Author Archives: Tom

Blockchain / Crypto Theme Commodity Theme – Resources that have constrained supply and high demand Fintech/ Payments Theme Biotech / Genetic Theme High dividend / cash flow theme.

It appears that Bitcoin has built enough of a base to attempt a rally. The chart looks interesting. BTC has not crossed above its 50-day moving

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Goldman’s Jeffrey Currie, on Commodities as the only trade. Jamie Diamond, JP Morgan – Financial Hurricane Coming. Marko Kolanovic, JP Morgan, Torrid rally coming into year-end ’22. While I agree with Goldman’s Steven Currie (below), The commodity trade is not … Continue reading →

Traditionally, analysts issue something like a Buy, Sell or Hold opinion. Analysts don’t want to make enemies of Management teams for the companies

This group has had an amazing selloff since they topped out in February of 2021. More than a few babies thrown-out with the bath water.

Bonds/ Equities/ Gold/ Bitcoin S&P 500 / Ten Year US Treasury Yield with 50-day and 150-day moving averages. The Stock Market as seen by the S&P 500

We all need to reinforce our beliefs once in a while. Especially when we have money on the line. So, I did a quick review of Blockchain and some of the companies involved with Blockchain. I looked at company participants … Continue reading →