Do "Things" feel market "dicey" ? maybe but - Holding some Kinross Gold (KGC)

                                                                

Market Talk                           

 

The market seems to be dwelling on the prospect of prolonged "status quo" of interest rates not being lowered until September or even later, if at all.  The Fed needs to fight inflation and at later time, ease borrowing interest rates.

The status quo of back and forth "measured" geopolitical war, strife and challenges from our adversaries, if not enemies.

 

 Stock Talk

 

About a month ago, we started looking at Gold demand   Gold was bouncing around 2K an ounce. Since then the etf - GLD has risen from around the $200 mark to $215 as of this note. It had gone as high as near $224. While there are several reasons why Gold could go much higher, the near term dip makes one wonder if Gold will consolidate even further at a lower  level until the next spin cycle. Why should it?  To venture a guess, perhaps the same ones in Russia that are hoarding gold are starting to think about selling gold to pay for Putin's war machine? Perhaps the traders are just taking profits.   As a small retail trader and investor, we may feel powerless to know exactly but watching a gain dwindle down is no fun.  Some may choose to take the gain in some or all and step aside for awhile..

While the above speaks to the higher priced GLD, perhaps holding a Gold miner like Kinross Gold (KGC) in the 6's is a way to stay long in the gold sector.

Some may also choose trading some of the oil stocks before the earnings reports.  Some analysts project a year over year decline in some co earnings, perhaps due to lower Nat gas prices. Share prices have not gotten over a hump after a fairly nice run. Is that a sign of future share price sluggishness and a coming dip? I don't know for sure, do you?

On another front, crypto - the bitcoin halving happened on Friday.  As far as crypto goes, it seems like it was a non-event.  Perhaps even a sell the news is happening.  Could bitcoin levels be subject to selling pressure in the near ? Maybe its time to take a gain on IBIT before too many traders get the notion. Something, actually anything, is only worth what the masses will pay and perceptions can be catchy.

In making buy/ sell decisions we can say only hindsight is an exact science.  But taking a gain in some may be better than watching it dwindle down.  Suggest to trade or invest according to your own comfort level, logic and intuition.  Nothing wrong with conserving dry powder when things start looking/ feeling more dicey with regards to share price levels.

In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember  never get arrogant in our various  notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

Some Defense, Oil and Gold and other issues of rising interest

                                                             

Market Talk                           

 

The backdrop of geopolitical strife and warfare is taking a front seat to the market.  Defense , Oil and Gold were growing hot sectors without the attack on Israel on Oct 7.  But since then the growing strife came to a head last night with Israel doing a measured strike on an airbase in Iran. The message to the mullah's in Iran is the Israeli Defense Force (IDF) can reach out and touch Iran in ways that will take a toll if Iran keeps up attacks. The war pundits seem to think that neither side wants to take things to full scale war but prefer measured responses that often result in attacks.

 Stock Talk

 

We've enjoyed a fairly nice run on some American oil and defense and gold. There are prospects of prolonged higher interest without a rate cut, now projected no earlier than September.  

Exactly how the geopolitical strategies play out on the market can seem hazy.  BUT, there are some facts to consider. The World's Banks and countries like China and Russia are both mining and storing and buying GOLD.  This is, in part, to show up the US dollar as  basis of world trade.  Our own government may not be helping to counter the attack on the US dollar with their liberal spending in areas that seem counter to American's own citizens that pay taxes.

Still, some stocks or etf's to watch that have enjoyed recent gains are American oil related, defense and Gold.  There are reasons to say that these areas may continue a run.  However, things don't always go straight up. They often zig zag and meander. Traders will take some gains and cut some losses in a no man's land market.  The Fed not lowering interest rates could stem the Gold to US dollar imbalance but Gold seems to be climbing to all time highs where some say the $3000 mark for Gold may not be as far off as the past action suggested .  On the other hand there is nothing wrong with managing a gain into some dry powder.

Bitcoin is traded into scary dips leaving the question of why.  One report is that the miners are selling some reserves before the halving event. Many pundits see higher bitcoin after the halving but reality and notions can subject to divergence in the future.  History of bitcoin halving events point to higher bitcoin coming long term.  BUT many pundits will not even venture a guess on bitcoin value.  Ethereum is catching interest with future etf's in the making. This is not an all in kind of approach but maybe some here some there in small , doses.  The bitcoin halving event is projected to happen soon.

