As part of a new approach to LOTM information, we will share charts of positions held and of LOTM companies of interest we may not yet own. We will post this update on roughly a four week cycle. There will be few comments. Most of you can read a chart by now and come to your own technical conclusions. There will be very little on the Company, Products, Capital Structure, Fundamentals or Valuations. We are available by appointment to share verbal thoughts and comments for subscribers of LOTM.

Our three-year-performance of companies held in one of our accounts related to LOTM is below. Most of these names are in this portfolio. Our focus over this period has been a barbell approach between Precious metal miners and Crypto/Blockchain related industries. We have recently added Income producing companies as long as the dividend is above our cost of borrowing. We now consider our approach a triangle focus between these three investment themes. Currently our cost of borrowing at eTrade is about 8.9%. The Income producing company charts are Continue reading →

Three-year performance.

Comment: in terms of traditional performance, we look good. In doubling the account each year, we are in our fourth-year. Starting with $1,000 in July of 2022 we hit our goal in the first year of $2,000. We hit the second goal of $4,000 at the end of our first two-years. It took us about 15 months to hit our three-year goal of $8,000 (October ’25). The price sell off of Q$ ’25, in what we own, set us back to Continue reading →

Several large financial firms have recommended holding more than 0% of Bitcoin in asset allocation models, typically in the range of 1% to 4%, depending on the investor’s risk tolerance. Firms like BlackRock, Morgan Stanley, Bank of America, and Fidelity Investments have provided specific guidance on incorporating Bitcoin into diversified portfolios.

Institutional Bitcoin Allocation Recommendations

Major financial institutions generally recommend a modest, conservative allocation to Bitcoin, acknowledging its high volatility while also pointing to its potential diversification benefits and long-term growth prospects.

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Breakout above 50-day MA with 50-day and 20-day MA rising

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• Morgan Stanley Takes Crypto Mainstream in 2026
• Why is DeFi Development* moving higher
• Solana (SOL*) Processed over $1.5 trillion in decentralized exchange volume, a 57% jump, showing incredible throughput.

Morgan Stanley Takes Crypto Mainstream in 2026

Morgan Stanley is actively pursuing the launch of spot Bitcoin (BTC), Solana (SOL), and Ethereum (ETH) Exchange-Traded Products (ETPs)/ETFs in 2026, filing for these with the SEC in early January 2026, alongside plans for crypto trading on their E*Trade platform and a new digital wallet, signaling a major move into regulated crypto for the firm and broader institutional adoption. Continue reading →

Two Crypto companies have applied to establish Bittensor (TAO) ETFs.

These two companies are

• GaryScale – where they are converting an already established TAO Trust, symbol (GTAO), into a ETF format.
• Bitwise is establishing a new Bittensor (TAO) ETF.

This is new buying/sponsorship coming into the thinly traded altcoin – Bittensor (TAO)*

Bittensor, the altcoin, and the three DATs (digital asset treasuries) below are tiny companies with very small number of shares outstanding. They are illiquid traders. What nakes the attractive is that the market caps of the three DATs is close to the value of its current holdings of Bittensor. In addition the valadation/staking return on the Bittensor held is apx 14% annually. Therefore, the TAO DAT companies are a very good proxy for owning the altcoin TAO. The revenue gives these three companies immediate cash flow revenue at a high rate of return from valadation/staking Continue reading →

I: Energy prices drive inflation.
Energy prices are down and still falling – so falling inflation in 2026. What a transition from two-years ago!

II: AI drives down inflation because it is more efficient than the current processes.  Continue reading →

LOTM: David Morgan is recognized as a leading, no-BS expert in silver. This interview discusses the current move in silver, what is BS news, and what is really happening in the physical silver market, and how he manages his position through parabolic price moves such as we have now in silver. Continue reading →