• Brazil ETFs: EWZ – EWZS
• Australia Investments: IAF & EWA

The countries above are dynamic emerging economies in the Commodity Era. Brazil and Australia are strong in Natural Resources. The world has entered a period of growth driven by the transition to clean energy sources. The transition from fossil fuels will take decades. There is strong desire by some individuals, organizations and governments to make this transition in the next ten to fifteen year. It is not going to happen. Continue reading →

Looking very short-term to a longer View: The two-hour chart of BEAM shares appear under accumulation. Consider buying shares on the dip and keeping some long-turn.

Note the rising pattern in the MACD and the RSI. This appears to be consistent buying pressure – likely by an institution. Continue reading →

• 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 Continue reading →

• 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 →