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.
_____________

WE are being handed a different country by " Progressives" that are actually "Regressives" into socialism - and more Stock Talk

 

Straight Talk

This post comes from an "independent".  The country seems to be spiraling into a "progressive" new world. 

But progressive means being against most of the fundamentals of God, family and country that we have known all our lives. It's actually REgressive thinking to the fundamentals of America.

 

Since when has George Washington and Lincoln been a bad thing?

There is a hidden agenda to RUIN America from within.  Even the equality concept that we all agreed with on Liberty and freedom for ALL - preached by Martin Luther King - is being morphed into the words like "equity".  When you hear "equity" it's another word for Marxist socialism that will lead to COMMUNISM. Did you hear Bernie Sanders pumping a mandatory 32 hour work week? mandatory?  Come on man!  has that guy ever worked outside of being a paid government funded politician?  Try working 32 hours with the "democratic inflation" these DEmorons are pumping at us!

 

In short, take a look at our cities and it is spreading outward with more just being flown into quiet airports that are more remote in the middle of the nigh.  The progressives are RUINING this county.  No matter who get's elected in November , a new America will emerge. It may not be pretty.

 

How many illegals are entering for nefarious reasons?  It's already been reported that Hezbollah  members are entering. People, people- its a Jihad doctrine embedded into the minds of brainwashed that grew up in a segment of the Muslim community that believes all that don't believe in Jihad are infidels and worthy of death.  This segment originated from the sect called Wahhabi.  This sect that follows their Jihad doctrine are even against Muslims that believe in peace. This is where 911 was experienced here in America. Hey once again- Wake UP America!

 "Everything that Hamas is doing against Israel, is also being done by other Wahhabi groups in Europe, Africa and America.  Hamas is not fighting a war against Israel. The Wahhabi cult of Islam is fighting a worldwide modern Jihad against the entire civilized world.  They are prepared to win that war “by any means necessary”.  Are we?"

 

 https://libertyandprosperity.com/hamas-war-against-israel-is-part-of-300-year-wahhabi-war-against-civilivization/

 

The media?  It's beyond Liberalism.   watch NBC "meet the press". It's a non stop bash of Trump.  They mislead the context of a speech to give soundbites to those with Trump derangement syndrome.

Where is the balance?  A good source for a straight no spin news of world affairs and people. - Bill O' Rielly.  While he looks at the world from a conservative view,  we get the "no spin" view and does not hesitate to point out inconsistencies and faults of anybody, regardless of party. He's on  the radio, tune in.

Well, the above is a bit of opining about how the democrats are well into the process of turning our country into something else.  DO YOU like it?

https://www.instagram.com/jimfailla/reel/C4QnF1Wgnwy/

Let's Proceed to Stock Talk...

 

Stock Talk

 

For more stock talk,  click back one post.  For brevity today, it seems time to consider an asset in 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. 

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 to America - Wake UP !

 

Straight Talk

The House passed a bill to ban Tik Tok with the Senate path to a ban unclear. Why is Tik Tok so dangerous? TikTok, which has more than 170 million American users, is a wholly-owned subsidiary of Chinese technology firm ByteDance Ltd.  So, is it because the parent company, ByteDance, in Communist China and ALL companies there are beholden to the Chinese Communist Party (CCP)?  Some say TikTok algorithms have advanced to finding young peoples "likes" and takes advantage to market but also has hidden traps to dangerously influence minds as well as collect all kinds of data.  And some say there are Trojan horses to capture personal information and pass on to the CCP.  Some say increased  focused views that are counter to America with bias to favor young views, even on terrorist groups. Does that seem like a coordinated CCP plan to try to control America's youth and possibly DESTROY America from within?  Why doesn't China allow TikTok in CHINA???

If the above question raises your eyebrows, download the sample of  a Kindle book called "Blood Money" .  Read just the first chapter to get the author's flick that the CCP has declared war on us and it started years ago. Nefarious ways such as working to addict America via pathways from Chinese mafia with CCP approval and even help to the cartels in Mexico to shipping from Mexico to Kansas City on trains the CCP controls RIGHT into the heartlands of America.  Right down to paying off our very own government officials and politicians to "look the other way".

