In an April 7, 2024 dated released interview with Scott Melker, Mike Novogratz discusses:

• Why he has 2/3 of his net worth in crypto and Blockchain.
• Galaxy’s turnaround from 2022 disaster in crypto to Blue-sky, everything is working great in 2024.
• TradFi shifting to tokenization of securities and debt towards tokenization of everything of value.
• Novogratz is one of the loudest voices promoting crypto and Blockchain. He believes this is a technological revolution that is changing the world similarly to how the internet changed the world.
• This is not only a technology change of enormous proportion, but a path out of the falling purchasing power of fiat currencies around the world.

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Tradition has the S&P 500 priced in US Dollars. If however, the purchasing power of the US Dollar is declining due to money printing and the resulting inflation the S&P will rally. That does not imply that you have maintained your purchasing powers. Somethings are not included in the inflation rate. Things like home prices and food.

To give a better picture of our purchasing power we have used gold and Bitcoin as the denominator to the S&P 500. Because gold has historically not been devalued through excess money printing, we can use gold to be a better savings vehicle than the US Dollar.

Here what the last year look like for S&P 500 performance when priced in US Dollars. Below that graphic we show that the S&P 500 performance is when priced in gold. Continue reading →

LOTM is bullish on gold and silver miners. We were early as is our profile but now the move has started. We are basically positive on hard assets. We include Bitcoin as a version of hard asset with its fixed number of coins that will forever be limited at 21 million. Many are above their 50- and 150-day moving averages. Look at the charts before you buy. Know your companies as best you can to avoid unpleasant surprises. Unpleasant surprises are normal in the market but try to minimize them as best you can. Names below are not a suggested buy list but are posted only to illustrate that the miners are on the move higher.

Listed below are the better performing silver & gold companies we track dated April 2^nd . Continue reading →

S&P 500 (SPY) divided by Gold (GLD) is starting to roll-over based on the shorter-term moving averages. This means that the S&P 500 is doing less well than the price of gold. If you rotate between the S&P 500 and the Gold ETF (GLD), you would be starting the shift from (sell) the S&P 500 and into (buy) the physical gold ETF – GLD. With the price of the S&P 500/GLD indicator now below 50-day moving average, and the 20-day MA about to drop below the 50-day MA, the S&P 500 rally is now on a short-term sell signal and a buy GLD signal.

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Dated March 11 – 23

There’s a lot going on in the market.
New trends beginning,
Current trends topping,
Asset rotation,
Bitcoin: A New Asset Class being funded.

Heightened Risks, New opportunities. Today I’d like to share things to watch out for positive and negative outcomes.

Outline: The LOTM approach is as a Position Trader. We tend to build core positions and trade around those core positions. As such we look at the company and value first – not always but for the most part. While we work on timing through technical analysis and stage analysis, we tend to be early. Most of the time we get it right, but we do enter stock positions at what we think are points of a trade that reflect Continue reading →

Investing News Network – Melissa Pistilli Feb. 28, 2024 (Full Story Linked here)

Keith Neumeyer of First Majestic Silver (AG) has said he sees the white metal reaching US$100 per ounce.

Neumeyer has previously stated that he expects a triple-digit silver price in part because he believed the market cycle could be compared to the year 2000, when investors were sailing high on the dot-com bubble and the mining sector was down. He thinks it’s only a matter of time before the market corrects, like it did in 2001 and 2002, and commodities see a big rebound in pricing. It was during 2000 that Neumeyer himself invested heavily in mining stocks and came out on top.

“I’ve been calling for triple-digit silver for a few years now, and I’m more enthused now,” Neumeyer said at an event in January 2020, noting that there are multiple factors behind his reasoning. “But I’m cautiously enthused because, you know, I thought it would have happened sooner than it currently is happening.” Continue reading →

February 26, 2024 –

Color code: Dark Green is a “Strong Buy,” and Continue reading →