Will Stagflation stall a "soft landing" ?

 

 

Market Talk

 

The market indicators teeter between a coming stagflation to a soft landing or a land of sticky inflation and perhaps even the Fed raising interest rates.  Where it lands, the future will say, perhaps in never -never land. nobody knows but there sure are a lot of pundits all over the place.

Stagflation is defined as slowing economic growth at same time as high or increasing inflation.  In slow growth, jobs get lost and people rein in spending or resort to higher credit card usage.  When indicators come out that point to slow growth and "sticky" inflation, it tends to cause higher market volatility as traders and investors and institutions shift their portfolio around to try to predict the future economic landscape.

Stay tuned for more on Stocks to Watch.

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.  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.

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.
_____________

More on Kinross Gold (KGR) and Oncolytics Biotech (ONCY) - coming "Cinderella man stock" of the decade?

 

Market Talk

 

The market indicators teeter between a coming stagflation to a soft landing or a land of sticky inflation and perhaps even the Fed raising interest rates.  Where it lands, the future will say, perhaps in never -never land. nobody knows but there sure are a lot of pundits all over the place.

Stock Talk 

Kinross Gold (KGC)

"Over the last four quarters, the company has surpassed consensus EPS estimates four times."

Previous note and trend points to stay with Kinross Gold miner.

"Jones Note:  With Gold trending higher, now over $2300 the trend is pointing to higher gold, possibly towards $2500 in the near.  KGC seems on path for higher share levels and it pays a divy while we wait."

Another miner to watch is TGB in copper.

__________

Next up for Stock talk ...

Oncolytics Biotech, Inc. (ONCY)

Update:  To better understand why some follow ONCY stock, plug in - "What is Pelareorep" into AI- Chat GPT.  It's all about delivering the mechanism of action (MoA) of "Pela" to help cancer patients to activate and enhance their very own immune system to fight cancer.  Complete Responses (CR) have been reported in two cases, one being serious Pancreatic cancer.

_______

"Pelareorep, also known as Reolysin, is a propietary  formulation of the reovirus which is a naturally occurring virus that can infect and kill cancer cells. It is being developed by Oncolytics Biotech Inc, for the treatment of various types of cancer.  The therapy works by selectively targeting and replicating within cancer cells, therby enhancing the anti-tumor immune response. This dual mechanism of action has shown promise in preclinical and clinical studies,  particularly when combined with other cancer therapies such as checkpoint inhibitors and chemotherapy." - AI- Chat GPT. 

_______

Jones report view: ONCY holds all the patents on Pelareorep.  For risk aware investors holding a few shares of ONCY, at just over a buck a share may pay off in a big way as Pelareorep advances further.  Several upcoming studies are in planning to further confirm the Mechanism of Action (MoA).  Yes, it's all about confirming the MoA in several cancer indications. Pancreatic cancer is the ultimate test and if the planned study with Pela and the checkpoint inhibitor shows similar or better results than past studies, where a Complete Response (CR) was reported, watch ONCY stock.

ONCY has been around a long time with checkered results...  BUT the addition of a checkpoint inhibitor that suppresses the protein side of the immune system to slow Pelareorep from targeting and lysing cancer cells has new potential to be a fast-acting response treatment.  Some data on the ONCY website points to weeks, not years, for the MoA to show positive results in seriously ill patients. Pela may indeed improve lives to live longer and stronger employing their very own immune system by activating their T Fighter cells to replicate and actually KILL Cancer cells.

 Possible ONCY game changers in process:

• CCAR collaboration, the adaptive Pancreatic Cancer trial and interactions with the FDA on the breast cancer plans

• scans showing t fight cells duplicating within WEEKS of Pela with tumor reductions, survivors, CRs , checkpoint inhibitors and modified chemo.

• Goblet study trials in three cancer indications to confirm the MOA.

• PanCan won't let positive results be unheard in the FDA.

The adaptive Pancreatic Cancer trial has the potential to move the needle and be a game changer if the Pela treatment with a checkpoint inhibitor and modified Chemo results in more positive results for pancreatic cancer fighters.  Such results could turn ONCY into the Cinderella man stock of the decade.  BUT, see the note below.

https://stockstowatch.blogspot.com/2023/11/the-buck-fifty-cinderella-man-stock.html

Note: The small biotech space is risky business. For this reason, no more than a small retail investor can afford to lose is the prudent approach.  There are realities of the market and space to deal with as ONCY pursues the path to success. 

Stay tuned for more on Stocks to Watch.

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.  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.

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.
_____________

Gold and LIFE - WATCH Kinross Gold (KGC) and Oncolytics Biotech (ONCY) where just "some" may apply. - (ask AI- Chat GPT)

 

 Stock Talk

 

Kinross Gold (KGC)

"Over the last four quarters, the company has surpassed consensus EPS estimates four times."

Update " Gold is breaching the $2400 mark this morning.

Previous note and trend points to stay with Kinross Gold miner.

