• You can see by the CMF (Chaikin Money Flow), money is leaving the S&P 500.

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LOTM: Comments on:

• Soluna Holdings (SLNH)*
• Galaxy Digital (BRPHF)*
• StoneCo (STNE)*
• PagSerguro (PAGS)*
• Karora Resources (KRRGF)*
• PolyMet (PLM)

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Emotions are the enemy to outsized returns when investing. We all have heard the Buy Fear – Sell Greed mantra. Intellectually we know this. Emotions get triggered as the value of our account rises & falls and headlines are shouting at us how much better or worse it will get. Continue reading →

• Gold (GLD)
• US Dollar (DXY)
• S&P 500 (SPY)
• Karora Resources (KRRGF)*
• Soluna Holdings (SLNH)*
• TZA – Small Cap Inverse ETF

Two to four month forward Technical indicator comments:
Gold: Continue reading →

The past three years have been very rewarding for LOTM and our managed ZTA partnership. We have our periods of FUD, but we work to move through them. Periods of change are the highest risk and the greatest opportunity to capture new change or stay too long in the old ways. Continue reading →

Personally, I have a 45 years of experience in the markets. I have more than a base knowledge of the markets, but I also consume and consolidate three to five hours of daily financial views & opinions in all forms, six and most of the time, seven days a week. Those of you with a life, don’t have the time to consume this much information. One of your benefits to reading LOTM, is the consolidation of news and more importantly “forward looking” opinion flow. If I wasn’t an addicted news junkie, I might have a life also. But it would not be nearly as much fun – for me. Have a great day! Continue reading →

That pretty much sums up our emotions today.
As to positioning in managed accounts, we have a blend of,

1. Precious metal mining companies and commodity exposure for value and harmony with the current trend towards commodities and hard assets.
2. Blockchain/Crypto for growth in the fastest growing industry on the planet.
3. Bottoming fishing in Payments Software (FINTECH) industry. This is a very dynamic and rapid changing sector that is currently out of favor. We believe we can dollar-cost-average through the bottoming process to excellent returns in the future.
4. We hold some high dividend stocks like AM/SLNHP/SBSW/CRT – For cash flow and potential sources of investment funds in the future.

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