 Some stocks and etf's and crypto to Watch:

Raytheon (RTX) seems to be  firing on all fronts just over "par" $100  and looking like it wants to fly higher.

Devon Energy (DVN)

Gold etf's:  GLD and GLDM

Silver  etf  SLV

Gold Miner:  Kinross Gold (KGC) , currently just under $7 but "may be" a coming breakout stock on Gold's rising and production runs.

Others to watch:

Bitcoin etf 's : IBIT and EZBC

Bitcoin (BTC) and Ethereum (ETH)

 

If interested, scroll back a few posts for more coverage on any of the above topics.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember  never get arrogant in our various  notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

No man's land market for awhile?

 

                                                                   

Market Talk                           

Since the uptick of inflation and the geopolitical effects of the attempted mass bomb attack by Iran on Israel, the stocks and market are in a kind of no man's land.   The prospects of a previously thought interest rate cut by July will likely not happen.

 Stock Talk

 

We've enjoyed a fairly nice run on some American oil and defense and gold. Today, it seems that the prospects of prolonged higher interest without a rate cut are dominating the market.

Today, the overall market has a bearish feel to it.  This may continue awhile.  Indeed, the Fed Chairman just confirmed interest rates may not come down as previously anticipated. 

Still, some stocks or etf's to watch that have enjoyed recent gains are American oil related, defense and Gold.  DVN, RTX, GLD and GLDM . There are reasons to say that these areas may continue a run.  However, things don't always go straight up. They often zig zag and meander. Traders will take some gains and cut some losses in a no man's land market.  Nothing wrong with managing into some dry powder.

Bitcoin is trading into scary dips leaving the question of why.  One report is that the miners are selling some reserves before the halving event. Many pundits see higher bitcoin after the halving but reality and notions can subject to divergence in the future.  History of bitcoin halving events point to higher bitcoin coming long term.  BUT many pundits will not even venture a guess on bitcoin value.  Ethereum is catching interest with future etf's in the making. This is not an all in kind of approach but maybe some here some there in small doses.

If interested, scroll back a few posts for more coverage on any of the above topics.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember  never get arrogant in our various  notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

They " Did " -so what's next.

 Straight Talk                                

Well, Iran mullahs finally "did" --  after being told "don't" over and over.  This is the first time Iran directly attacked our ally, Israel, with multitudes of drones and missiles.  The attack was telegraphed but still  the hundreds of missiles launched that were deterred by the iron dome and our American fighters and ships definitely signaled ill intent to kill Israelis out of revenge for alleged Israel defense in a strategic attack on Iran's top military leaders in Syria.

Now, administration here in the US are urging Israel to just consider the successful defense as "a win" and call it a day.  Yea sure, ok.

Meanwhile, we have anti - Israel activists  in Chicago yelling - death to America.  They are right here in the country taking advantage of our freedoms and stabbing America in the back.

The brotherhood of their radical Islamic tenants foster three ways to dominate not just the Jewish, but ALL people, who do not believe in the radical sect of the jihadist faith.   This is where the atrocity of 911 came from.  The three tenants of the Muslim brotherhood:

 Take over -  by the wombs of our women, Immigration and use your own freedoms against you.

Wake up America.  Some of our current leaders didn't get that memo.

 Stock Talk

 

The market wants to go back to normal thinking "it's over".  The response may take awhile to materialize, but it's not over.  In stocks , some areas to watch:

American Oil,  Defense, Gold and silver and possibly some bitcoin, on dips.

If interested, scroll back a few posts for more coverage on any of the above topics.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember  never get arrogant in our various  notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

Twilight zone market: Oil, Gold and Silver and just one bio- spec (some , not too much stock)

 Market Talk                                

The Fed 2% target rate of inflation to determine interest rates may be a thing of the past, a figment of the imagination as Rod Sterling would say. Yes, the market may feel like the twilight zone to us retail little people that try to follow the twists and turns of market sentiments that can move stocks either way .  Bulls and bears debate the coming Fed interest rate moves and the effects on the economy.

Alas, what is real and what is not real to you may depend on your world view as you try to trade or invest in stocks and project performance into the future.

What is working and not working?

 Stock Talk

As the market sells off on a Friday close,  we note that many stocks are trading off.  It's near jerk Friday. World tensions are heating up.

For now, we stay the course on some that are working and see how things play out. Of course, these are not buy/sell recommendations. But, they've been working and have potential to keep on working in time to come. --  dips may be opportunity.

