Trading with Cody (Page 71)

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Selling it all, Uber vs Lyft, Chiefs by 30, Space Revolution Loser and much more

Here’s the transcript from this week’s Live Q&A Chat. Not much fear in the chat room and that sometimes makes me a little bit worried. Q. Do you think there will be decent pullback? (Different from panicky sell off). A. At some point, definitely. Whether that

Trade Alert: Getting a bit more defensive

Good morning and welcome back to the circus. Coronavirus has gotten worse in the last two days, but the markets are looking past it for now, as I’d expected them to. However, after doing the Latest Positions round up and looking at our returns already this year, I’m

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Latest Positions Part 3: FANG, DIS, Space Stocks, Defense, Crypto, Shorts

Markets were nasty today with coronavirus fear. I’d rather nibble some of what we trimmed or cover some hedges than panic with the markets right now. In the meantime, here is Part 3 of 3 of my latest personal portfolio positions and most of the hedge fund positions with

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Latest Positions: WORK, PANW, SQ, NVDA, TSM, SEDG, FSLR, JD, BIDU

I just got scheduled to do a Fox Business hit to talk about the markets and earnings and what not today at around 2pm ET. Here is a Part 2 of 3 of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings

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I’ll be on Fox Business today talking about this topic

Heads up, I’ll be on Fox Business talking about The Space Revolution at 12:40pm ET or so. Speaking of The Space Revolution, here’s part of the transcript from the interview I did the other day on my old friend Aaron Task’s podcast in which I discuss

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Why SPCE Nearly Tripled, Signs of a Market Top, And Much More

Here’s the transcript from this week’s Q&A Chat, including two Trade Alerts — trimming a tiny bit of SPCE and hedging a part of our BA position with puts. Q. Can you think of any sign(s) to watch for that might indicate an end to the

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Latest Positions Part 1: TSLA(!), UBER, FB, TWTR, SNAP, TMUS, QCOM, CSCO

Here is a Part 1 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, including a couple Trade Alerts. I’ll send out Part 2 and Part 3 later this week. (And in the

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Rodeos, Podcasts and Space

Good morning and welcome back to the rodeo. This morning, I’m headed to put my eyes on Spaceport USA, just outside of Truth or Consequences, NM. I want to see the facilities where Virgin Galactic has moved their headquarters and to see the scale of Spaceport USA in person.

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Ten year Tech Revolutions, Stocks I’d buy now, Who’s more scared? and More

Here’s the transcript from this week’s Live Q&A Chat. Be sure to hit reply to this email and let me know your answer to this question: “Who’s more scared right now, the bulls or the bears?” Q. In 2008 I was smart enough to sell

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Trade Alert: What the market indicators say now

New York City was hopping last week. Ruidoso NM is hopping this week. The economy keeps chugging along, stocks keep going higher, what can possibly go wrong? Well, my friend, one thing I know is that the best time to think about and plan for what can go wrong is

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Chat Transcript: The Iran War Threat to the Markets and more

Here’s this week’s Live Q&A Chat. Be sure to send me an email with your answer to this question: Let’s do a poll. Please post your answer. “I am: Buying more / Trimming / Doing Nothing.” Q. I just trimmed a bunch of winners across the board

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Trade Alert: Spotting a Musical Revolutionary Investment

A couple weeks ago I was doing some curls, standing next to my wife who had just finished her inaugural workout on our new Peloton bike when she starts tapping the Tesla-like screen on the front of the bike to create me an account too. She got to the

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