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DISRUPT YOUR OWN FUTURE “Master disruption to own your future” from Pontus Siren at Innosight was the title of one of the most fascinating presentations that I sat in on at SALT Abu Dhabi. The talk was all about how you have to see disruption before the data tells you
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Money might make the world go round, but growth makes the economy and markets go up. That’s one of the takeaways from my time at the SALT conference, put on by my old pal Anthony Scaramucci and his Skybridge Capital firm and which they bill quite accurately as “global
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Learned a lot, listened a lot, networked a lot, talked a lot at the SALT Conference in Abu Dhabi. I’m catching up on things in the office and answering some of the many missed communications from the past week. I have a lot to tell you about, both ideas,
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Well, it’s certainly been insightful and interesting to come to a finance conference in Abu Dhabi with 1300 attendees from all over the world, representing hedge funds, service providers, wealthy family offices, sheiks and others. I’ve learned a lot already, including how many people here are long Zoom
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Earlier this week, I asked both my Trading With Cody subscribers and my Twitter followers to take a poll: “The hardest trade to make right now is: 1. Buying more stocks 2. Trimming stocks/reducing exposure 3. Sitting tight” As I’d noted at the time, if the hardest trade
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Here’s the transcript from this week’s Live Q&A Chat. Be cool out there. Q. What’s your mindset on a down day like this? How do you manage the fear, do you get queasy? Are you staring at numbers? Getting your arms around the news? Deciding
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If the hardest trade to make is usually the right one, what’s the hardest trade to make right now after the market sold off to start December after a strong year for stocks? It’s probably harder to buy than sell right now. Money managers who are judged at
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Here is Part 3 of 3 of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Happy Thanksgiving to you all and I thank you all for reading. The ratings for each stock go from 1 to 10, 1
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“Man just wants to forget the bad stuff, and believe in the made-up good stuff. It’s easier that way. – A commoner in the play Rashomon. One of my favorite plays/movies, and one told in flash backs. (It’ll make sense below). Some day I’ll have to
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Here’s the transcript from this week’s Live Q&A Chat. Q. Do you see interest rate spike within year timeframe? A. I doubt it actually. With negative interest rates and the race to devalue all fiat currencies by governments around the world, I think the pull on
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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. I’ll send out Part 2 tomorrow and will finish up Part 3 Wednesday. (And in the meantime, don’t
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As I was leaving for NYC last week, I traded emails with Anthony Scaramucci about getting together to talk hedge fund business and politics and to catch up. The mooch runs a multi-billion dollar fund of sorts that invests in hedge funds and other things, as he used to