CodyWillard

Everybody’s getting theirs, but you don’t get yours it's so so so obvious their disguise is see through the pendulum swings hypnotize the people a spell on you that's what you heard read straight out the book of the magic words the lines are blurred between right and wrong they won't fight hunger but they'll fight this song useless music the blues will stop two bit hooligans laugh at you when you locked in a maze runnin the rat race I chase for the cheddar/ american dream to get better I choke of cigar smoke from fat cats sayin follow the rules pay your dues and that's that the villian's still dressed in black & drops by with a suit and a tie a briefcase full of lies can't see the fineprint so I'd rather ignore and sign on the dotted line for toys I can't afford Everybody’s getting theirs, but you don’t get yours They'll be preemptive so be pre-preemptive and strike with common sense for instance freedom of thought is the only chance fools can't control the force, Jedi's don't dance speculate on armaggedon/ I'ma pull out my weapons a big book full of crooks and a history lesson on a rain slick precipice overlooking a deficit to fall for the traps is effortless not paranoid 'bout paranoia off the cuff paranoid 'bout not being paranoid enough I ain't drinking they stuff times is rough time to call their bluff and take back government gets bigger than Shaq at the playoffs poor guy gets laid off/ rich guy gets ripped off I ain't lying and you can ask Bernie Madoff Everybody’s getting theirs, but you don’t get yours Gotta be paranoid. I ain’t lying. Nobody’s getting theirs so you better get yours freedom of thought’s your only chance, fools can't control the force, Jedi's don't dance

In this episode, Cody talks with investigative journalist and author David Cay Johnston about the redistribution of wealth, entitlement programs, tax credits, lobbyists and the U.S. media landscape.

On this episode, Cody talks with Jonathan Hoenig about individualism, politics, the markets and what it means to be an American.

In this episode, Cody talks about the stock market meltdown, political campaign attack ads and sports with Ross the Boss.

In this episode, Cody talks about the senate confirmation hearings for Judge Brett Kavanaugh, Facebook's worse hack ever and sports with Ross the Boss.

In this episode, Cody Willard talks to Author Thomas Frank. The two discuss the labels of "liberal" and "conservative," the Obama and Bush bailouts, the corporations that fund candidates, and how the New York Times, Washington Post and Fox News frame the debate for many these days.

In this episode, Cody brings context to the ten year anniversary of the 2008 crash. He also covers the booming economy and wages finally starting to creep up. Later in the show, Cody and Ross the Boss talk about week one of NFL football.

In this episode, Cody talks about Amazon joining the trillion dollar club, the crypto crash, the Kavanaugh confirmation hearings, plus sports with Ross the Boss.

Gerald Celente joins Cody Willard to discuss: What will crash the economy and the markets next? And when? Whether you should buy gold, GLD, gold futures or other precious metals. Is there a future for bitcoin and the cryptocurrencies? Can "blockchain democracy" save the United States? Ross the Boss joins with sports, including if Tom Brady should tweet "You mad bro?" to Richard Sherman. Cody tells viewers the best way to invest in stocks for the next 3-5 years and he reveals his favorite two Chinese stocks.

Cody explains how China will one day nationalize every US asset/factory/subsidiary in China; How we can do best for society when we give individually to other individuals; Why everybody hates Twitter; Everybody loves Apple; And why we should all be hating on syrup instead.

In this episode, Cody talks about Trump saying companies shouldn't have to report quarterly earnings anymore. He then asks if Elizabeth Warren is more capitalist than Trump. Plus, sports with Ross the Boss and more!

How will the collapse of Turkey's economy impact you? What's the point of lobbying anyway (using the NM Governor Race commercials as examples)? If Facebook becomes a bank, will we call it Facebank and will it be worth a trillion dollars? Why gold will go up 500-1000% in my lifetime, "Are they Revolutionary or are they Fitbit? And sports with Ross the Boss. Ross Mark

In this episode, Cody talks about Elon Musk's drive towards taking Tesla private, Amazon vs. Apple vs. The World and the Alex Jones InfoWars shutdown.