Energy, OIL - Devon Energy (DVN) is one pick to watch.

GOLD is running warm and then hot since listed here on the Jones report.

  -- some Gold etf's : GLD,  GLDM , SLV,  ULG,

SILVER 

  -- some Silver etf's:  SLV, AGC

 and Gold miners: GOLD,  KGC

   maybe some Crypto etf's:   IBIT, EZBC  (on dips)

and a spec biotech near a buck a share?  ONCY

  - maybe just a 100 or 200 shares of ONCY at just over a buck? 

ONCY is a spec stock near a buck and a "not too much" stock here.  ONCY may be positioning itself for a Big Pharma partner or takeover on their lead drug, Pelareorep.  The aim of "Pela" is to fight and kill cancer cells by boosting T fighter cells of patient's own immune system to target dangerous cancers . There is scan evidence that it works to duplicate T fight cells to target cancers. Oncy is planning confirmation trials that could impress big Pharma to make a move on ONCY and Pelareorep in a partnership or buyout.  Some point to possible interest by Merck KG in Germany because of their past involvement is T fight cell activation to target and kill cancer cells.

If interested, scroll back a few posts for more coverage on any of the above topics.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember  never get arrogant in our various  notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

WE try to - Stay Aware America

 

Straight Talk

 

Let's put some things on the table and kick em' around here.

First off, hey Democrats- People don't want EV's rammed down our throats with mandates.  Why? - they are UNRELIABLE transportation!  In cold weather the range is reduced significantly, and Oh - by the way - you want to run the heater??  Forget it if on a trip!  You can lose range by 40% and get stuck on the side of the road in freezing cold weather!   Secondly, it's a drain on the electrical grid and then let's not even go into the earth raking required to get the metals out of the ground.

Second - hey "Progressives" - People don't want giant wind mills out off our sea coasts causing the dredging up our beaches and killing whales and dolphins washing up on our shores.  We don't want these monstrosities with blades as wide as football field that require constant sea faring maintenance trips costing every home an increased $1,000 extra electric bill per year, just for starters. 

Why??  Let's face it America has enemies.  Those electric cables out in the ocean are vulnerable to attack.   There is a better solution. America is rich in natural gas.  The older coal fired electric plants could be more easily converted to natural gas sourced generation. It's a much more reliable and cleaner way and more cost effective in the long run. It's a better way,  all around,  for America to use our own resources. . 

And this is not to say that wind and solar are bad.  BUT it takes a comprehensive approach to succeed in supplying a reliable energy grid in America. Just be smarter on where to apply technology.

Thirdly: America is under attack by adversaries and enemies of both our republic and democracy.  The transport of chemicals to produce Fentanyl a highly addictive drug comes from China with a coordinated plan by the China mafia and  Chinese Communist Party (CCP)  to get our people addicted to meet their nefarious objectives to bring down America. Get the book , "Blood money" and read just the sample on a Kindle to get the flick.  Or just drive through a city and look at all the poor souls laying around looking like zombies. Yikes! It comes trough Mexico where the cartels use the China chemicals to produce it and transport it to our country.  China even provides the machines to form into pills to the cartels. And the politicians look the other way. read the book - Blood money.

And, hey America - wake up!

Our adversaries are advancing faster than us in hypersonic missile technology.  This disturbs the balance of power in the game of mutually assured destruction.  When one or more adversaries get too far ahead, the dangerous notions of first strike surprise attack come into play.  Now America has tools to keep up and we are also advancing, but it's a race that we can't afford to lose.  And this is all  just to maintain the balance of power and to keep safer the free world as we know it.

 Stock Talk

There are a few stocks and etf's that may be worth watching and even investing and/or trading.  If interested - scroll back to see some views and notions on some stocks to watch.  Below are a few stocks and areas of that are capturing interest here. 

Devon (DVN)

Raytheon (RTX)

LMT as well , but it's out of range in share price for us.

Intel (INTC)

Gold and silver etf's   GLD,  GLDM , SLV

and miners: GOLD,  KGC

maybe some Crypto etf's, IBIT, EZBC

and a spec biotech near a buck a share? 

  - maybe just a 100 or 200 shares of ONCY ( only if you  can afford to lose it for a " gamble" risky shot at something significant - a treatment called "Pela" that may boost  a person's own immunity (T Fighter cells)  to fight dangerous cancers in very ill people and give them a new shot (IV) of hope.

