Blog Highlights:

• Falling inflation, Falling interest rates, rising GDP equals rising Bond and Stock markets.
• Inflation Rate – Falling and half of its high water mark.
• Interest Rates – Still high but probably heading lower soon.
• GDP – Is Rising

Falling inflation, Falling interest rates, rising GDP equals rising Bond and Stock markets.

This is no secret. This formula is as old ad the markets themselves. The issue arises in that the general public is not taught in any classroom as we prepare to enter the working world. Few other than professionals look for the formula and it cause and effect relationship to play out. Continue reading →

• Impact on Galaxy Digital from the financial collapse of FTX
• Take-over of Yamada by Pan American Silver and Agnico Eagle

There were two major events on companies of Interest to LOTM we would like to share a follow up comment.

I: Impact on Galaxy Digital from the financial collapse of FTX

Mike Novogratz Founder from Galaxy addresses the FTX collapse and how it impacts Galaxy Digital and the Crypto industry in Galaxy Digital’s third quarter earnings report this morning, November 9, 2022. If you are holding shares of Galaxy Digital, it is worth your time to listen to the direct comments from Continue reading →

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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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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 →