Latest episode of The Cody Willard Show. I have a solution on how to pay for EVERY tax cut going forward; I discuss how easy it should be for Facebook (and you!) to fix Russian meddling; What's next for tech stocks and the market; Ross Mark The Boss joins me for segment on sports; How (not) to invest in 5G; Cory Turner joins us for his hilarious Amazingly Bad Movie Reviews; and more.

Cody hits on the latest news, including the Facebook stock crash, the $12 billion bailout for farmers, how the Great Trade War of the 21st Century will end, Michael Martin Murphy's song, "Geronimo's Cadillac," how activism is important but too hard for most people to do, Cryptocurrency in divorce and more.

The Cody Willard Show | Episode 2 by CodyWillard

In this episode, Cody talks about: - Tariffs, trade wars and Brexit - The Dow up 800 points in the last week - Facebook Data Scandal - Why Americans don’t trust autonomous vehicles - The future of 5G - Is it time to sell Twitter stock? - Augmented reality

Cody Willard discusses how to invest in Revolutionary Technologies, how The Republican Democrat Regime is corrupted and how that affects your money plus which cryptocurrencies he owns and why he's so bearish on cryptos right now anyway.

Immigration, Family Separations, Zero Tolerance, Stocks, Economy and more by CodyWillard

North Korea, Trumponomics, Crypocurrency Crash and much more by CodyWillard

We’ve just released the new IAm Cody Willard App for iOS and Android. Be sure to download it today so you can log in and ask me questions live in the video stream. I’ll also take questions over the phone on our conference call line (Dial-in: 641-715-0700 Access Code: 709981), in the Trading With Cody chat room or just email us your question to support@tradingwithcody.com. You can also watch today’s interactive live stream or the replay on my personal YouTube channel at http://youtube.com/clwillard

Subscriber: Cody, are you expecting/preparing for a crash? Is there an event that you are looking for to trigger a crash? Subscriber: What percentage of my portfolio should be cash reserve for when there’s a pull back buying opportunity, in your opinion? Subscriber: Cody, what are your top five Artificial Intelligence stocks? And MUCH more.

Nvidia at highs. Equifax at new lows. Let's discuss.

In this podcast, I talk about what the most likely catalyst for the next stock market crash is, why I'm selling the bitcoin at $100 and am now the only former bull turned bear on bitcoin, whether or not you'll actually like the iPhone X, how Amazon could be one of dozens of trillion-dollar stocks and much more. Introducing The IAm Cody Willard App: Exclusive interactive Live Streams about stocks, politics and life, plus all of my tweets, Facebook posts, Trading With Cody, Podcasts, a Fan Chat Room and more. iPhone- https://goo.gl/95QJXu Android- https://goo.gl/1EG3E1

Jay Leno joined Cody Willard, Ross Mark and Mike Alexander on The IAm Show. Jay talks The IAm Jay Leno App, about if he'll be appearing on David Letterman's new show, what it would take for him to host another talk show (think $100 million), whether or not he'll do a TV show for Apple or Netflix next, why it's so fun to watch Jay Leno's Garage on The IAm Jay Leno's Garage App, why the best way to buy tickets for his stand up comedy is on The IAm Jay Leno App and much more!

Cody Willard discusses the how to predict and profit from the Fed's bubbles and crashes, why you have to just keep buying more Amazon stock (Alexa is changing the world), how to balance your portfolio and much more.