If interested, scroll back a few posts for more coverage on any of the above topics.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember  - we never get arrogant in our various  notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

Positions starting to "Pop" with "Momo" - Gold , Silver, Uranium, American Oil, Bitcoin and more ...

 

Stock Talk

Are investors protecting themselves from an uncertain future that is being unleashed by strange government policy?

Recent areas heating up :   Gold, Silver, Uranium and good American energy companies. The following are a few issues that seem to be starting to "pop".

 

Hot areas that are trending, seeming to defy a down market:

Gold is starting to surge after a period of doing not much. Is $3000 Gold finally starting to happen?

some etf's to watch: GLD, GLDM

Only if the Gold "pop" continues a small "bet" on the gold Pop with an ultra gold etf:  UGL

Silver etf :  SLV ,    AGQ  is an ultra etf version, a small "pop bet".

Global X Uranium etf:  URA  

Oil and Nat gas:  Devon Energy (DVN) with profitable oil and nat gas resources in America's basins.   DVN management seems honest with share buybacks and variable dividend sharing. Oil is pushing over $85 a brl.

Crypto : Bitcoin (BTC) and Ethereum (ETH), kind of volatile going into the bitcoin "halving".  But a small some here , some there approach may pay off or be protection against possible devaluation and/ or calamity of world fiat currencies.

Bitcoin Etf's  : IBIT ,  EZBC

Gold miners :   Miners like Barrick Gold (GOLD) and Kinross Gold (KGC)  could pop with a higher gold.

and Dry Powder:  let's also respect God and America, the greatest free country in the world .  We always maintain "dry powder", that's some cash in the US dollar, we want to stay strong. 

The above are not recommendations because this site does not make buy/ sell recommendations.  But, the above are enjoying some positive buy side momentum and yet are sometimes peppered with volatility as well.  On the sudden upside - let's call it "momo".   Will it last? only the future will say.  It makes one wonder if for example Gold and silver are  surging is an indicator of some kind of bad "juju" in the future with fiat currency or unforeseen troubling events or just overflowing monetary policy causing high inflation.  These are questions with a side note about a canary in a coal mine.  In the meantime, if in any of these surging issues - hope the ride stays favorable.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

Areas heatiing UP: Defense (RTX), GOLD and Oil (DVN)

 

Stock Talk

 Hot areas that are trending, seeming to defy a down market:

Defense : Raytheon (RTX)

some Gold , possible etf's to watch: GLD, GLDM 

Oil and Nat gas:  Devon (DVN)

See past posts if you dare.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

Updates on : "Give them the Damn Patriots! " (by Raytheon, RTX) and other stock talk - Gold, Energy (DVN) , Intel and Bitcoin (IBIT)

 

 

Straight Talk

UKRAINE:  Kuleba to partners after Russia's missile strikes: 'Give us the damn Patriots'. 

https://www.ukrinform.net/amp/rubric-ato/3844787-kuleba-to-partners-after-russias-missile-strikes-give-us-the-damn-patriots.html

That's a cry to the talking heads here to call up Raytheon (RTX) and say hey ! load the trucks! 

LIVES and FREEDOM are on the line.

Let's Proceed to Stock Talk...

 

Stock Talk

 

Moving back to stock talk on one issue we watch as a "some stock" . looking for it to surge past "par" over the course.

Raytheon (RTX):  RTX is gaining traction in stock price with more analysts raising predictions of over  $100 share price to $130 range.  see past posts on RTX.   The present threat from a sneak attack on America by advanced hypersonic missiles is growing .  We need more defenses. Raytheon with anti-missile technology is a national treasure, along with some other companies, to counter the ever growing threat.  We can only hope that advances are made fast enough to stem off those who may get ideas to sneak attack us with advanced missiles. All is NOT lost because we are working on advanced detection capabilities that can then be used to take out threats and respond with appropriate force. However, questions remain if the developments are coming fast enough. Here is some news on RTX.  More orders from the free world are likely coming to Raytheon.

