Math Weapons, Age Reversal And More

To clarify something from yesterday’s Trade Alert, the stock symbol I’ve started nibbling on is FVAC. Here’s the transcript from this week’s Live Q&A Chat. Q. Should I be concerned that if Biden becomes President, he would back track some of the policies set

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Trade Alert: The Long-Awaited Rare Earth Long Idea

“I would not give my rotating field discovery for a thousand inventions, however valuable… A thousand years hence, the telephone and the motion picture camera may be obsolete, but the principle of the rotating magnetic field will remain a vital, living thing for all time to come.” – Nikola Tesla I

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Market Might Finally Be Ready To Throw A Hissy Fit For Stimulus

I like to focus on individual stock ideas, finding the most Revolutionary companies on the planet when their valuations are compelling. Frankly though, the results have long spoken for themselves as our 10-100+ baggers have continued to pile up. Perhaps our quietest 20-bagger ever is Solar Edge, which has been

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The NFL And The Stock Market: Two Games Of Artificial Juice In 2020

For many years, decades even, I’ve written about how all the tax tricks targeted for giant corporations and rich investors, government subsidies and tax avoidance loopholes, market place protections, fiscal + monetary stimulus have created a Bubble-Blowing Bull Market environment that has long artificially juiced investor gains. Here’s an

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Trade Alert: Trump Has Coronavirus; Covering Some Shorts

First off, I pray and hope the President and anybody else with the Coronavirus recovers fully with no suffering. How does this affect our positioning though? It doesn’t. I’ve long explained that I don’t think who the president is matters as much to the country’s fundamentals

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Real Estate Outlook, Forest Fire Causes, The Gov in Alt-Energy, Tesla Earnings, Etc

Here’s the transcript from this week’s rather long Trading With Cody Chat. Q. Cody, what’s your thoughts on real estate in general? I know different places are different, but in general, are we in a bubble similar to 2008, or at least getting there? A. It won’

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Debate Impotence, Contested Election Risks and Market Analysis

The markets have put in a  5%ish bounce off the lows of last week when I’d turned less cautious and sent out a Trade Alert mentioning that it was time to start nibbling again. All of the stocks I’d mentioned last week are up since those lows

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Vaccine Trial Anecdote, Battery Day Sell-Off, Precious Metals, Stock Q’s

Well, as we saw TSLA get slammed from the $450 level it was at heading into the much hyped Battery Day event — well, that’s why I talked about hedging it so often. Recall that TSLA got slammed after last year’s Full Self-Driving Day. The stock is up huge

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Trade Alert: I’m Not Hating The Stock Market Anymore

Well, as you might have noted late last week as the market’s declines got deeper and the Nasdaq fell well into correction territory of more than 10% decline from its highs just [double checks calendar] three weeks ago, I no longer outright hate the stock market and most of