Visit http://TradingWithCody.com to subscribe and get one free month for a limited time! Let’s talk markets. I guess right now you can’t talk markets without talking politics. Comey. Fired. The FBI Director fired by the President of the United States who is under investigation by the FBI for Russian influence in the elections. I guess that is the best way to put it. Comey's now former Bureau is in charge of that investigation. That is a big deal today and everyone is talking about it. The futures were down pretty good this morning after that news hit last night. Of course, things stabilized and the $DJIA is down fractionally and the $SPX and $COMP are up fractionally as I speak. Oil is up a couple of bucks. Guys, we go through these geopolitical worries a lot. They very rarely turn into catalysts. Meaning, almost every day, especially with Trump because of his tweeting activity being so prolific, he is in the news every day. And, then something like this, it’s real news. Is it a catalyst? It’s a worry. I was sick to my stomach a little bit this morning when I started reading about all of this. I didn’t watch it last night because I was taking care of Lyncoln. Amaris is up in Albuquerque at the hospital by the way and I am going to get out here this afternoon to go see her. I click on all these stories about Comey and read NY Times, Wall Street Journal, NY Daily News, NY Post. The NY Times is the Democrat/Liberals’ version of serious news. Wall Street Journal is the Republican/Conservative’s version of serious news. The Post is Republican/Conservative for “tabloid-ish” take on the news and the NY Daily news is that for Democrat/Liberals. This is one of those things I talk about all the time. That even those fine institutions I read every day, those historic storied institutions I read every day like this, they are all partisan. When you read their takes on news like today, the partisanship always rings clearly through if you go back-to-back in reading those newspapers. Going back to it, it made me worried reading all of those newspapers today. Their partisan takes, you know the Republican rags try to make it sound like it is no big deal or real positive and the Democrat rags make it sound like it is betrayal. The last time it happened, of course, was when Clinton fired his FBI Bureau Chief in 2003 and it sounded essentially almost like the same reported reasons that there was no confidence in the Director and the Director lost the ability to manage the FBI efficiently or well. So, I was worried about it. Yeah. I don’t like the optics of Trump the President being under investigation and firing the head of the Bureau that is supposed to be investigating him. A lot of what is happening with Trump and the volatility of it all worries me. Does that turn it into a catalyst though? That’s the rub. Does it become the catalyst that makes the markets crash or go lower even or get a 5% or 10% pullback to price in some of my internal worry and many other millions of Americans internal worries.

Remember how I kept saying that President Trump would turn out to be extremely friendly to giant corporations and banks and how he wouldn’t be anything like the so-called Populist he pretended to be? Long-time readers and those who used to watch me on TV would also remember that I kept saying that President Obama would turn out to be extremely friendly to giant corporations and banks and how he wouldn’t be anything like the so-called Hope and Change candidate he’d pretended to be. Well, did you know that the guy Trump has put in charge of fixing Fannie Mae and Freddie Mac was the head of the Morgan Stanley mortgage packaging unit and got himself and his firm in big trouble for selling crap to Fannie Mae and Freddie Mac doing their part to help cause the Great 2008 Financial Crisis? “As the leader of Morgan Stanley’s mortgage desk during the peak mortgage-mania years of 2004 and 2005, he ran the operation that bundled loans and sold them to the two government-sponsored enterprises. When those loans blew up and the government sued Morgan Stanley, Mr. Phillips was a named defendant in the initial case — a case that resulted in the firm paying a $1.25 billion settlement.” (See NY Times: The Man in Charge of Fixing Fannie and Freddie Knows Them All Too Well.) And also regarding Trump, did you see these headlines about Trump’s economic policy so-called “shifts”? See all over today: 3 Trump Reversals Hint at Shift From Populism to Wall St. “Mr. Trump backtracked from labeling China a currency manipulator, said that he no longer wanted to eliminate the Export-Import Bank, and that he might retain the chairwoman of the Federal Reserve.” Does that sound like populism and/or reform? Going back to Obama, you do remember that Obama expanded the trillions of dollars of bank bailouts when he took office, right? And just as I’d explained along the way, Obamacare, Frank-Dodd, and every other bill that passed during Obama’s Administration was written by corporate lobbyists. And just as I’d predicted, those policies did indeed help drive corporate and bank profits and profit margins and share of GDP to all-time highs along with the stock market. There’s a lot of denial from any Republican or any Democrat who’s stuck in the partisan noise/distractions/propaganda and any pundit/writer you see is full of commentary about “Well, we need to see what the Trump administration…” Let’s try to keep our http://TradingWithCody.com analysis, at least, partisan-free when we analyze the economy, the stock markets, the politicians in power, etc.

