Money Moves. Money flows to where it is treated best. This might include a number of factors. Some of these factors Include

What is the Interest rate?
What is the Inflation Rate?
How fast is the GDP growing in Country?
What is the strength or weakness of the currency?
We are going to look at five countries today.

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November 1, 2023, By Tom Linzmeier for LOTM: Tom’s Blog

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ETF’s for Trading

Long-term Themes for Building Wealth.  Continue reading →

• Chart for Visual perspective with technical observations.
• Value buy with 2 to 4 x upside potential.
• Two significant properties not priced in the stock.
• Two recent Seeking Alpha articles explaining the situation.
• Third Party Comment on Why Silver Now: Michael Oliver of Momentum Structural Analysis (MSA).

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Australia Equity Fund -13% dividend – IAF

IAF pays a dividend in the 11% area. About 25% of this fund is in healthy Australian Banks. About 25% of the portfolio is in mineral mining companies. Gold, silver, nickel, copper and iron ore. The down draft in the fund’s price is related to the rise in the US Dollar vs Australian currency as well as weakness in the mining stocks. Weakness in mining stocks is also related to a strong US Dollar as well. Continue reading →

• Chart & Technical Comment
• Underwriting at Soluna to Close on October 26
• Preferred and Common stock – expectations
• Logic at play
• Soluna Management

Chart & Technical comment:

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My current view of the market is that the decline from the market high in 2021, is a result of rapidly rising interest rates. It is not likely that the market correction is over yet. There is likely a second wave of selling that awaits us in 2023. The 2023 wave will involve a drop on earnings per share, corporate layoffs and bankruptcies. Remember the saying, “A recession is when your neighbor is laid-off and a depression is when you are laid-off.” That is coming next year. Some of us will be choosing between electricity, heat or food. This hardship is caused by government policies that are crushing the economy while at the same time causing energy policy induced inflation. It does matter for whom you vote. That is not to say I am a fan of either party. They are both controlled by lobbyists of various corporations and a deep state group no one elected. Continue reading →

Times are interesting to say the least.

Issues that are causing stress in equities, commodities and bonds include:

• Supply constraints in energy and other commodities.
• War in Eastern EU and potential conflict in South China Sea area.
• Sovereign Banks struggling in multiple countries.
• Rising interest rates that are crushing the economy but not solving the inflation problem.
• The first leg down in Equities is due to rising interest rates. A second 20% to 30% drop could be in front of us from a corporate earnings collapse in 2023.

In the above environment, we believe in investments with a theme around Oil & Gas, Precious Metals and Bitcoin is warranted. Continue reading →