Category Archives: Tom’s Blog

LOTM: PagSeguro – D.C. Blockchain Summit

Posted on June 9, 2022 by Tom

PagSeguro (PAGS)* $13.74 Down 21% on Thursday DC Blockchain Summit last month Comment: PagSeguro (PAGS)* $13.74 Down 21% on Thursday Very tough day for PAGS on Thursday. I read through

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LOTM: Consolidate to High Conviction Ideas in Difficult Times

Posted on June 9, 2022 by 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.

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LOTM: Actionable trades in Bitcoin/Osprey

Posted on June 6, 2022 by Tom

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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LOTM: Ten Under $10 for the Double, June 5th, 2022

Posted on June 5, 2022 by Tom

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LOTM: Conflicting Insights into The Market

Posted on June 1, 2022 by Tom

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 →

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LOTM: Galaxy Digital – Buy or Sell?

Posted on May 31, 2022 by Tom

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

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LOTM: Watchlist of Cathie Wood’s Genomic Companies in ARKG ETF

Posted on May 29, 2022 by Tom

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.

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LOTM: Visual Look at Key Market Signals

Posted on May 29, 2022 by Tom

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

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