Trading With Cody Conference Call #2 by CodyWillard

Here is the transcript to this week's Trading With Cody Q&A Conference Call. Cody: Welcome to the first ever old-fashioned telephone conference call for Trading With Cody. Let's start with today’s news: Everyone is looking at the healthcare bill. Will it be passed or not? What will the market’s reaction be to it after it is or is not passed? Feet to fire, I don’t think it will get passed today in its current iteration and I think the market will be flattish to up afterwards. I think everyone is expecting the markets to sell off if it doesn’t pass. Everyone expected the markets to crash after Trump got elected or never come back after Brexit. Over the course of the years, we’ve all seen especially in short term swings, short term day to day movements in the markets, sometimes look like there is a catalyst or reason behind them, but as I always tell people, it is really hard to read too much into 10s of 1000s of stocks and how they are trading intra-day with billions people with tens of billions of reasons for buying or selling them. Clearly, I wouldn’t try to game the vote one way or the other. Now let’s just jump into questions:

Cody Willard and John Mooney discuss Trump vs Clinton, Bank Bailouts and more. Is The Donald part of the establishment? Which candidate is better for the markets.

Cody Willard interviews Tim Sykes about trading penny stocks, why you have to avoid the scams that so often plague penny stocks and much more.

Stepping back and looking at the broader economic trends, the anecdotal data from my NYC whirlwind trip and the replies I got — my analysis continues to point to this economy being stronger than the consensus expects it is and most signs currently point to the economy continuing to expand, with some acceleration in the employment numbers too. Given that economic analysis and forecast for more growth, I no longer expect the Fed to cut rates or issue any formal announcements of new forms of QE. This recently burgeoning tightening cycle from our US Central Bank appears more likely to continue than not. Remember that we want to be long when the Fed is in the early stages of a tightening phase, because for the last three decades the markets have boomed in the early- to mid- parts of the tightening phases (see 1996-1999, 2003-2007 for example). Conventional wisdom of “Don’t Fight the Fed” has been dead wrong during most of the cycles for the last thirty years. Recall that I’ve been more inclined to be bearish if I still thought the Fed was going to cut rates again. Being more bullish because the Fed’s likely entering a tightening cycle is counterintuitive, perhaps, but it’s a fact that free thinking is the only way one can ever outperform the (oft-wrong) consensus long-term. Meanwhile, there’s a lot of bearishness and general uneasiness about the markets’ ability to rally because of the Fed’s tightening cycle and the conventional wisdom being so widespread of “Don’t Fight the Fed.” Fund manager’s cash levels are nearing historic levels. Investor sentiment polls, not something I put much faith in but worth mentioning, are widely being reported as being at historic lows despite the markets relative strength of late. Net/net, there are quite a few bullish underpinnings for this stock market. But as it often does, the markets ability to truly rally to new all-time highs in the months ahead will likely come down to individual companies ability to grow their corporate earnings. Really, this looks like an ideal time to be investing in Revolutionary Companies that are set to benefit from both the cyclical economic/market set up as well as the secular growth they are creating on their own in new technologies and markets. I’m comfortable with our mix of some high growth mega-cap winners like Google, Amazon, Facebook with a few down-and-out smaller companies with compelling valuations like Twitte, with a variety of other Revolution Investment names like Nvidia and Sony and our other longs plus a few small shorts.

Todd Harrison joins Cody Willard to talk about life, business, politics, Presidential Election and much more. Find out Todd's favorite stock, how the stock market used to "rhyme" and who he's (not) voting for. Find Todd Harrison, Cody Willard and other successful traders on https://www.scutify.com or on the Scutify apps.

