Earnings were released March 3rd. Truthfully, we are not sure what it says. The company is a great asset, undervalued at 60% of 2020 estimated Free Cash Flow, but due to the nature of accounting within the refining industry, Government regulations and non-cash expenses, we need time to process the information. Free Cash Flow is the real measure of progress or failure for Calumet. The verbal conference call suggests that CLMT is in a very good position – the chart also suggest that big money has become accumulators of the shares. Continue reading →

About ARGO:
Headquartered in London with operations in North America, ARGO is a debt free Crypto Miner. Unlike Mechanical Tech (MKTY), who will create and sell crypto currencies shortly after production, ARGO will retain ownership of its crypto currencies for investment appreciation. This is a good way to acquire crypto currencies – make them yourself. We like both ideas of creating and selling as well as creating and owning. MKTY brings the added business plan feature of building alt-energy Data Centers, while ARGO takes a different path and is starting to accumulate Intellectual Property in Blockchain Applications as well as creating, owning and buying different crypto currencies. Continue reading →

Today, Feb 24, 2021, Galaxy Digital (BRPHF)* $14.40 announced preliminary Q4 and year-end numbers. Final #’s announcement to follow at a future date. Continue reading →

We are position builders in the infrastructure around Blockchain and Crypto. This is “the” emerging industry for the next decade among many. Cathie Wood and her ARK funds have much of that nailed so we will look for opportunities in her domain, however many are above $100 a share and we are on the other end of the spectrum in hunting stocks in the under $10 world. Continue reading →

Technically speaking, MKTY is still in a rally phase. The shares are thin – about six million out-standing. If trading this stock will give you many outsized trading swings. Continue reading →

Below are four resources that you might want to subscribe or check on a daily basis. The channels are good to great that the interviewers are excellent. They ask the right questions but also allow the person being interviewed to express their themes and logic.

This is an information and knowledge bases business so we can never stop learning. Kinda fun isn’t it!
Watch a couple and see what you think! Continue reading →

Our stock picking track record is posted above so we will not comment on the record.
Our overall investment theme is: Continue reading →

GDX – VanEck Vectors Gold Miners ETF $32.74
TBT – UltraShort 20+ Year Treasury $19.75

Long-term interest rates are causing issues with gold, gold miners and some large cap stock valuations. Unless it reverses it, will eventually cause problems for the entire stock market. Since it is inverse to government bond prices, you can visually (TBT chart) see it is causing pressure on bonds prices. Continue reading →