Calumet (CLMT) $3.00 in aftermarket trading, Friday.
I do not have a love affair with CLMT, but I do recognize the Fundamental progress the company has made. Management has executed this turnaround and transition from commodity oil refiner to Specialty Chemical company almost perfectly – in my opinion. Some would say they could have done better. Real life is messy. Not perfect, as an academic or researcher “believes” it should be. It is professionalism in the face of adversity, the ability to solve problems and adapt that is the most important. CLMT management did this. Continue reading →

Kontrol Energy (KNRLF)* $3.25

Kontrol Energy has been a sizzling hot stock. Up 18.5 X since its low in March of $0.175. Over-priced? Continue reading →

Originally Published Sept 26,2020
Global Silver Demand Edged Higher in 2019, With Investment Demand Up 12%, While Silver Mine Supply Fell for the Fourth Consecutive Year
Silver Institute: April 22, 2020 linked here
Chart from Finviz.com

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Fly Leasing (FLY) $6.70

Fly Leasing is focused on owning the world’s most popular commercial aircraft. They have a fleet of 86 modern aircraft leased to 41 airline in 25 countries. Approximate value of the fleet is $2.7 billion US Dollars. Continue reading →

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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