The Smart Phone Revolution is dead. Long live the Smart Phone Revolution. There's a rising backlash against the smartphone dominant culture we find ourselves living in these days and that backlash is finally catching steam. I read an article today called "We've reached peak smartphone" and it captures some of the smartphone angst that's growing every day right now, including this quote: "Smartphones are in a ridiculously boring place." Are they? Or does such a statement say more about the author than the state of smartphones. I don't find my smartphone boring when I'm getting the latest real-time commentary about the stock market from people I respect on Scutify or when I open the Marketwatch app to read the articles they're featuring. I don't think it's boring when I check my stock portfolios on my brokers' apps on my smartphone. In fact, I prefer to use the apps over their websites even when I'm in front of my computer these days. When I read headlines, answer emails, talk on the phone, update my social media, post pictures, text and message friends and so on, I'm pretty sure none of that is ridiculously boring. Moreover, it's not like we've seen the end of innovation in smartphones. Smartphones are going to become ever more interactive with our voices, our gestures and our actions. Siri still sucks right now, but in another five years with lots of artificial intelligence and other improvements, it and other voice interactions will actually be helpful. Motion sensors in smartphones will make it easier to navigate from one app to another without having to touch your screen. Wearables will also tie into smartphones and will enable both voice, motion and other interactions and features -- in another five years. You can't take the snapshot of smartphone technology in 2016 and think it will apply in 2020. Smartphones, and future versions of "smartphones" are going to be the dominant personal computing center for billions of people for the next couple decades. Smartphone fatigue is another factor that's impacting the way people think about the smartphone market right now. I'm sick of people looking at their smartphones, checking facebook, group messaging friends, reading emails, checking the news or otherwise not focusing on the real world going on around them. And I'm as bad as most other people about doing that too. We're all sick of smartphone-dominant culture, but we all do our part to create that smartphone-dominant culture anyway. Is that going to change?

Tech investing legend and Venture Capitalist Brian Gallo talks about how he's become so successful investing in tech, how he lost so much money in Twitter and where his next big investment will be.

Over the next few years, virtual reality will carve out its own niche in the consumer electronics space if it can just prove to both consumers and investors that it is not a fad that will disappear and never be adopted by the mass market.

Despite all my harsh criticisms and outright anger over bailouts, corporatist government policies, a race to devalue our nation's currency, zero percent interest rates enabling public debt creation that our grandchildren will have to pay back and so on... For the last twenty years, I've often written and said on TV that "There's never been a better time and place to be alive than right here in the US, right now." I have bet my career and money on continued technological revolutions creating prosperity and wealth. Over the last dozen years or so, I've been betting that career and money on such big drivers as the Search Revolution, the iPod Revolution, the Internet Video Revolution, the Smartphone Revolution, the Cloud Revolution, the App Revolution among others. Trillions of dollars of market value have been created by the companies that have driven these revolutions. A few themes stick out when I look at the history of Tech Revolutions over the last twenty years. One is that the big get bigger and it's often a winner-takes-all or sometimes two or three winners take all. Another important theme is that even within these revolutions that end up creating long-term trillion dollar values, there are cycles of boom, bust, bubble and crash. How many times has Apple, Amazon, Google and crashed over the many years that I've owned them, only to come back and hit new highs as their earnings and/or revenue growth rocked everybody's world's over the years. And you have to be careful not to get into tech revolutions too early. Here's a great comment and picture that I saw on Scutify today: LunaticTrader - Who doesn't remember 1963? A Luxemburg born inventor demonstrated his "television goggles", now better known as a VR headset. He was only 50 years too early with his idea. His name was Hugo Gernsback: https://en.wikipedia.org/wiki/... #VR You need to be careful about picking the technological revolutions you invest in. 3-D printing investors have learned the hard way that if you invest too early in the revolution, however real it ultimately might turn out to be, that you can still lose your shirt if the tectonic plates aren't actually moving yet. In contrast, you can already see the technological tectonic plates shifting for a Virtual Reality Revolution that will change the way we watch movies, surf the Internet, do surgery and socialize on Facebook. The fact remains there has never been so many tech revolutions setting up to boom over a five to ten year period as there are right now. Each of the following six Tech Revolutions are likely to generate hundreds of billions of dollars in revenue up and down the economy, from supply and demand and components and software and services and maintenance and security and so on. I put a couple of tickers to watch for each sector and in coming weeks, I'll feature each of the following Tech Revolutions and the ways to invest in them in much more detail. Artificial Intelligence - IBM IBM, Nvidia NVDA, Microsoft MSFT, Facebook FB, Google GOOGL. Chatbots - Facebook, Microsoft, TenCent. Virtual Reality - Facebook, Sony SNE, Nvidia, Google. Wearables - GoPro GPRO, Sony, Ambarella AMBA, Google, Nuance NUAN. Drones - Aero AVAV, Amazon AMZN, GoPro, Ambarella. Robotics - Intuitive Surgical ISRG, iRobot IRBT, Mazor Robotics MZOR, Honda HMC. I don't suggest going out and blindly buying all the stocks in each of these Tech Revolutions. We've got to do homework on each company's strategies, technological roadmaps, defensive moats, critical mass, platform creations and so on. I work on this stuff all day every day and here's what I can tell you: There's never been a better time to be a Revolution Investor in the history of the planet than right here, right now.

