Russia's Putin has gone Nuts over the Ukraine.

 

Special Report.

The Ukrainian's are putting up a valiant and defiant defense against Russian troops at the moment.  There is a battle for Kyiv and the Ukrainian army and citizens are fighting back. Refugees from Ukraine are pouring into Poland.

How long will the people of Russia put up with Vladimir Putin?

Things are NOT going well for the Russian military, many of whom do NOT want to be waging war on cousins. However, the Russian military is known to be ruthless acting with a lack of soul.

We can hope and pray they get rid of Putin from within!  Russia should retreat from such foolishness and aggression on the Ukraine.

Will they?  It could well be an area of protracted pain and anguish. Meanwhile, China and Russia played good cop/ bad cop today as market bulls rushed back in from the sidelines. Remember that Xi awarded Putin a "best friend" award from communist China.

Market Talk

Expect more volatility in markets.  Beware head fakes like today where greed overtakes fear as bulls rush back in. Bulls may be fools. It's not over as far as impact.

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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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Vaxart's (VXRT) Oral Vaccine points to strong mucosal protection in NHP, now in Phase 2 Clinical Trial.

 

Stock Talk

Vaxart, Inc.

Newly published data demonstrates substantial cross-reactivity against multiple variants of COVID-19

S-only candidate is believed to be the first to demonstrate robust neutralizing antibody responses in mucosal sites, which is where primary infection occurs

Vaxart’s S-only candidate induced a 1000-fold increase in nasal IgA responses to the variants, which could have substantial impact on reducing community transmission

https://finance.yahoo.com/news/vaxart-only-covid-19-vaccine-133000574.html

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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 oil and natural gas ETF's. (communist China is not a friend)

 

Market Talk

War has erupted with Russia invading Ukraine.  If anybody has been reading here, you are not surprised.  Maybe you took cover from the cascading market that I've been predicting. Maybe you dumped the stocks that are partnering with communist China too?  If you tuned in here maybe you would have dumped Apple at the peak, over 25 points ago.  Not many Apple bulls agreed. But how are they doing now? 

So, on the very same day that Putin will get sanctioned by all of the NATO nations, we see communist China announcing that they will UP the amount of coal to buy from Russia.

 WHY?

news flash: communist China is NOT our friend! 

This is not a bash on the people of China.  It's their military and communist leaders with dominance on their agenda.

https://youtu.be/AFn-fe9L0x4

I would not be holding any stocks that use or plan to use Communist China as a manufacturing source. 

Stock Talk

Watching ETF's that are related to Oil, maybe Texas sweet crude for example, and Natural Gas.

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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 Russian invasion starts at Donbas

 

Market Talk

Today we see Putin making claims on what he thinks is Russian territory in the Ukraine and further claiming that Ukraine is a puppet state of what he views as a threat to Russia.

It's clear that Putin has sent his "peace keeping forces" into the Donbas region to take over the eastern part of Ukraine.  Where and when will this all end?  My posted "peace plan" is off the table since Russia is exerting military intimidation and is invading to take over the Donbas region at a minimum for the moment.  Should we postulate with predictions about how "the market" will react?  I could use some old adages to surmise. 

 "The market hates uncertainty."

 "The market climbs a wall of worry."

The above two quotes are two that kind of oppose each other.  Then there is an adage:

"The market tries to look 3 to 6 months ahead of today".

So, what's next? 

I could postulate and go on and on about what Putin and Xi of the People's Republic of China (PRC) may pull on Taiwan.

A few things are pretty clear: 

Energy demands are going to make oil and gas much more costly. Just two short years ago before the Dems got in, America was energy independent.  At the moment America actually imports over 100,000 Barrels of oil from Russia today!

So, speaking of adages the Democrats have a saying:  "never let a good crisis go to waste". The Dems may change the current policy of discouraging oil and natural gas production in America to going back to pursuit of energy independence.  However, that is at odds with their "green energy" plans.  It should be noted that about 80% of America's electricity comes from fossil fuels, so what powers the grid if everybody is plugging into ev's? Rolling power outages coming? Actually, natural gas is a pretty reliable and clean burning energy source.  America is RICH in natural gas! The Dems bark up the wrong trees and are making America weak.

Stock Talk

At the moment energy stocks are in play because Oil and gas derived from friendly places and from within America will be in extreme demand.  Today, we are witnessing Russia invade the Donbas region. That is war starting.  The speculators will try to play the various scenarios that seem like they have a good grip on.  The odds are seeming that oil and gas will surge higher.

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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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PEACE PLAN for the Ukraine: Look to the Switzerland model.

 This Stock site is momentarily interrupted by Spider's other site.  If anybody out there has any influence to get this to anybody of influence, send this to them.