"Jones Note:  With Gold trending higher, now over $2300 the trend is pointing to higher gold, possibly towards $2500 in the near.  KGC seems on path for higher share levels and it pays a divy while we wait."

__________

Next up for Stock talk ...

Oncolytics Biotech, Inc. (ONCY)

Update:  To better understand why some follow ONCY stock, plug in - "What is Pelareorep" into AI- Chat GPT.  It's all about delivering the mechanism of action (MoA) of "Pela" to help cancer patients to activate and enhance their very own immune system to fight cancer.  Complete Responses (CR) have been reported in two cases, one being serious Pancreatic cancer.

_______

"Pelareorep, also known as Reolysin, is a propietary  formulation of the reovirus which is a naturally occurring virus that can infect and kill cancer cells. It is being developed by Oncolytics Biotech Inc, for the treatment of various types of cancer.  The therapy works by selectively targeting and replicating within cancer cells, therby enhancing the anti-tumor immune response. This dual mechanism of action has shown promise in preclinical and clinical studies,  particularly when combined with other cancer therapies such as checkpoint inhibitors and chemotherapy." - AI- Chat GPT. 

_______

Jones report view: ONCY holds all the patents on Pelareorep.  For risk aware investors holding a few shares of ONCY, at just over a buck a share may pay off in a big way as Pelareorep advances further.  Several upcoming studies are in planning to further confirm the Mechanism of Action (MoA).  Yes, it's all about confirming the MoA in several cancer indications. Pancreatic cancer is the ultimate test and if the planned study with Pela and the checkpoint inhibitor shows similar or better results than past studies, where a Complete Response (CR) was reported, watch ONCY stock.

ONCY has been around a long time with checkered results...  BUT the addition of a checkpoint inhibitor that suppresses the protein side of the immune system to slow Pelareorep from targeting and lysing cancer cells has new potential to be a fast-acting response treatment.  Some data on the ONCY website points to weeks, not years, for the MoA to show positive results in seriously ill patients. Pela may indeed improve lives to live longer and stronger employing their very own immune system by activating their T Fighter cells to replicate and actually KILL Cancer cells.

Note: The small biotech space is risky business. For this reason, no more than a small retail investor can afford to lose is the prudent approach.  There are realities of the market and space to deal with as ONCY pursues the path to success. 

Stay tuned for more on Stocks to Watch.

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.  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.

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.
_____________

Jones Note on Kinross Gold - KGC results are looking good! -- and another kind of "miner " on deck , reports soon.

 

Market Talk                           

The markets may meander awhile. In the meantime, what is the next "pop" stock?   The commodity of GOLD has been sustaining higher values since the breakout of the $2k battle line. Now over $2300  it looks on way to $2500 as a next rest stop on the way to $3k.  The reasons seem apparent as the BRICS build gold reserves along with central banks to have substance in a world of global fiat currency dilutions.

 

 Stock Talk

 

With the above tone of global inflation affecting future value of people's reserves, a stock has potential to grow value.

Kinross Gold (KGC)

Kinross' (KGC) Earnings and Sales Surpass Estimates in Q1

https://finance.yahoo.com/news/kinross-kgc-earnings-sales-surpass-161100268.html 

"Over the last four quarters, the company has surpassed consensus EPS estimates four times."

Jones Note:  With Gold trending higher, now over $2300 the trend is pointing to higher gold, possibly towards $2500 in the near.  KGC seems on path for higher share levels and it pays a divy while we wait.

 ____

Another " miner" reports earnings tomorrow.  The crypto bitcoin miner, MARA, is on deck for results tomorrow.

Stay tuned for more on Stocks to Watch .

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.  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.

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.
_____________

STAGFLATION coming ? Kinross Gold (KGC) may be a stock to get some in the 6's , and Taseko Mines (TGB) reports positive trends

 

                                                                

Market Talk                           

The recent economic reports show that the US economy had a slower than expected growth GDP rate and  inflation rose more than the Federal reserve is targeting.  This points to a possible economy coming that fits the definition of stagflation.  Typically during stagflation as in the 1970's, jobs suffer and good cost more, investors get squeezed and in general stocks can decline.

There is one area that rose during the 1970's - Gold.  It went from $100 an ounce in 1976 and has risen since to over $2000.  Gold, now trending over $2300 with many pundits pointing at the $3000  mark as countries and central banks are buying and storing GOLD as a hedge against fiat currency inflation.

 

 Stock Talk

 

Perhaps holding a Gold miner like Kinross Gold (KGC) in the 6's is a way to stay long in the gold sector. With rising gold prices , earnings could surprise and surge a stock like KGC  higher from a single digit stock to a double digit stock and it pays a 1.7% dividend as well. 

 Map of Kinross Gold Operations:

 

 https://www.kinross.com/operations/default.aspx

 

UPDATE: Another one to watch is Taseko Mines (TGB) trading in the $2's at the current share price. As a note,  that TGB has both Gold and Copper reserves.  It seems Copper is also in growing demand.

https://finance.yahoo.com/news/taseko-reports-first-quarter-2024-000000340.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.  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.

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.
_____________

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.
_____________