Now when any thinking American takes a look into the CCP's advances and deployments in hypersonic missiles that can rain down from space at a swerving Mach 10 - it can seem alarming. AND it should BE!  Mach 10 is TEN times the speed of sound.  That equates to 2 Miles per SECOND. 

For our lifetime after WW2, mutually assured destruction has deterred the scary notion of nuclear war.  However, when one country with crazy leadership and doctrine gets the notion they can nuke us before we can fully retaliate - watch out.

And where is America in keeping up? '

Advances are being made BUT they are coming  TOO SLOW.

An expansion on the above notion will come, but for now a prior post delves into it more- 

 

http://stockstowatch.blogspot.com/2024/01/ 

 

Above is a view of the CCP  "DF's"  rolling on.  - Hey Washington?

Let's Proceed to Stock Talk...

 

Stock Talk

 

Some pundits are saying it's almost too late.  If the US does not step up efforts with real results - and be quick about it  ... yikes.

Watch Raytheon (RTX) - with quite advanced various defense areas deployed  such as the Patriot missile defense system to experimental high power radars and lasers in development. Working on hypersonic missiles (but are progressing too slowly) - Unfortunately, it seems we need to counter balance the threat - and quickly.

 

Watch notes:

IBIT  bitcoin etf

EZBC  bitcoin etf

maybe some Crypto here n' there  - BTC and ETH.

Other notes:

Devon Energy (DVN)  

Intel  (INTC)

Raytheon  (RTX)

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.
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Stock Talk Today : IBIT and Devon (DVN) Energy

 

Market Talk

Keeping in mind yesterday's post that touched on both the opportunity and perils of  "notions", the things we traders and investors do are often based on just that - our notions.

 

 

Stock Talk

 

Stock watchers may have noticed that Bitcoin has fairly well sustained ranges above $60,000 and is now establishing a base in the $70K's.  Some think its headed higher, some say its not.  Some countries have been buying bitcoin as well.  One "notion" here is it "looks like" both bitcoin and Ethereum want to go higher.

Watch notes: 

IBIT  This bitcoin etf has been rising steadily since mentioned here.

some Crypto here n' there BTC and ETH.

Other notes:

Devon Energy (DVN) - some big whales are being reported to be buying the dip in Devon and nat gas prices. It's starting a move up a buck at this note, over $47.  

Watching:

INTC

RTX 

etf -  URA ?  (nah . maybe that notion wasn't so hot)

More stock notions:

Ramaco, METC has had a great run on basis of pretty solid earnings and dividends. It has more than doubled and the spinoff was a bonus since highlighted here. BUT at same time, the harsh drop after METC hitting the 20 mark seems overly sold (or shorted). Some may buy more with dry powder and others may take the gain and watch it later, some will just hold. This is the market - nobody rings a bell when its time to make a trading move.  Sometimes - its better to bail and take a gain when a stock suddenly whipsaws lower.

Bitcoin miners are volatile scary:  As a last notion to mention, the bitcoin miners are way too volatile to try to comment on here.   Dangerously volatile.  If trying to "trade" a bitcoin miner be careful not too much because the downside action could be quite hurtful if too much. The miners are a gamble on bitcoin moving higher. And then there are other factors that can waylay a run.  The key word is gamble.  yikes! 

If one like the potential prospects of bitcoin in a fiat currency world without limits , perhaps an etf like IBIT may be a way to get involved but only in a some here or there mode. It has moved a lot since mentioned here. It depends if bitcoin extends into the 80 and 90 k ranges with some pundits say possible after the halving.  Notice the word "some".

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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.
_____________

Notions about "notions" - and Uranium for micro -reactors ?

 

Market Talk

 

Today's post has a philosophical flavor based on "notions".  More specifically about how our notions can affect us.  When we invest and trade "the markets", a hard lesson can occur when "things happen"  that disrupt our present "notions".

In the market it takes intuition to analyze a particular sector and project into the future. Analysts do this all the time by projecting a stock's performance in terms of demand and prospects for earnings growth.  The market is always "trying" to look ahead to the future and share prices can reflect "notions" about future earnings growth.