  SpirtWind.blogspot.com

PEACE

My oh my.  Anybody who has been watching the events playing out on the Russian/ Ukraine border is surely dismayed.  The Russian's say they do not want Ukraine to join NATO.  At the same time NATO say's the Ukraine is not part of NATO but there is support for the sovereignty and independence.  What kind of support though?  From the reports, it appears that the Ukraine is woefully outnumbered by the Russian military presence on the border and incursion has started which can lead to an invasion. Signs point to the brink of war starting.

Let's face facts now.  The Ukrainian's claim they will fight back but they are woefully outnumbered with tanks, air power, missiles and war ships in the Baltic Sea.  It's an unfair fight. It appears that if Russia invades with over whelming air power, it would be more like shooting fish in a barrel.

Does Putin really want to be the most hated man in the world?  Perhaps not and perhaps there is another way? Peace brothers and sisters!

 Here is an idea I have not yet heard proposed:

Propose Ukraine will go NEUTRAL and remain sovereign but independent, much like Switzerland.  Would making the Ukraine be like a buffer nation of peace and neutrality be a win/win?  Neutrality could remove the perceived NATO threat away from Russia.   If claiming neutrality would prevent an unfair one-sided war, maybe it would give all parties an excuse to claim victory, shake hands, and BACK OFF from the Brink of WAR.

 

What do they have to lose from trying? Better to live in peace.

reconstruct, leave the rest behind:

https://www.youtube.com/watch?v=jzXMFdvJ6Tk

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This site is JUST for PEACE and FUN.
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The Russian Bear, Inflation, a closed Monday - affects the Market and many stocks.

 

Market Talk

I have been circumspect on the market suggesting maintaining more dry powder.  Geopolitical concerns and raging inflation are just a few reasons after the markets recently attained all-time highs. 

Russia is reported to now have 190,000 military personnel at or near the Ukraine.  The odds seem to be increasing of an incursion into some parts of Ukraine.  The drums of war are escalating tensions.

The freedom rider trucker convoy in Canada are in standoff with Canada using it an excuse to crack down on crypto funding.  It raises the question if the trend will continue causing pressure on bitcoin.

The stock market is closed on Monday.  A skittish market as to what the world and the impact of sanctions should Russia launch an attack.  Once again, I say here that it's clear Putin wants something to come out of military actions that talking did not resolve to their satisfaction.

 Aside from unpleasant war and potential deaths, the uncertainty to the market, such as in oil being cut off and now planned nuclear exercises by Russian being led by Putin?  The democrats have discouraged oil and gas production here in the US, losing the advantage of being energy independent.

Stock Talk

As far as the market and stocks goes, who can blame it for taking cover on uncertainty?

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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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A Cool Car company is on the watch list - Fisker Inc (FSR)

 

Stock Talk

Here are some stocks on the watch list:

Autos:           Ford (F), GM, Fisker (FSR)

Chips:           Microchip Tech (MCHT), Intel

Infrastructure:       US Steel (X)

Banking:               Bank of America (BAC), PNC

Bitcoin mining:     CleanSpark Inc (CLSK)

Fisker (FSR) was an interesting new car company on the map of stocks when it was just over $20.  But then the market thought better when the supply chain woes came to solid established companies like Ford and GM - and maybe the market paid up a little too much on FSR, the new player.  But Fisker is a well-known name of experience and has an interesting game plan contracting Magna International and Foxconn to manufacture where Fisker will launch new stylish ev's that claim high mile ranges and sustainable materials like roof-top solar panels and seat cushions made from recycled plastic material from the ocean.  Now that FSR stock has faded to the $12ish range in a corrective market, it merits at least watching.  On what basis you may be asking to Spider J Jones?  I will reply simply that the new Fisker prototype cars look cool, and the design is touting extended ranges, and they are taking reservations for future productions at affordable pricing to many.

As usual, I will close with the notion of maintaining dry $ powder seems like a good move in circumspect markets; especially with war and raging inflation on the table of uncertain futures.

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

This site does NOT make Buy / Sell recommendations.

A Day of optimism in a world of Uncertainty lifts the markets - will it last? with some stocks to Watch.

 

Market Talk

What is happening on the Russian / Ukraine front?  There is some market optimism that the military deployments on the borders will not erupt into war and that further talks will continue.  What will actually happen?   The following is a good article to explain the confusing situation. One thing is clear, the Russian's want something to come from all of the "military drills".

https://apnews.com/article/russia-ukraine-business-europe-vladimir-putin-moscow-2b5ffbcff0eb80be38239eb5d3d49ded

Stock Talk

Even though the market is responding to any optimism on the Ukraine front, there is still raging inflation and the US Federal reserve is expected to do the job of reigning it in by raising interest rates over time.  It will start in March.  The market and interest dependent stocks will typically respond unfavorably to raising rates.

