Trading with Cody (Page 78)

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Flashbacks and flashforwards about Slack, Fed rate cuts, Bitcoin, Tesla and more

Q. In last night’s note about The Space Revolution, you said “…there are so many names and Revolutions that I lost patience for. The Robotics Revolution. The Bitcoin Revolution. The Social Media Revolution.” Can you expand a bit on your loss of patience? For instance, the TWC portfolio is

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How to Invest in The Space Revolution or: Here Comes the Space Stock Bubble

“Nicola (sic) Tesla promises us communication with our terrestrial neighbors. How, when and where? remain to be seen.” – Richmond Times 1901 The Space Revolution — certainly the private Space Revolution — is in the top of the first inning, maybe like three pitches in. That’s why there are so few pure(

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Guest Writer Vitaliy Katsenelson: Tesla, Elon Musk and the EV Revolution

My old friend Vitality Katsenelson is a very smart money manager and value investor who thought my Trading With Cody subscribers might enjoy seeing his analysis on The EV Revolution (Vitaliy has been a long, long time subscriber). Vitaliy is the guy who puts on the value investment ideas conference

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The Space Revolution will be the largest industry in the history of the planet

The tectonic plates of our society, economies and culture have shifted to a place where for the first time in the history of our planet, private companies will be in a Space Race. Think about that — for all the world’s riches, there are many more times the amount wealth

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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

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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,

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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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