Trading with Cody (Page 72)

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Predictions: What’s the biggest industry ever and Trump’s re-election odds

Here’s part 2 of the transcript from this week’s Live Q&A Chat. Q. Cody A long ways away in political-time, but what would you put Trump’s % chance of re-election as of this moment? A. Before I answer this one, I’d love to hear all

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Uber Tesla Taxis, Bezos bitcoin, Gold standard, Technology vs jobs, and more

Here’s part 1 of the transcript from this week’s Live Q&A Chat. Q. A lot going on domestically and abroad. Stocks went up as you anticipated and wondered if you have any intuition about where we go from here? Thanks. A. I think stocks could gyrate

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Singularity, Hedging, Bailouts for college kids, Slack, Bitcoin & more

Here’s the transcript from this week’s wide-ranging chat. Man, things be changing quickly round here… “Everyday it’s a-getting closer, Going faster than a rollercoaster, Love like yours will surely come my way, A-hey, a-hey-hey, Everyday it’s a-getting faster, Everyone said, “Go ahead and ask her,” Love

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Trade Alert: How to work with WORK (Slack) and two nibbles

The indices are hiding just how badly some of the highflying momentum stocks are being crushed out there. Cloud names especially are being hit hard, with many like TTD, OKTA, TWLO down double digit percentages. I’ve started a position in WORK here. The stock is down another 10% today,

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Use Self-Reinforcing Cycles to your advantage

You know that the hype around a coming recession is high when even the random lady I sat next to at the airport who works at Microsoft in cloud sales immediately said to me when I told her what I do for a living: “Let me ask you something. Are

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Trade Alert: Uber, Dogs in Tesla, Family hugs, Best Uranium stocks

Morning all. We did a weekly Q&A in the chat room this morning, even though I didn’t send out a notice to everybody. I’m baaaack from NYC and I’ll have some analysis and ideas from NYC that I’ll be writing up for you this

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Trade Alert: MO no mo’, Moronicoin, Gronkoin, Tesla, Google and Gold

Here’s the transcript from this week’s Live Q&A Chat. I’m selling my Altria MO today, more details below. Q. Best guess. When are negative interest rates coming to US? Will that crash the stock market or blow bubble even bigger? A. If the negative interest

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Will the Dems be tough on China too? (And the Kurzweil Singularity Rate of News)

I’m headed to NYC tomorrow night for the rest of the week. I’ll be on Fox Business Friday morning August 30 from 6am til 9am ET. Doesn’t Friday feel like forever ago already? Maybe I should attribute that to a Kurzweil Singularity Rate* in the News Cycle.

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Tariffs, Trade Wars, Tweets and Trump: The 4 T’s driving our economy and markets

Our markets, if not our actual economy, are being driven by tweets, tariffs, trade wars and Trump (“The Four T’s”, copyright Cody Willard 2019 haha). Trump tweets, especially the ones about tariffs and trade wars, are driving our markets, at least intraday, if not our actual economy more often

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Trade Alert: The wild August market gyrations continue

All it took was yet another tweet tit for a tariff tat to get the markets are worried about The Great Trade War of the 21st Century. Is the trade war going to create a US recession? Can it be resolved before one hits? I’ll write more about this

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Telsa-like intuition, The Roku of Food, Pot might finally be a buy and a Trade Alert

Here’s the transcript for this week’s Live Q&A Chat. Q. When looking to build a core position to hold with conviction for many years please describe your thought process. Is intuition a significant part of that? A. Interesting you should ask that question. I just wrote

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Markets headed higher still? The Kurtzweil Singularity Rate of Change

At one point on August 1, the Nasdaq 100 was above 8000. Heading into August, I got a little bit bearish and highlighted the SMH in particular as a short. (Trade Alert: TXN pops, semi’s look ready to drop (and a change to my TV schedule)). Two trading days

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