Are you up for the Double your Money Challenge?

It is that time of the year to be looking into the crystal ball for next year. Well, maybe a bit early, but we have an election coming in six weeks and a lot can change from November 3^rd forward. We’ll take on that task with the picks below and why we think they will be winners no matter who wins the Presidency.

• Here they are:

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Whether Investing or Politics there are multiple layers of processing of what we “see, feel and hear”.

• Level 1) Emotions – This has kept us alive as a species over time: This is our “fight or flight” instinct. It is real and we have to pay attention. In the market however, we need to train ourselves to use it in a counterintuitive way. That is easy to process intellectually but difficult to do in the heat of the moment.
• Level 2) Logic & Facts – In today’s world we cannot depend on what we “see, feel and hear” so we must move past Level 1) Emotions, and use our critical thinking skills. This involves processing data and facts from a 360-degree perspective. From this we can draw a practical path forward – or retreat. Without Level 2) Logic & Facts, we are blowing whichever way the “wind blows”.
• Level 3) Understand Who might be trying to manipulate our emotions, why and to what end. Negative or positive blogs, media, short sellers, all use “Yellow Journalism” as we used to call it. Now it is called “Fake News”.

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Cryptocurrencies:

LOTM has taken a decided shift towards owning Cryptocurrencies in the past week. We are seeing major financial institutions and money managers committing to Cryptocurrencies. This is a simple investment theme. Supply and demand.

Bitcoin To $500,000? Plus, Fidelity Files for New Bitcoin Fund Forbes – Aug 30, 2020

Fidelity Is A 1,000 Pound Bitcoin Gorilla in The Making – Forbes – Aug 27, 2020

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Today we made our first Crypto purchase – through the stock market. It is a SEC approved trust that trades publicly under the symbol ETCG* $6.30.

This is one of the two Ethereum’s – Ethereum Classic (the original). The second is Ethereum Trust (ETHE) $48.35 – a splinter branch of Ethereum Classic. Both appear very over-sold. We are looking for a regression to the mean trade. Ideally that means back towards it 50-day moving average, currently around $9.32. Continue reading →

September 16, 2020 Tom’s Blog
Now What?

The Jerome Powell, Chairman of the Federal Reserve recently stated that the Fed would keep interest rates low and let inflation run above the two percent target. Run “hot on inflation” in my words. This is another way to say that they are in a bind. Continue reading →

September 15, 2020 Tom’s Blog

Aggressive Buy in a Healthy, Oversold, Dividend Payor!

• Oil & Gas Royalty Company
• 100% of free cash flow will be distributed as a quarterly dividend
• Debt Free – 6.54% annual dividend based on the last distribution
• Expected to become aggressive in buying royalty streams with prices low
• Credit Suisse Upgraded to Outperform on Sept 14, 2020

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• Forward P/E ratio on Finviz is posted at 16.66 – optimistic view for sales and profitability
• Short interest is at 31.56% of Float – a strong negative view by professional traders
• In looking at the chart below it could be the last weeks trading could be short covering. The market was very weak but someone is buying when a stock flat lines like INO is flat lining.

Sourced from Finviz – INO Sept 12,2020

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