Patience with our investing and our money can be the key to long-term success. Here's a great quote from investing legend BenjaminGraham to start out today's report: "People who invest make money for themselves; people who speculate make money for their brokers." There's a time and place for being aggressive, for trading, for using options, for betting big, for buying baskets of cheap stocks, for buying something fun, or investing in something you can actually play with. Long-time subscribers know that I am always opportunistic and you can safely assume that my patience with my portfolio is partly predicated on the fact that I just don't see a whole bunch of great risk/reward pitches right now. You know that the next time you see me trading and investing more aggressively, it's because I think the time and place for doing so is right. Not because I simply want to put money to work, want to seek out an adrenalin rush or give you a trading idea that's not terrific simply to be giving you a trading idea at all. Most trading and investing subscriptions fit into one or two categories: Same old ideas and themes over and over, no matter the economy, the prices, or the markets. Gold bug newsletters, permabears, and permabulls -- you know these hot shot thinkers who can lay out a million reasons why they're right and the markets are wrong. Then there are the trading (gambling?) subscriptions that promise short-term trading ideas that are supposedly safer because you're not holding the trades long-term. Some target day-traders, others target swing traders, others promise riches from buying and selling complex option strategies. I don't think there's a lot of value in either approach. I want to have a long-term sustainable approach for both my own money and yours. I tell you guys up front that I think it's a terrible idea to lock yourself into any dogmatic analysis. The markets and the economy and prices change over time. Tech and political revolutions happen all around us every year. So you need to be flexible in your analysis, your timing, your trading, your investing. It's an even worse idea to try to make steady income off of short-term trading strategies of any sort. Because you'll always eventually run into a cold streak, maybe one that lasts a few weeks or even a few months or even a few quarters. And if you're depending on short-term trading or short-term option strategies to support yourself and your family, you're going to end up in making trades in desperation rather than grounding your trading and investing in sound risk/reward analysis. Let's remember why we're risking our hard-earned capital in the first place. This isn't supposed to be fun or exciting (though it can be at times). Let's continue to take the long view on our trading and investing. Maybe there is something to all this being flexible, being patient and investing in the most revolutionary companies on the planet. I do think there are some interesting longs and shorts out there to look at and I'm going to make one small options trade today that I'm writing up right now and will send to you momentarily, but I'm still not ready to move on any of the others that I've been working on lately.

What sector and what stocks will be targets as tech M&A heats up; virtual reality stock picks' what's up with IBM and AI; how will Hillary vs Trump impact the stock market; and why I'm running for President as a write-in candidate for 2016.

Here's a complete run down of the Virtual Reality sector, including the best and brightest and a few dark horse stocks to invest in.

Brian Bain from Investor in the Family asked me to join him on his podcast to talk about my new report, Everything You Need to Know About Negative Interest Rates. Here's the full interview where we hit on what negative interest rates are, why the Fed will always do what the big banks tell it to, why the economy and stock markets will have to undergo a major reset in my life, why gold is going to $5000 and much more.

