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

Continue reading →

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 Continue reading →

Select Comments: Continue reading →

• 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 a new trade. In looking for stocks to double and triple in value from today’s price, we like we like the value proposition in Genomics, Payments, Emerging Markets and Small Caps. We (LOTM) are likely early, but one almost always is when value hunting. Look at some ETF’s in the areas mentioned above as a lower-risk way to play the “deep” Value and spend some time identifying individual companies within these groups to branch into as money flows return to the sectors mentioned above. 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 Continue reading →

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. Continue reading →

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 Continue reading →

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 to see if or what they had publicly said about their involvement in Blockchain. Before I do that, I would like to expand on the LOTM approach to Blockchain and Crypto. Continue reading →