Trade Alert - Trading with Cody (Page 20)

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Trade Alert: Tesla reviews underscore how Consumer Reports is biased and hypocritical

Consumer Reports has been bashing Tesla for the last few months, and the lack of rigor in their analysis has made me cynical. So I dug into CR’s supposed objectivity and consumer advocacy. And I didn’t like what I found, as it confirmed my suspicion that CR is

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Trade Alert: Latest Positions with flashbacks (and quite a few trims)

Don’t forget this week’s Live Q&A Chat tomorrow morning at 7am ET in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated

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Trade Alert: More puts, Silver vs Gold, FB’s crypto vs Bitcoin and Bernice the Great Pyrenees

Here’s the transcript from this week’s Live Q&A Chat including discussion on my Tesla presentation, the market’s rally today and the new FB crypto. Q. Does it look like the Fed cuts 25 points in July and the market moves higher? A. The fact that

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Trade Alert: Get More Defensive in a Fog of War

I’m back from NYC, but tomorrow I’m headed out to Vail, CO for a small conference where hedge fund managers like me will trade their best ideas, both long and short. When I told the host that I’d like to do a presentation on Tesla, he was

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Trade Alert: A little nibbling into the fear, but just a little

Markets swings cause emotional swings which causes market swings which causes… There’s a lot of emotion out there today led by fear. I’m not doing much nibbling, but I did nibble on a tiny bit of FB, AMZN and GOOG as the markets freak out about new anti-trust

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Trade Alert: Full Trade War and stock market analysis

The Great Trade War of the 21st Century is just about the only thing that matters to the markets right now. And even though I always try to look past the headlines (and try to anticipate them before they happen), the fact is that the market is right to be

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Trade Alert: Adding more put hedges

Morning all. We’ll do this week’s Live Q&A Chat at 2pm ET today in the TWC Chat Room or just email us your question to support@tradingwithcody.com. For the first time since the hedge fund launched, I took a day off — and not just one,

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Trade Alert: Whipsaws, fear, two nibbles, one sell

Whipsaws and fear are prevalent in the market today. I did a little nibbling on QCOM. Yes, the company has been anti-competitive, but most of what the judge was upset about is exactly what Qualcomm’s new deal with Apple addressed. Meanwhile, this remains a very cheap stock, trading at

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The Tech Cold War, Gold or bitcoin?, Flying iPhones, T-Mobile 5G and more

Here’s the transcript from this week’s Live Q&A Chat including discussion on the Tesla, who might dominate 5G and who will be affected by the Huawei ban. Q. Thanks for your missive on the Tech Cold War. Not sure why the flip in Trump’s decision

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Trade Alert: China Trade War opens opportunities

With the banning of Huawei, The Great Trade War of the 21st Century has gone from being mostly a distraction for the markets to perhaps something more ominous. Or maybe not. Trump’s tariffs haven’t really mattered much to the markets or the economy, as I’ve predicted from

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Trade Alert and Latest Positions: Analysis, ratings plus other ideas

Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Can I just say, sometimes I feel a lot of pressure to deliver. I do my best guys, but I will make mistakes and be

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Trade Alert: Selling, nibbling, covering, and, yes, UBER

I’m doing a little more buying today and rebalancing the portfolio too. I’m also adding a new name and I’m going to get cut one name to do so from the portfolio to do so. I’m letting go of Intel here. The company’s guidance for

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