RTX Clinches a $1.2 B contract for Patriot missile defense system

https://finance.yahoo.com/news/rtx-clinches-1-2b-contract-142700508.html

Raytheon reports yet another system developed in test and demo status.

https://finance.yahoo.com/news/rtxs-raytheon-lower-tier-air-150000820.html

Gold:  Yes, Gold is near an all time high so not too much, but a just a few shares of an etf such as GLD or a (lower cost GLDM)  may be a way to hedge the new world we are being handed.  After taking a "some position", maybe  add one or two more shares of GLD or GLDM here and there in the portfolio. Why?  With our government  unleashing over 12 Million "newcomers" (and adding everyday) not fully vetted on America - who knows WHAT some may be up to?  ISIS and Hamas is on a Jihad, and the communists are no friends of America.  Having some Gold and/or  a gold related etf like GLD may help offset the pain.  Not to mention a $7 Trillion budget is in the hopper.  Gold is starting to move higher.  If the trend holds, an historical breakout may be in the making.  For now, let's not dwell on the why? of the matter because it could be pointing to more troubled times coming our way. 

 

 Defi stocks:

some Bitcoin etf's : IBIT, EZBC ? 

After a correction phase Bitcoin, while volatile, is seeing a rebound into "the halving".  As a rough estimate of IBIT price , take the current spot bitcoin price and divide by 1750.  The spot bitcoins etf's are directly tracked to bitcoin prices.  The pundits are predicting bitcoin to climb to as high as $90 K or more after the halving,

As a side thing -maybe some Bitcoin (BTC) and Ethereum (ETH) "here n' there" on dips to try to hedge inflation and poor fiscal management of fiat currencies. ETH could see new etf's coming.

Intel (INTC):   The CCP in China is saying un-use Intel and AMD in their govt 'puters.  May be easy to say and harder to do. However, Intel gets about 27% of sales from China.  The effect may be offset by government grants to Intel to build a chip foundry in Ohio as a major undertaking. Still, Intel has to make  a huge investment to make it happen. INTC has challenges but with grants for chips made in America the stock itself seems to be  gaining support.  One major reason is the new 3-D chips planned by Intel are being targeted to outperform existing AI processors.  

https://finance.yahoo.com/news/intel-center-industrywide-push-end-100000877.html

Devon Energy (DVN):   Oil and nat gas producer here in America, history of stock buybacks, variable dividends on profits, whales are buying DVN. It seems to be coming off a bottom headed higher. Natural gas is a more efficient and clean source for power plants than other alternatives the green leftists are pushing on us.  This could change with smarter people coming in the 2024 election. 

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

China's CCP is an adversary and no friend to America.

 

Maket Talk

The tension between Communist China and the US is ramping up in terms of trading policy.  The made in China Vs made in America balance is driving decisions that can affect specific companies stock values.   Apple and Tesla are two big companies that are being affected negatively in recent share value. Here at the Jones report, we generally avoid issues that are over dependent on China due to the CCP's  nefarious ways against America.  Some say they have internally declared war on us and practice policies that help America defeat itself from within.  The recent book "Blood Money" tells a story to consider. The shipping of chemicals and pill processors to Mexican cartels for fentanyl production and shipping directly into our cities and towns is the tip of the iceberg.  We avoid China stocks as they are all CCP controlled and the CCP is NO friend to America.  Looking into their practices make such a statement self evident.

Let's Proceed to Stock Talk...

 

Stock Talk

 

Intel (INTC) : Adding to the increasing trade wars and tension all over the world, we see that China is newly introducing a policy to "unuse" Intel and AMD processors, as well as Microsoft  in their government computers.  This move could have a negative near term affect on a watch stock, INTC.  While Intel is branching out building a new chip manufacturing foundry in Ohio and other US locales, the effort is a long term process.  There could be near term head winds that may fade INTC share price down into the 30's.  The longer term advantage of having a US based company making chips has costs as well and risks.  The market may take it's time to watch Intel.  With the China news,  moving INTC to a "back burner" stock to watch and not necessarily an over-weighted stock for now.  On  the bullish long side -  Intel is positioning on introducing more power efficient 3-D chips than competitors for AI processors.  Alas, it's going to be awhile.  How forward looking will this market be to overcome head wins and challenges in the mean? Time will give us the answer.  BUT in the meantime?  It seems something to watch, maybe from the sidelines?  Time will only say.

Raytheon (RTX):  With tensions rising everyday on the world front, it seems apparent that America needs to step up our defense capabilities.  RTX is gaining traction in stock price with more analysts raising predictions of over  $100 share price to $130 range.  see past posts on RTX.   The present threat to America by advanced hypersonic missiles is growing .  We need more defenses. Raytheon with anti-missile technology is a national treasure, along with some other companies, to counter the ever growing threat.  We can only hope that advances are made fast enough to stem off those who may get ideas to sneak attack us with advanced missiles. All is NOT lost because we are working on advanced detection capabilities that can then be used to take out threats and respond with appropriate force. However, questions remain if the developments are coming fast enough.