Nobody ever believed that such a crazy concept as “Negative Interest Rates” could exist in the real world, and certainly not in developed economies around the world simultaneously. But such is reality today. Negative interest rates and negative interest rate policies (“NIRP”, not to be confused with 0% interest rate policies or “ZIRP”), where a central bank charges the banks it regulates to hold their money, are now being more widely deployed. Believe it or not, countries accounting for a full quarter of global GDP now have negative interest rates, including the eurozone, Switzerland, and most recently Japan. Here in the US, we’re likely heading we’re likely to see yet another easing cycle from the US Federal Reserve, which might very well include negative interest rates (but might not -- more on that later). Why? Well, the Fed’s got a whole lot of excuses/reasons to cut its own rates and create new forms of Quantitative Easing (QE) and/or negative interest rates of its own. As I’ve been saying since late 2015, when the Fed finally raised rates from 0 to 0.25%, I don’t think we’re actually heading into a tightening cycle. And I fully expect that Janet Yellen and the Fed will get much more dovish, eventually cutting rates back to 0% and probably bringing back some form of QE and/or negative interest rates. In the weeks since I first started floating the idea that the Fed would go to negative interest rates and/or create another round of QE, the idea of us seeing negative interest rates here in the US has gone from far-fetched to quite likely. Now everybody’s trying to figure out what it means for them individually, for the stock market and for the economy writ large. This report is an attempt to explain how negative interest rates and a new easing cycle from the Federal Reserve in the context of the world’s larger currency wars will impact our world.

The most important part of $AAPL’s earnings is this, as it underscores how big the Apple Ecosystem has become: Apple has more than 1 billion devices online — something it’s never revealed before. What you need to know about investing in Apple for the long-term. A Facebook earnings preview and what would make me buy Twitter?

Why the Fed is going to cut rates and bring back QE and what that means for the market. I outline the most likely scenario for the near-term market direction, and have a new trade to help profit from it. And much more in this four page report on the global and US economies, the stock market set-up and how to position yourself now.

I used to poke fun all the time at the permabears for not being able to recognize the boom times for what they were, say from 2010 to 2015. Peak oil, unemployment, valuations, currency wars, and China were always their reasons for pending Armageddon. Now though, here in 2016, peak oil is proven silly, deflation is real, currency wars are real and China’s a concern. Let’s hit on each of these points...

A few themes run through my new ebook called "Stocks Wanted for 2016" that are worth noting. First, despite all the carnage in the last few months in a lot of individual stocks, there isn’t but a handful of stocks rated 7/10 or higher in the book. In my own personal portfolio, I own about a dozen names and have a handful of short positions. My long names are almost all rated 7/10 or higher. Specifically, there are no 10/10 or 9/10 rated stocks. There are three 8/10 rated stocks (GOOG on page 11, FFIV on page 40, QCOM on page 45), and a dozen 7/10 rated stocks including Amazon on page 12, Netflix on page 13, Akamai on page 34 and Twitter on page 51. That lack of strong buy names is reflective of the fact that the markets just aren’t cheap right now as well as that earnings and topline growth just aren’t strong for many sectors. Speaking of sectors, I was disappointed but not surprised that every single energy and other commodity stock requested for me to analyze for this book was highly leveraged and in trouble of being able to handle that debt in the next few quarters. There were a lot of requests for smaller cap biotech stocks and most of those were rather like venture capital investment opportunities, as the companies have huge upside potential but tremendous risk of total failure too. I wouldn’t suggest investing in biotech stocks in general as the sector faces pricing headwinds going forward. But if you do enough homework on an individual company and its prospects in its industry and you speak to doctors from that industry and get strong feedback and so on, there are always 10-bagger and bigger opportunities in individual stocks that get approval and distribution for new cures, tests and other biotech products.

It's about to get even worse for satellite companies and the traditional broadcast television business model. Why? Look at the NFL and Howard Stern.

Why gold might be topped out near-term but is probably going up 5-10 fold over my lifetime. Why biotech is in a bubble and about to crash. Why Facebook remains the best app company on the planet and more.

People ask me all the time if the reason I am so bearish on companies that lean on the taxpayer to fund their businesses like Wells Fargo and other too big to fail banks or even Tesla is because I'm taking a moral stance against corporate welfare. The answer is no. I am an opportunist with my money and my investing/trading. And anyway, every single publicly-traded company in this country (and around the world) benefits from subsidization and competitive protection from government forces.

How the economy does and doesn't impact stock markets, why gold and silver are must-owns for the long-term, and why biotech stocks are probably going to crash.