Stock Notions update

 

Market Talk

As traders and investors watch current events in the country and the world, certain macro-economic trends seem to be playing out. It is possible that such trends could cascade into serious repercussions on the future ways of America.

One is the value of the dollar.  More people are becoming aware of having stores of value that may better inflation.  Stores of value such as Gold, silver and another area becoming quite noticeable to both us retail market watchers and big "whales" and institutions alike. This area is "crypto".  The two most prominent crypto's are Bitcoin ($42,500) and Ethereum ($2,200) .  Bitcoin is seen as a store of value by crypto enthusiasts largely because there is finite number of total coins that can be "mined" going forward into the future. The protocol has events called "halving" where it becomes twice as hard for mining computers to solve the crypto puzzles that result in gaining even a fraction of a bitcoin. The more powerful machines the miner has, the bigger the share of bitcoin.

 

Let us proceed to stock talk.

Stock Talk

 

IBIT - new Ishares spot bitcoin etf, recently approved.  After "the halving"  or as it approaches in April, theoretically bitcoin could move higher. It remains to be seen about theory vs reality.

Crypto Itself : Bitcoin (BTC) and Ethereum (ETH).  watch these as April approaches.  some crypto "gurus" are touting ETH as "Crypto 2.0" and "next gen crypto".  Rumors of some big investors accumulating ETH.  These are also volatile and should be treated with risk awareness.  Bitcoin and ETH are not "stocks" but a form of alternative "store of value" as crypto nerds like to say.  But they can be bought and traded like stocks. Just be aware to keep track for tax reporting loss and gains to Uncle Sam. This does not seem to be something to put it all in - but crypto followers dollar cost average here and there in case the fiat suffers too much in true value.  (update: AVAX is another possible up and comer to maybe look into.)

RTX - Raytheon, moving higher since last Jones report. Don't underestimate the huge need for defense in a dangerous world full of threatening adversaries, if not enemies.

INTC - watch Intel chip maker in America.

METC  - Ramaco Resources - on metallurgical coal, essential for the production of high quality steel.

note: Bitcoin miners are presently very volatile and dangerous to try to "trade".  If watching the crypto miners, one area to watch is if bitcoin approaches the $50 K level. Miners need BTC to run higher due the bitcoin halving event it April.  Makes one wonder, why not just buy some BTC and ETH on bitcoin? or maybe some of the new bitcoin ETF, IBIT?  Why or Why not is the actual question. That is not an answer. The word "some" may apply.

Overall , watching events and policy unfolding in America are things growing "unsustainable" ?

I will 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.

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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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