Headline News:

Takeaways from America’s second-largest bank failure – CNN Saturday March 11, 2023

While relatively unknown outside of Silicon Valley, SVB was among the top 20 American commercial banks, with $209 billion in total assets at the end of last year, according to the FDIC.

The Second-Biggest Bank Failure – New York Times, By Karl Russell and Christine Zhang March 10, 2023

Silicon Valley Bank on Friday became the biggest American bank to fail since the collapse of Washington Mutual in 2008, at the height of the global financial crisis. The implosion of Washington Mutual, as well as the investment banks Lehman Brothers and Bear Stearns, was followed by a systemwide failure. From 2008 to 2015, more than 500 federally insured banks failed. Continue reading →

March 7, 2023 Gold to Silver Ratio 90.4 (Link)

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Energy Is life and your living standard depends on how much you waste. This is LOTM’s investment theme for the next three to eight years.

How much right do world government have to decide who uses how much energy? This is a question we need to address from our general population perspective.

We have a management group who consumes a very high degree of energy in private jets, large (I mean large) homes and consume other forms of energy we can only dream of using. This group is telling us there are too many people on the planet, single family homes are a privilege of the past and we cannot sustain the world growth rate we have today, and we must reduce consumption and choose where this energy for consumption comes from. The group is the World Economic Forum (WEF). Left Continue reading →

• On the popular 4 hour chart pattern for Bitcoin, Bitcoin (BTC) has dropped below its 50-unit moving average.
• Grayscale Bitcoin Trust (GBTC) has also fallen below its daily 50-day moving average as well. This suggests a intermediate-term (one to three month) pause or correction. Click here to see the discount to NAV for Grayscale BTC Trust to BTC itself. Today, the GBTC discount to net asset value is 42% of NAV.

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We have gone four-weeks with our sample-example of why one can buy into year -end tax selling as a regular practice. This is the last data point on this we will publish. Whatever your thoughts on the market, we feel we have shown that buying into tax loss selling periods is a repeatable annual event. Do your tax loss selling early in the season and have cash available for buying into tax loss selling. At LOTM we put this in the category of “Position Management” combined with “Tax Management” of positions and Trading Opportunities.

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• A Potential Trade in Biotech/Genomics
• a Potential Investment in Genomics.
• Reason for the Current Rally and when it will end.
• Small-Cap and Micro-caps will outperform the FANGS for years.
• Long-term money flows into to anything Physical

As a potential “trade”  – You might look at LABU as a short term trade. It sure seems to me that this is going to pop next week. Technically it is nicely set-up with the share price of LABU above its rising 20-day, above the 50-day and above the 150-day moving average with the price of LABU above both. Money seems to be coming into Genomic stocks individually. This is levered three times so be careful. Continue reading →

• Energy is the topic and Oil and Gas is still the Big Dog in Energy.
• EQT Corp (EQT) is a leader in Natural Gas with large cash flows for Dividends and share buy-backs
• Vermilion Energy (VET) an International company with operations in the North Sea and Eastern Europe. Company is paying down debt, raising dividends and buying back stock.
• Selling in the price today in EQT & VET, Feb 1, looks like a good entry for a short-term trade.

EQT Corp (EQT)

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