However, the recent correction, seems to make some bottom fishing look appealing . The key word here is "seems".

With the above caveats, the following is a list of some stocks of interest:

Autos:                  Ford (F), GM, Fisker (FSR)

Chips:                  Microchip Tech (MCHT), Intel

Infrastructure:      US Steel (X)

Banking:              Bank of America (BAC), PNC

Bitcoin mining:    CleanSpark (CLSK), others too

The above stocks are not buy/sell recommendations (I do not do that here).  However, each have some interesting characteristics that could cause them to move higher if market conditions remain favorable in their respective areas. The last mentioned on bitcoin mining are more speculative, dependent upon the volatile movements of bitcoin values.  If interested, stay tuned to future postings as I will likely opine on the market, stocks and more.

As usual, I will close with the notion of maintaining $ dry powder $ seems like a good move in circumspect markets; especially with war and raging inflation on the table of uncertain futures.

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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 Russian Bear, Inflation and the FED add up to bad market juju in my viewfinder.

 

Market Talk

The markets have corrected some and are bouncing now.  Will a bull rally continue into the year? Remember the Fed's intention to start the raise of interest rates in March. Further, the Russian bear is surrounding the Ukraine with military equipment and over 100,000 troops.  The Olympics wind down in the Peoples Republic of China (PRC) around February 20.  The Ukraine and Taiwan are not under the umbrella of NATO and Russia and the PRC are aggressors on the world stage. These are examples of macro factors that make me circumspect about many stocks, especially companies that may be enjoying nice runs but are dependent on a partnership with the PRC.

With the above overall market wariness, the sidelines look safer to me at this time.

 

Dry Powder -   I would not go all in on any stock with the macro dynamics of global strife and Fed tightening to address inflation.

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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 stocks of interest in a circumspect market (Microchip Technology, Ford ... and CleanSpark ???)

 

Market Talk

The markets have corrected some and are bouncing now.  Will a bull rally continue into the year? Remember the Fed's intention to start the raise of interest rates in March. Further, the Russian bear is surrounding the Ukraine with military equipment and over 100,000 troops.  The Olympics wind down in the Peoples Republic of China (PRC) around February 20.  The Ukraine and Taiwan are not under the umbrella of NATO and Russia and the PRC are aggressors on the world stage. These are examples of macro factors that make me circumspect about many stocks, especially companies that may be enjoying nice runs but are dependent on a partnership with the PRC.  My previous post still holds for me.

With the above overall market wariness, I will highlight a few stocks that are capturing my interest.

Stock Talk 

Microchip Technology Inc (MCHP) was incorporated in 1989 and is headquartered in Chandler, Arizona. The global chip shortage has affected the supply chain of many industrial products such as Automobiles. While it appears that MCHP ($76) uses semiconductor wafers made in the USA, the specific chips are made in faraway places such as the Philippines.    MCHP uses vendors to take their catalog and supply to manufacturers.  There is a push for the big industrial companies to go deal directly with producers of chips and there is a push by the US government to produce the chips within the US.  These are dynamics that make me believe that MCHP is a stock to watch.

Ford (F)  is a company I have highlighted as a "some stock" since it was in the $11 range.  It has since risen to the mid 20's and when it did, I suggested here that it may trade below and above the 20 range awhile.  The above-mentioned chip shortage was and is one reason I believed Ford would remain range bound. Now that Ford has faded back to the 17's and 18's range it may be a buy some stock yet again.

Ford's electric vehicles like the maverick and the Lightning F 150 pickup are sold out for the 2022 models. 

CleanSpark Inc (CLSK) -  I have highlighted this bitcoin miner and energy related co in the business of microgrids.  It has been volatile with what I viewed as excess insider feather bedding. However, CLSK's recent quarter may reflect a turning point and is bouncing off the bottom.  I re- mention it today because they actually produced a pretty positive quarter in terms of reporting an eps of .35.   I was disillusioned by management and sold CLSK stock in the 20's and it is now at single digits and bouncing.  It may be a stock of interest as a speculation if bitcoin can hold levels. 

"BRIEF-Cleanspark Reports First Quarter FY22 Financial Results

BY Reuters
— 4:55 PM ET 02/09/2022

Feb 9 (Reuters) - CleanSpark Inc ( CLSK ):

* CLEANSPARK REPORTS RECORD FIRST QUARTER FY2022 FINANCIAL RESULTS

* Q1 EARNINGS PER SHARE $0.35

* Q1 REVENUE $41.2 MILLION Source text for Eiko"

Dry Powder -   I would not go all in on any stock with the macro dynamics of global strife and Fed tightening to address inflation.  some? maybe.

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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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