Author Archives: Tom

2021 is and has been a volatile and challenging year. Grow stocks  (risk on trades) peaked in February and March  and then as money rotated to value stocks (risk off trades), prices collapsed. Commodities drew money as Inflation became a … Continue reading →

Make “volatility” your friend and take advantage of what she presents!Volatility – why is that equated with Down markets and not Upward moving markets? Either way it is a normal part of stock market business.

Best Explanation Yet, as to what is happening in the markets – LOTM Digging Deeper: The linked interview with Felix Zulauf was done April 2, 2021, with Raoul Pal. Each of us will have our own individual perspective to Zulauf’s … Continue reading →

Valuation Metrics For Select Payment Application & Infrastructure Software Companies

  I have mentioned a couple of times that we are in the first two years of actually using crypto and blockchain as real products and tools. The use of Defi exploded in 2020.

It seems “The Market” is reacting to FUD (Fear, Uncertainty & Doubt) related to the high inflation figure and the anticipated adjustment by the Fed to raise interest rates.

The selloff of the past five weeks has taken no prisoners. It executed members of the “industry” group without discrimination. That is good news. The “companies” are not experiencing individual problems.

A LOTM: Ten Under $10 for the Double position.