Tuesday, July 24, 2018

Market is basically FLAT

Up today was : OIL SP500 2 and 10 year So that means Euro is down? Well, slightly. As I begin a habit of my hobby in sharing my observations, I have no fear of the massive competition for your time. Because the way I look at things are consistent and meaningful as you will begin to see.

Monday, July 23, 2018

Up SP500 Dollar Down Interest Rates (Yields rise) Oil When Dollars go up, not everyone keeps it in the bank so they buy Dollar based assets like Equities.

Friday, July 20, 2018

Capital Flow theory

Im a big believe in where is the money heading too. From there, we can then use fundamental data and price action to form a position in the marketplace. It is my expectation for my readers to help sharpen their timing, risk management, and performance as a result of this. The bread and butter is: US Dollar, SP500, Crude Oil and US Interest Rates. For better or worse, the USA is the main action of the world. Gold, Nasdaq, Dax, Euro, Yen, Nikkei, etc are secondary to where the large money is parked. Today: Up Oil Down Dollar SP500 Interest Rates (Yields rise) So it appears money went out of the US, looking for investments overseas.

Wednesday, July 18, 2018

Virginia Energy Resources

Apparently, today, Trump is considering import bans/tariffs on Uranium (10 years too late) The largest untapped mine supposedly is in Virginia where the resource owner has sued its way up to the Supreme court which will hear the case in October. Lawsuit + Impending Tariffs = Jackpot? The company is worth $20 million and resources of $6 billion so that is 300:1 leverage Uranium mining and any public related nuclear player did nothing today (we've all been burned) at any rate, one day does not make a trend. Ur-Energy UEC Laramide Virginia Energy LEU CCJ (has US properties)

Tuesday, July 17, 2018

Nasdaq hits another high

Nasdaq hits another high. Its like Golden State Warriors a few years ago but got the smack down when the Cavs won. Gold and Oil are weak along with commodities in general. So CPI and PPI should head down for the real economy. Its beautiful in July and with family so why are we following the markets so closely? Hovanian popped 6%. Is this the bottom? Two investments I missed recently on odd earnings was ORCL (should have bought when CA was bid) and CVS which isn't a pharmacy company anymore but a diversified health play. My cannibus stock AOI is a dog that got worst when they proposed a name change. I guess the market doesn't like their new focus. We'll see.

Wednesday, July 11, 2018

Can you apply technical analysis to sports?

With the data moving sports (and now music), can a stock technical analyst apply this to these areas and not only profit, but remove the stigma of calling it gambling?

Monday, July 9, 2018

Hovanian bottom?

Who doesnt like penny stocks? Its the only time you get to see stocks rise 1000% Hovanian has been a dog of a homebuilder for years and today there was an article in WSJ on one of their questionable financing deals and how it was resolved "amicably" by all parties. Sometimes articles like this signal a bottom. Noticed some larger volume lately and no news about the company so if homebuilders rally this should also participate.

Sunday, July 1, 2018

Instead of UVV, AOI

I was bullish pot in 2008 and didnt have the experience to find and develop a longer term Nose for this investment thesis. Now every yo yo has a few thousand shares of the lates pot stock As for me, was bullish UVV - now a compeittor of it, AOI, is doing what i thought possible taking its cash flow and investing in thhe growing area. The stock isnt doing to well now but there is large volume now so lets see what happens

Everyone is Bearish, so....

Barons was very bearish on its headline. So maybe market has one more legup?