Timber & Forest Products Sector Analysis

Comparative Review of WY, RYN, WFG and UFPI
Prepared for Long-Term (3-year) Investors

Executive Summary
LOTM is focused on Crypto/AI related companies and Physical Mining Companies. We want to add a third investment leg that is not correlated to Crypto or AI to reduce volatility. The forestry industry is cheap, I mean CHEAP. This report reviews four companies operating within the timber, forest products, and wood-products industry. The goal is to evaluate potential price appreciation, dividend characteristics, balance-sheet strength, cyclical opportunity, and strategic positioning over a three-year outlook. Our goal is a double or better in three years or less.

Continue reading

Loading

Posted in Tom's Blog | Leave a comment

LOTM Buy-side Stage Analysis – May 24, 2026

64 Companies & ETFs ranked by stage analysis and probability.

Our focus groups in this writing are Crypto, Blockchain & AI, Equities and ETFs
We’ll be adding Gold, Silver, Copper, both Physical and the Miners to the inventory of symbol tracked shortly.

Continue reading

Loading

Posted in Tom's Blog | Leave a comment

Venice AI (VVV) and Bittensor (TAO)

Understanding the Emerging Relationship
Public Summary Report – May 2026

Venice AI (VVVUSD)* and Bittensor (TAOUSD)* are increasingly being discussed together within the decentralized artificial intelligence ecosystem. While the two projects are not merged entities and do not appear to have a formal ownership relationship, there is growing evidence that Venice AI may utilize portions of the Bittensor subnet infrastructure as part of its backend AI architecture.

Continue reading

Loading

Posted in Tom's Blog | Leave a comment

LOTM: Crypto / AI Stage Analysis – Sunday, May 17 Update

Source StockCharts.com

Bitcoin: Early Stage 2 chart analysis with bullish Cup and Handle formation

For tables below:
S2% = estimated probability of Stage 2 breakout or continuation. Comments are intentionally short for quick reading.
Antic. = Anticipation – Modified by LOTM to adjust for AI Trading Vs Original System designed for Human Emotional based System
Strict = Based on 1988 version developed by Continue reading

Loading

Posted in Tom's Blog | Leave a comment

Chainlink to Connect $114 Trillion in Assets to Real-Time Pricing!

In this article:
Chainlink partners with DTCC to connect $114 Trillion in stock, bonds and commodities to Real World pricing.
Written May 14, 2026

One-year chart of Chainlink:

Chart Stage Analysis: Leaving stage 1, early stage 2

Continue reading

Loading

Posted in Tom's Blog | Leave a comment

Chicago Atlantic BDC (LIEN) $9.06 yielding 15% Distribution

Negatives:

  • 75% of loans have high concentration in the cannabis infrastructure
  • Private credit investments are currently out of favor.
  • It is a Small-cap company with little following.

Positives:

  • Distribution is covered by earnings
  • 99.5% of loans are composed of senior secured debt
  • TTM P/E Ratio of 6.3
  • Trading at 25% discount to NAV
Three-year weekly chart:

Continue reading

Loading

Posted in Tom's Blog | Comments Off on Chicago Atlantic BDC (LIEN) $9.06 yielding 15% Distribution

Crypto / AI Stage Analysis Dashboard — Week Ending May 10, 2026

Dual Framework: Anticipatory Stage Analysis + Strict Weinstein Confirmation

Market Context:

Targeting AI/Crypto/Blockchain Trend: Buy Stage 2 (Advancing) – Sell Late Stage 3 & 4, Accumulate late Stage 3.

Interpretation: Markets remain in an early-stage uptrend where positioning ahead of broad participation is critical. Continue reading

Loading

Posted in Tom's Blog | Comments Off on Crypto / AI Stage Analysis Dashboard — Week Ending May 10, 2026

The relationship is increasingly seen as circular and symbiotic rather than one-way. Both arguments make sense depending on which “bottleneck” you are trying to solve:

1. Crypto Enables AI (The “Resource & Trust” Layer)

Crypto provides the infrastructure for AI to grow outside of “Big Tech” monopolies by solving for resource access and data integrity.

  • Decentralized Compute: Projects like Akash Network and Golem allow AI companies to “rent” decentralized GPU power, bypassing the high costs and wait times of centralized providers.
  • Data Provenance & Trust: In an era of deepfakes, blockchain provides a “source of truth.” It can verify the origin of training data, ensuring models aren’t trained on biased or falsified inputs.
  • Agentic Economy: AI agents need a way to pay for things. They can’t open bank accounts, but they can own Bitcoin or stablecoin wallets to autonomously pay for API calls or electricity. 

Continue reading

Loading

Posted in Tom's Blog | Comments Off on