Raytheon reports one such system developed in test and demo status.

https://finance.yahoo.com/news/rtxs-raytheon-lower-tier-air-150000820.html

Gold:  Yes, Gold is near an all time high so not too much, but a just a few shares of an etf such as GLD may be a way to hedge the new world we are being handed.  Maybe about 5 shares of GLD may be right to start a position in gold.  Why 5 shares?  It's just an example to say a portion.  Like say, for example, you are feeling bullish on Gold and you were thinking of buying 20 shares of GLD.  If that is an initial position, it may be better to hold back and buy 5 shares and wait to see.  How many times do we like a stock and buy, only to watch profit taking?  Still, starting a long term position in some Gold may stem off inflation.  A $7 Trillion budget is in the hopper? 

Defi stocks:

some Bitcoin etf's : IBIT, EZBC ? 

Bitcoin seeing a "correction" after recent highs at $73K,  but there could be a strong bounce higher yet.    support in the BTC level at $62 K is watched.  If BTC breached $62 K, the next support could be $55 K.  If $62 K holds then $90 K is possible on the halving. Some say HODL . near term pain for long term gain?

maybe some Bitcoin (BTC) and Ethereum (ETH) "here n' there" on dips on the side to hedge inflation and fiscal management of fiat currencies?

ETH could see new etf's coming but some Crypto pundits are thinking perhaps not yet like in May.

Devon Energy (DVN):   Oil and nat gas producer here in America, history of stock buybacks, variable dividends on profits, whales are buying DVN. It seems to be coming off a bottom - headed higher.

 

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

Straight Talk: We are being handed a different America - and Stock Talk on Raytheon (RTX), Gold, Crypto, INTC and more

 

Straight Talk

This post comes from an "independent" observer and American. The way in America to try to make change is to VOTE.  It almost seems too late already by some.  Are there enough thinking Americans that will vote in November to make a change?  Either way, it will not be an easy future coming our way. 

Let's Proceed to Stock Talk...

 

Stock Talk

 

Moving back to stock talk on one issue we watch as a "some stock" . looking for it to surge past "par" over the course.

Raytheon (RTX):  RTX is gaining traction in stock price with more analysts raising predictions of over  $100 share price to $130 range.  see past posts on RTX.   The present threat from a sneak attack on America by advanced hypersonic missiles is growing .  We need more defenses. Raytheon with anti-missile technology is a national treasure, along with some other companies, to counter the ever growing threat.  We can only hope that advances are made fast enough to stem off those who may get ideas to sneak attack us with advanced missiles. All is NOT lost because we are working on advanced detection capabilities that can then be used to take out threats and respond with appropriate force. However, questions remain if the developments are coming fast enough.

Raytheon reports one such system developed in test and demo status.

https://finance.yahoo.com/news/rtxs-raytheon-lower-tier-air-150000820.html

Gold:  Yes, Gold is near an all time high so not too much, but a just a few shares of an etf such as GLD may be a way to hedge the new world we are being handed.  Maybe about 5 shares of GLD may be right to start a position in gold.  Why $ 5 shares?  It's just an example to say a portion.  Like say, for example, you are feeling bullish on Gold and you were thinking of buying 20 shares of GLD.  If that is an initial position, it may be better to hold back and buy 5 shares and wait to see.  How many times do we like a stock and buy, only to watch profit taking?  Still, starting a long term position in some Gold may stem off inflation.  A $7 Trillion budget is in the hopper? 

Defi stocks:

some Bitcoin etf's : IBIT, EZBC ? 

Bitcoin seeing a "correction" after recent highs at $73K,  but there could be a strong bounce higher yet.    support in the BTC level at $62 K is watched.  If BTC breached $62 K, the next support could be $55 K.  If $62 K holds then $90 K is possible on the halving. Some say HODL . near term pain for long term gain?

maybe some Bitcoin (BTC) and Ethereum (ETH) "here n' there" on dips on the side to hedge inflation and fiscal management of fiat currencies.

 ETH could see new etf's coming.

Intel (INTC):  positioning on introducing more power efficient 3-D chips than competitors for AI processors. 

