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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Calumet Specialty (CLMT)* $12.94 was added to the LOTM: Ten Under $10 at a price of $2.61 in August 2020. The goal od Ten Under $10 is a double in price in one to two years. Calumet is running better than most Ten Under $10 picks, but it is not our best stock pick. Continue reading →

2021 is and has been a volatile and challenging year.

• Grow stocks  (risk on trades) peaked in February and March  and then as money rotated to value stocks (risk off trades), prices collapsed.
• Commodities drew money as Inflation became a mantra.
• Now we are hearing a changing narrative that Inflation will become deflation as demographics (aging baby boomers) and the fall in purchasing power of the US-dollar slows the economy.

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Make “volatility” your friend and take advantage of what she presents!
Volatility – why is that equated with Down markets and not Upward moving markets? Either way it is a normal part of stock market business. Continue reading →

Best Explanation Yet, as to what is happening in the markets – LOTM Digging Deeper:

The linked interview with Felix Zulauf was done April 2, 2021, with Raoul Pal.
Each of us will have our own individual perspective to Zulauf’s projections. I find it highly credible when compared to the events that have unfolded since April 2021. Consider it and see how it fits the market as you have experience it. Continue reading →

Valuation Metrics For Select
Payment Application & Infrastructure Software Companies

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