Trading - Trading with Cody (Page 20)

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On The Virtues of Sitting

For years I’ve preached that we’re not in a bubble, but it sure feels and looks like we are in one now. Is it only a matter of time before the market resets some of the valuations back down to more historical levels? Or is it possible that

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Game plan sticking, Market ignoring, Bitcoin shrugging and more

Here’s the transcript from this week’s Live Q&A Chat, including a Trade Alert about moving on from Cisco here. Q. I’m trimming a little here. Cody isn’t really telling us to sell or go short..just keep your longs on and trim a long

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Market Timing Vs. Fundamental Analysis: What’s The Diff?

Deep thought of the day: There’s a big difference between trying to time the market versus investing using fundamental analysis. Or is there? If we’re doing it right, when we’re doing fundamental analysis, in our case using Revolutionary Trends, topline growth rates, underpinned with valuation metrics including

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TSLA at $2000, How High Apple, 99.9% Crashes And More

Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, last week I had asked if any of the indexes would touch the March lows and you said you don’t believe so but we also get the 2002 bubble comparisons. Just looking for advice

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Lessons From 1999: Full Markets and Economic Analysis

Valuations apparently don’t matter any more. Stocks only go up, right? Haha. Does anything but momentum matter from now on? Yes, valuations still matter — or well, valuations will matter again some day, and perhaps soon. Momentum doesn’t last forever. Stocks do go down and sometimes they go down

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Not Quite Bearish, Markets And Vaccines, My 9/11 Analysis from 2001, Etc

Here’s the transcript from this week’s Live Q&A Chat. Q. What’s happening Cody, you’ve been so bearish but the market is NOT! A. I’ve not been outright bearish, I’ve been defensive and cautious. Here’s an example: “I’m not buying much

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What College Football’s Postponement Means For The Economy

Just this morning as I was starting this article, I started by theorizing what it would mean for the economy and stock market if college football was postponed/canceled as was the buzz last night. I got busy analyzing a stock, doing a radio interview where I actually brought this

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Trump’s Socialist Instincts, Vaccine Stocks Puts Idea, Stagflation Odds, Bitcoin Reserve Currency, Etc.

Here’s the transcript from this week’s Live Q&A Chat. Q. Can you take a stab at gauging President Trump’s action against TikTok as it would impact Chinese ETFs like CHIK, CHIQ, OCFT, EWH in the medium term? These have been good investments this year, right

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Bitcoin Vs Gold (And Seeking A Rare Earth Metals Expert)

Year-to-date, which asset class is up the most: Gold or Bitcoin? Bitcoin’s up almost twice as much as gold. We’ve owned both all year and I’ve not trimmed them much yet, though I am trimming them a little bit this week. I’m always amazed at how

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This Barney Fife Market Wouldn’t Impress Ben Graham

I introduced my six year-old daughter to The Andy Griffith Show this week and she loves it as much as I do (the black and white episodes with Barney only, of course). “Well, I guess to sum it up, you could say, there’s three reasons why there’s so

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Trade Alert: Trimming Bitcoin, Buying Puts on SMH, Hedging TSLA

After years of riding this Bubble-Blowing Bull Market, crowds screaming “De-fense” in this video are me with my TWC subscribers right now, as I think it’s a better time to be defensive than aggressively long stocks, gold, bitcoin, bonds or just about anything else liquid here. I am still

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A Vaccine Stock Strategy, The Future Of College, Bitcoin Better Than Gold, Etc

Here’s the transcript from this week’s Live Q&A including a couple trade alerts. Q. Cody, with the significant pull back in tech, should we start nibbling? I never nibble on a Friday on the way down but maybe start next week? Or let AAPL, et al

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