Are Democrats really THAT stupid? Were the Republicans really worse?

 

 Straight Talk

First, a statement. I am an independent, neither republican or democrat. I have commented when it seemed the Trump administration were morons and now the Democrats are in control.  

 

However,  I do not understand how any thinking person can watch the mishaps on the Southern border and believe that the Democrats have a handle on ANYTHING to do with policy. Or policy that is good for Americans.  Worse for it, they don't even allow the news media in the camps to observe what is going on. We see glimpses of big fat cheeseburgers being packed for children whilst being taught in make shift schools whilst the kids in California can not go to school because of teacher unions.  Why they can't say every teacher gets a vaccine and go to work! is beyond many thinking people.  Kamala?  she was put in charge but does not even travel to the Southern Border to see what's happening in real time. PHONIES ! DEMOCRATS ARE PHONIES THAT PULL "the race CARD" in many cases where it's really NOT a race issue.  Peel the onion and you will see everything is NOT a Black vs White vs Asian issue!  Systemic racism is not as rampant in America as the democrats pander to the issues that do happen..

I will say where did Trump go wrong? He got stupid by not realizing that Black AND White people were hurting over what happened to George Floyd and he just took for granted that "law and order" would deal with it where real talk of reform was needed. That was what rightfully incensed many people.  However, the looting and riots in cities that played out were wrong just as the incident on Jan 6 went overboard .

That was THEN and this is NOW.  

What does this have to do with stocks?  What does this have to do with Policy?  Have you taken a  look at bitcoin price lately?  Do you think it has anything to do with lack of faith in policy?  I'd venture to say that a high majority of bitcoin buyers are DEMOCRATS that voted in the morons!

I'd venture to say that the same democrats do not watch what is going on lately.  Why?  Because to do so makes it abundantly clear they made the wrong choice for America.

 

In closing, I will leave it up to the reader to check some stocks of interest out and perform their own due diligence.

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ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
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The Market has me circumspect - be careful

 Market Talk

 The tech stocks of the Nasdaq are taking it on the chin lately.  The short and long term interest rate views are causing shifts from growth tech stocks to other "value" sectors like banking and energy.  But these market shifts change on a daily basis seem to be causing unpredictable volatility leaving a feeling of "why bother".  The market is limbo between stimulus efforts.

Meanwhile, the investors are watching the new administration carry out executive orders with a confusing agenda like open borders through open spaces in the wall they cancelled and orders that  impact thousands of Americans that were working or affected by the halt on the Keystone pipeline. 

 

The new administration is also being tested in international relations and so far, it appears that the democrats do not have their bearings set with policy confusion abounding.  Add it all up and the market is getting even more and more unpredictable like a ship without a rudder.

Stock Watch

 Although the Dow and markets appear to be at highs, there is "a correction" going on all over the place in many stocks and shifting influences and dynamics can give haircuts to individual stocks in swift and hard moves.  It may pay to weigh each position and adjust down or up such that more dry $ powder is readily available. This is a tough market to try to predict.  There is talk of  another round of future infrastructure stimulus in the range of trillions of US dollars.

But such an agenda has a way to unfold and shifting views and positions in markets make it a more dicey period to trade. I am not saying don't try to pick your stocks.   I'm saying that going "all in" in any one stock position may not be best if the shifting tides don't go our way. 

  

• maintain some dry $ Powder.

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ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
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Three "some" Stocks : GM, F and MO .. for "the momo" ? - or just long, whichever comes first.

 Stock Talk

 Three stocks to look into that  may be good stocks for a some position to see if they can be held long.

 

• General Motors (GM) - great eps, plans to be the ev leader

• FORD (F) - the ev mustang is a good start 

• Altria (MO) -  great interest return,  ' nuff said there.

There will always be market dynamics that can affect the short term sp.  Maybe accumulating some , averaging over time may be the right way to $ cost average .

 

Dry Powder too.

I have a few spec stocks I am watching and in some, but recognize that the market is a dicey beast so not pumping anything here.

Crypto is running hot. I'm watching :  EBON.

One other stock that I hesitate to admit that I bought some again is Sorrento (SRNE).  Maybe I bought some on emotion because a loved Uncle passed of Amyloidosis. 

 

 https://finance.yahoo.com/news/sorrento-announces-first-patient-treated-130000496.html

 

However , SRNE has a lot of things in the pipeline.  I believe the government is holding back at-home tests and treatments and the FDA monkeys are complicit.  One of these days maybe Sorrento will be unleashed to help people suffering from Covid 19.   Thanks FDA monkeys - NOT!