 

Often times, our intuition is based on notions that may be correct.  In contrast, sometimes our notions may be correct at the time BUT then "disrupters" can happen before we even know it.

 

On top of it all, the market is full of unseen events such as institutional trading, dilution and insider feather bedding, market maker shenanigans, shorts putting out FUD and many other unseen factors to the small  retail investor. These can and will affect our stock positions and share values. Let's face it - the market is a dicey game.  Awareness is important if we want to see gains instead of losses. Nobody gets it right all the time.  More greens than reds and conserving dry powder is the goal. What is dry powder anyway?  It used to be cash in US dollars.  As of recent, perhaps we can't even be so sure about cash with the morons devaluing our fiat by policies against Americans. Is this a notion that makes Bitcoin more attractive? Gold? how about Uranium?  

 

When we form a notion and then analyze a sector and take a position it is based on a notion of present and future value.

We should also be aware of disrupters to our notions that can waylay perceived value.  One way to acknowledge that projecting "notions" into the future - is to not be too arrogant by investing "too much" in any one notion.  But "some" to test a notion may be a better way.   

Now traders also have to gauge their own mental factor called "conviction".  The bullish sentiment on any position should be tempered in reality.  Chasing a conviction that may not play out can be a dangerous game. When tests of conviction happen, sometimes take a walk and think about things. Be circumspect. The Aussies call such walks - walkabouts.

 

In closing, the retail small investor taking a position in our notions have some advantages in that we can pull the trigger anytime and take a gain or cut a loss.  And disadvantages as well.  We need to try to not be the last to know that a disruptive event has changed the success notion to failure or to a lackluster performance.

As a final note, nobody rings a bell when it's time to take some profit or cut a loss.  ONLY you can judge what is right for you. fear and greed are cousins to be aware of.  But if you find yourself running low on dry powder, your portfolio may indicate a sell of a portion to take a gain here and there.

Is this confusing?  If so, welcome to the market! With the above preamble and cautionary note let's us proceed to a sector on watch, if you dare.

 

Stock Talk

 

Notion:  A micro-reactor is a small "plug and play" nuclear reactor easily transported that can be used with up to 20 Mega-Watts of thermal energy that can be used for heat or electric power.  As example, it can provide power for TEN thousand homes for  TEN years without stopping .

Watch: Watching the Uranium sector.  One ETF that has exposure to the Uranium sector is -  URA.  

Looking at the chart, URA has backed off from the previous high, but is catching recent market buying interest.  This article is three months old but still  seems relevant.

https://finance.yahoo.com/news/uranium-etf-ura-hits-52-120000233.html

 

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 Stocks of America to Watch

 

Market Talk

The day after a selloff, we find that the markets are rebounding.  But not all golden boy stocks are. Apple is lackluster on the notion that China is now making knock-off I phones and issuing bans on Apple phones in government buildings.  Years of manufacturing I phones in China and that's the thanks. Yep.

 

Stock Talk

 

Watch stocks:

IBIT - ETF on spot Bitcoin. It soared since suggesting here.  Still seems good as a some buy and hold ETF. Very dependent on bitcoin prices. pick your poison in an uncertain world .

Devon Energy (DVN) - buying back shares, good oil and natural gas reserves in America. Let go of the previous one and got into some DVN with earnings AND a dividend.

Ramaco Resources (METC) -  a REAL miner with real eps and dividend of Metallurgical coal for high quality steel - and potential rare earth elements in Wyoming. watching METC and METCB to see an update tomorrow.  Suggested Ramaco  here when it was less than half what it is today - and so far -  been performing well.  

Back Burner stocks:

Intel (INTC)

Raytheon (RTX) 

Watching a pure $1 "speculation "some" stock for an update tomorrow.  ONCY is a pure spec stock on some hope and evidence that lead drug Pelareorep activates T fighter cells to target and kill cancer cells. It remains to be seen what's up or down with ONCY. It hasn't been an easy hold and thank goodness our strategy of just some no more than we can afford to lose is in effect here.

maybe some Crypto:  Perhaps these are a store of value in an inflationary world without limits. Some BTC and ETH -  but "here n' there" averaging on dips.

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.
_____________