Category Archives: Tom’s Blog

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 →

Soluna Holdings (SLNH)* EQT Corp (EQT)* Frontline (FRO)* Vermilion (VET)* Galaxy Digital (BRPHF)* Calumet (CLMT)* Karora Resources (KRRGF)* LOTM is going behind a pay-wall Soluna Holdings – a Ten Under $10 for the Double position – a ten-x position at … Continue reading →

  Asset & Industry rotation Money slowly returning to Growth. It is early, but happening Commodities still hot, but will fade in 2023 Commodity cycle in War, De-Globalization and Supply-chain disruptions Asset & Industry Rotation: 

I have placed a number of Cathy Wood’s Genomic stock picks in a watch list. The purpose was to monitor them for an attractive entry point. It appears that a bottom might have been found. Ask me again in 90 … Continue reading →