An excellent Q-2 is Anticipated
LOTM is anticipating a very good Q-2 report due out in mid-August.
We like HealWell as a company for a one to two year holding period. The August ’25 Q-2 earnings repoer is an event we might trade ‘the stock,” Continue reading
Follow-up comment on Sol Strategies
Technical Perspective: Price has crossed above both the 50-day and 150-day MAs. If we have a filling of the gap higher and a test of support at or near the moving average prices, It would be approprate to buy the dip with a close stop if you use stops or to beging accumulating sharers on a Dollar cost averaging basis Continue reading
MacroVoices with Dr. Pippa Malmgren
“MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFK”
July 24, 2025 – 1hr23min
Real-world actions can be compared to the layers of an onion. Most of us operate on the surface layer: we work, raise families, and for the most part, do what our government tells us to do. With critical thinking, we can gain insight and foresight into the deeper, second and third layers of the onion. Continue reading
The Dam has broken, and a Tidal Wave of Institutional Money is about to sweep into Bitcoin.
What is going to appreciate faster than Bitcoin, are the companies that are enabling the conversion from the Fiat Monetary System to the Bitcoin Digital Store of Value System.
Strategy (formerly MicroStrategy) symbol MSTR, has created investment products that Institutions who could buy Bitcoin directly, can now buy indirectly. Insurance companies and pension plans had to invest a significant portion of their investments in fixed income products by law. Strategy has created fixed income products, over collateralized by Bitcoin, which are acceptable for Pension funds and Insurance companies. Everyone is well aware that the USA and other countries cannot meet their debt requirement other than through the printing presses. The “market” or “Water behind the Dam,” is estimated to be as large as $300 Continue reading
Market Cap: $3.28 billion – EPValue: $3.7 billion – P/E (fwd) 9.6 – Dividend 10.9%
Shares Outstanding 128 million – Insider ownership 30%
MACH Nateral Resourses LP (MNR)* $15.36. – MNR has a trailing dividend at 21%.
This is not to say the dividend going forward will remain at this rate. The cash pay-out, is directly tied to the price of oil & gas and therefore is a variable payout quarter by quarter. LOTM is impressed by the large scale insider buying being done by one board member William McMullen.
Two-year chart from StockCharts.com
Investment Assumption: The US Dollar is being devalued by roughtly 7 to 8% annually to deal with our unpayable debt.
What works from an investment perspective in this situation? Hard assets from land and natural resources to scarce assets and Rapid Growth that is higher than the depreciation of the US Dollar.
Bitcoin is both scarce (maxinum 21 million shares) and rapid growth with 99% annual appreciation for 13 years.
ZTA is heavily focuse on Physical Metal related investments, Oil & Gas dividend payments for “hard asset” exposure. On the rapid growth side we have exposure to Crypto/Blockchain, AI Data Centers and AI applications in the medical related field. Healwell AI (HWAIF*) is our expoosure to AI in the medical Continue reading
(and I mean BIG BUYING)
TXO Partners has a trailing yield of 15.48% The amount is variable and paid quarterly. The payout varies with the price of oil and gas.