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ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
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Do you know what "FOMC" stands for? And what do they do?

 Market Talk

Yesterday, "the FOMC" had their meeting.

The Federal Open Market Committee (FOMC) consists of twelve members--the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis.

 

By law, the FOMC must meet at least four times a year; in recent years, it has met eight times a year. The meetings, held in Washington, D.C., are attended by the members of the Fed's Board of Governors (Board of Governors), the presidents of the 12 Federal Reserve Banks, and some senior Federal Reserve staff members

 

 So the meeting yesterday, in a nutshell, resulted in the notion that the Fed plans to act over the course of the near future as though inflation is not as much of a concern as re- starting the economy so that the job market can improve from pandemic levels. They "try" to manage inflation by the setting of interest rates that banks lend money.  The theory is that it controls growth and higher rates can slow down an expanding economy and thereby reduce inflation.  sheesh!   talk about a house of card theory! But as an example, if rising rates make it harder for people to buy cars or homes, it slows down auto buying and home buying and those sectors may slow down. For now, the Feds are saying - hey market - don't worry about interest rates rising.

So one thing that the Fed impacts with calls on rates is the stock market.  This is because "the market" is always looking 6 months ahead at trends. If the perception is that the economy will slow or speed up, money fund managers shift investment into different sectors anticipating the change.

The market responded that growth is back on.  Meanwhile, many do not believe that inflation will be so easy to manage with the government's progressive agenda and bailouts to the states and cities that supported the socialist democrat agenda.

 

Stock Talk

I will leave it up to the reader to check some stocks of interest out and perform their own due diligence.

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ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
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Circumspect with a few sayings in a wild west market climate

 Straight Talk

 I could go on about the way the socialist democrats are steering America , but hey people -- "you" supposedly voted them in.  Now we see thousands of parents in other countries just dumping their kids to cross the southern border wearing Biden T shirts. Yea, the government will take care of em.  yea sure - uh huh mmmmm.

The Dems seem to think they are buying millions of new democrats forever. The socialist agenda continues without debate, republicans powerless (except whine) to do anything with Democrat control. 

 

Good luck with that!

 

Market Talk

It's a wild west climate.  I am circumspect. 

In a wild west market I sometimes think of saying's like:

•   " something always happens"

•   "buy low sell high"

•  " Never fall in love with a stock"

•   "Preserve some dry $ Powder"

•  "A long is often a good trade gone bad"
  

 

Stock Talk

The Nasdaq stocks are under pressure likey by inflation and rising interest rate concerns.

 I'm circumspect, dry powder and a few stocks to watch with trading notes:

• just some MO, like the interest return
  
• watch some GM n Ford.
• speculative, just some EBON to see.
• spec just some NNOMF, battery cathode stock.
• a few CYTR set n forget stock.
  
• SOLD -  CLSK.  (dilution, whipsaw stock).
  
• DRY $ POWDER  

watch em all but a little more circumspect.

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ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
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Watch Ford and GM

 Stock notes for a Friday

  Watch GM and Ford (F). That new ev mustang looks like it may catch young people's eyes.  While the Mustang range is in the modest 270 mile range depending on temperature, it may be good nuff for many.  GM has better numbers, but I am not counting Ford out of the new green energy deal.

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ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
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Risk back on? The Dems have a "spending plan" - yea OK roll with it.

 Market Talk

Many stocks in the market corrected in the last two weeks.  We heard the talking heads say it was interest rates starting to rise resulting in "money managers" in institutions changing strategy from growth stocks in the tech areas to financials and materials. However, we see the Dems ramrodding their massive spending plan through congress and it seems likely that their VP will cast a deciding vote to get it approved.

Meanwhile the democrats have canceled the Keystone pipeline, furloughed thousands of jobs,  and oil and gas prices are headed higher.  Have you noticed it takes a lot more recently to fill up you car?

On a positive note the JnJ vaccine is approved for distribution but they don't have many available yet for putting into the arms of real people.  We are hearing that by June, there may be 100 million available one dose shots.

With the above banter, it feels like risk is back on in the market.  I am not making advisory statements here except to say the following view.  The market feels like a wild west environment.  Fundamentals have almost gone out the window with the battle between short hedge funds and the little people like us.  In this climate it can be feel like  trying to sail a boat in a storm and choppy waters.  With that notion, I will now say "risk back on". The climate with massive spending and new agenda's geared to renewable energy that some stocks may bounce and outperform again.

Stay tuned for more stock talk

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ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
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