Devon Energy (DVN):   Oil and nat gas producer here in America, history of stock buybacks, variable dividends on profits, whales are buying DVN. It seems to be coming off a bottom headed higher.

 

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

Intel (INTC) set up to be the LEADER - in 3 D chip architecture for the most Power Efficient AI semiconductors

 

Stock Talk

Here is a good Motley Fool article by Rich Smith to explain Intel's (INTC) positioning on introducing more power efficient chips than competitors for AI processors.

https://finance.yahoo.com/news/intel-stock-going-100-1-201949362.html

Now at $42, the article ponders a $100 share price for Intel as the year plays out.   Developments like this are why INTC has been listed as a "some stock" here.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

Stock Talk on: Raytheon (RTX), Intel (INTC) and Gold (GLD), along with IBIT , Devon (DVN) and Crypto: BTC and ETH and a spec stock: MARA

 

Stock Talk

 

Moving back to stock talk. 

IBIT and Crypto :  We've seen a correction in Crypto, watching to see if the leg down was a temporary blip on profit taking.  The main two crypto's we watch are bitcoin (BTC) and Ethereum (ETH).  The recent new ETF's that are based on spot etf  are also seeing a quick correction today.  

Before proceeding to some predictions seen on the net.  The upper limit pundits projected for the BTC correction was in the $62 K range with the lower limit possibly to $55K.  With a challenge being met at $62 range , makes one ponder if the selling by the whales is overdone before more powerful buy side influences take hold.  If. the correction continued the bottom predicted was the $55 K level.  As example , that would correspond to about an IBIT at the  $31 range. It is hard to say, but it seems like BTC could be headed higher and the correction may be played out

On a final note about BTC and ETH, these can be volatile.  There is a strong segment of believers in "DeFi" that practice "HODL"  meaning  "hold on for dear life."  This is because they believe that ultimately both BTC and ETH could be headed much higher.  Looking at the way the world is headed, it seems possible.   We use the words "just some" on any particular notion in the markets. That same strategy applies to "some" BTC and ETH from an exchange such as on Coinbase or Paypal.

Gold:  Yes, Gold is near an all time high so maybe not too much, but a just a few shares of an etf such as GLD may be a way to hedge the new world we are being handed.  Maybe about 5 shares of GLD may be right to start a position in gold.  Why just 5 shares?  It's just an example to say a portion.  Like say, for example, you are feeling bullish on Gold and you were thinking of buying 20 shares of GLD.  If that is an initial position, it may be better to hold back and buy 5 shares and wait to see.  How many times do we like a stock and buy, only to watch profit taking?  Still, starting a long term position in some Gold may stem off inflation.  A $7 Trillion budget is in the hopper?

Raytheon (RTX):  RTX is gaining traction in stock price with more analysts raising predictions of over  $100 share price to $130 range.  see past posts on RTX.  There are many divisions of Raytheon and it is recognized no one "notion" tells the whole story.  BUT, the overall picture of RTX being a key component of American strength makes it attractive as a "some stock".  RTX is now in the 90's suggested here in the 80's makes it just a some stock because to buy just ten shares will now cost $942 as of this post.  Once  a stock gets over "par", the $100 mark, it sometimes has a way of gaining momentum.  We call that "momo" on good "juju".  Time will say if Raytheon hits and passes "par". The trajectory is looking strong.

Intel (INTC):  Nvidia takes the air out of the room with AI chips. BUT overlooked Intel is quietly building a foundry to advance the semiconductors needed in the future here in America.  Are you reading this post on a PC?  PCs and CPU's that Intel powers are not going away especially as more people work remotely.

https://finance.yahoo.com/news/intel-chip-foundry-ai-age-052452646.html

Today, we see reports of Intel receiving an $8.5 Billion!! grant from the Chips Act.

 https://finance.yahoo.com/news/white-house-awards-intel-85-billion-in-chips-act-funding-090016682.html

 

Devon Energy (DVN)  on the move higher.  big $ is reported to be buying.

 

Spec stock :  MARA .  Most prominent Bitcoin miner embedded into the crypto infrastructure. MARA sank to the $19 range and could gain upward momo but its so volatile and dangerous to hold too much.  maybe a small  "some" with "pin money" but note it has been a hurtful stock to many on the downswings. MARA is more of a gamble stock with heavy traders playing jokes. That said, it may be near bottom?  That's a question, not an answer. Only the future will answer.

Dry Powder:  The new world we are moving into means that volatility will likely remain.  Keep some powder dry. Nobody rings a bell and this site does not make buy or sell recommendations 

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________

Your VOTE matters and More Stock Talk: RTX has "Momo" and other such notions such as "some" and "HODL" ?

 

Straight Talk

 

This post comes from an "independent".  The way to peacefully demonstrate in America is to VOTE for candidates that support the policy you believe in.  The country seems to be spiraling into a "progressive" new America-  being fostered by so called "democrats" with hidden socialist manifestos. The news reports that now America is seeing  rise in Chilean "visitors" coming into affluent neighborhoods and raiding homes.

Yes, America is changing and is it for the better?  And do we remember who set the "tone" for such lawlessness.  Back in the summer of 2020 when the police stations were being fire bombed, who pursued defunding the police and placed bail for the very perpetrators the democrats called "peaceful demonstrators".  Many thinking Americans  may look at what we have now with "progressive" actually regressive open border policies. and why??  Is it all to change America into a one party socialist country with paid off votes?  yikes! 

Are there enough thinking Americans that will vote in November to make a change?  Either way, it may not be an easy future coming our way. 

Let's Proceed to Stock Talk...

 

Stock Talk

 

Moving back to stock talk. 

IBIT and Crypto : Today we see a correction happening in Crypto.  The main two crypto's we watch are bitcoin (BTC) and Ethereum (ETH).  The recent new ETF's that are based on spot etf  are also seeing a quick correction today.  

Here are some predictions seen on the net.  Some Crypo pundits are saying that the correction range of BTC may be $62K to possibly $55K.  take for example IBIT.   That would put IBIT correcting to about  $35 to $31 ranges. How the future plays out is anybody's guess but that's an equivalent range based on some current thinking.  It is thought the Bitcoin halving event in April may limit deeper corrections than $55K ish range.  And some say when Bitcoin bounces it could pass the high of $73K  easily.  Well, what some "say" and what happens is yet to play out.  The above is just a stab at making some sense about the current swings. On a final note about BTC and ETH, these can be volatile.  There is a strong segment of believers in "DeFi" that practice "HODL"  meaning  "hold on for dear life."  This is because they believe that ultimately both BTC and ETH could be headed much higher.  Looking at the way the world is headed, it seems possible.   We use the words "just some" on any particular notion in the markets.

Gold:  Yes, Gold is near an all time high so maybe not too much, but a just a few shares of an etf such as GLD may be a way to hedge the new world we are being handed.  Maybe about 5 shares of GLD may be right to start a position in gold.  Why $ 5 shares?  It's just an example to say a portion.  Like say, for example, you are feeling bullish on Gold and you were thinking of buying 20 shares of GLD.  If that is an initial position, it may be better to hold back and buy 5 shares and wait to see.  How many times do we like a stock and buy, only to watch profit taking?  Still, starting a long term position in some Gold may stem off inflation.  A $7 Trillion budget is in the hopper?

Raytheon (RTX):  RTX is gaining traction in stock price with more analysts raising predictions of over  $100 share price to $130 range.  see past posts on RTX.  There are many divisions of Raytheon and it is recognized no one "notion" tells the whole story.  BUT, the overall picture of RTX being a key component of American strength makes it attractive as a "some stock".  RTX is now in the 90's suggested here in the 80's makes it just a some stock because to buy just ten shares will now cost $942 as of this post.  Once  a stock gets over "par", the $100 mark, it sometimes has a way of gaining momentum.  We call that "momo" on good "juju".  Time will say if Raytheon hits and passes "par". The trajectory is looking strong.

Intel (INTC):  Nividia takes the air out of the room with AI chips. BUT oberlooked Intel is quietly building a foundry to advance the semiconductors needed in the future here in America.  Are you reading this post on a PC?  PCs and CPU's that Intel powers are not going away especially as more people work remotely.  INTC is a back burner stock to watch, maybe buy some dips here n there.

https://finance.yahoo.com/news/intel-chip-foundry-ai-age-052452646.html

 

Devon Energy (DVN)  on the move higher.  big $ is reported to be buying.

 

Dry Powder:  The new world we are moving into means that volatility will likely remain.  Keep some powder dry. Nobody rings a bell and this site does not make buy or sell recommendations 

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

___________

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

This site does NOT make Buy / Sell recommendations.
_____________