SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Strategies & Market TrendsQuarter to Quarter Aggressive Growth Stocks


Previous 10 Next 10 
From: Jack Hartmann8/17/2020 3:31:30 PM
   of 6717
 
Added Gold at 29.91. Broke key resistance level. GOLD is the hedge against inflation. Barrick is largest gold producer in the world.

Share RecommendKeepReplyMark as Last Read


From: Jack Hartmann8/21/2020 5:18:39 PM
   of 6717
 
Added UA at 8,83. Long term play. Retail down. Golden State Warrior made 5 years finals and got #2 pick in draft. 2021 playoff should be boost for them,.

Share RecommendKeepReplyMark as Last Read


From: Jack Hartmann8/24/2020 8:57:07 AM
   of 6717
 
MArket valuations are too high. Taking cash out of some positions. TSLA sells at an absurd P/E multiple (65x 2022 EPS) when other megacap growth stocks Amazon.com (53x), Lululemon Athletica (58x), ServiceNow (63x) Salesforce.com (58x) are all at a similar 2022 P/E with far less growth potential.

Share RecommendKeepReplyMark as Last Read


From: Jack Hartmann9/4/2020 1:58:32 PM
   of 6717
 
Record Nasdaq days on the downside
03/16/2020 – 12.3% coronavirus 73 deaths. Fed cut interest rates to zeros. Airlines on verge of bankruptcies. Nasdaq Composite dropped 12.3%
10/19/87 -11.35 %

04/12/00 -9.67
03/12/20 -9.43 Trump bans European travel to USA. NBA cancels season after player has coronavirus. Tom Hanks has the virus.
09/29/08 -9.14 No bailout, WB bought by C. Dow down 7.0%. S&P down 8.74%
10/20/87 -9.00
10/26/87 -9.00
12/01/08 - 8.93 Bernacke speaks gloom, manufacturing is bad, retailers have bad opening.
08/31/98 -8.56 Russian and LTCM crash
10/15/08 -8.47% Retail numbers were bad, beige book bad.
04/03/00 -7.64
03/09/2020 Nasdaq Composite (-7.3%) Coronavirus and the Saudi and Russian dumping oil.
01/02/01 – 7.23% Funds lock in profits, Robbie Stephens downgrades EMC, INKT, NTAP, many others. NAPM Index at 43.7% (consensus was 47.1%), the lowest since April 1991 and indicative of a continued contraction in the mfg. sector
12/20/00 – 7.12% FDRY takes down infrastructures with the warning.
04/13/00 -7.02
10/27/97 -7.02 Asian Financial Crisis
08/08/11 - 6.90% S&P Downgrades US debt first time ever.
09/17/01 - -6.83 Trading resumes after the WTC bombing
11/19/08 -6.53% fed says unemployment could be 7.6%, recession all 2009.
03/12/01 – 6.30% CSCO warns prior period, Barron’s pummeling fiber optics stocks, ERICY warns.
01/05/01 – 6.20% BAC rumors of bad shortfall due to CA utilities and CSCO rumors of missing quarter sent it down.
04/03/01 – 6.17% - ABRA, ITWO, RBAK, AXP, INKT, ENTU, BVSN, warn last night.
03/27/80 -6.15%
03/28/01 – NT and PALM warn the night before sending networkers down double digits.
05/23/00- 5.93%
10/07/08 -5.80% MS fears the Japanese bank will pull financing and BAC has horrid earnings.
11/5/08 -5.53% election results and profit taking after 205 runup.
10/09/08 - 5.49% GM and MS downgrades, shorts allowed back
06/11/2020 5,3% fed chair said long recovery road ahead, covid19 cases increasing in several states, and 1.2 million filed for unemployment.
08/09/11 5.30% Bounce after 9 days of hell.
11/21/08 5.18% Obama names NY Fed as Treasury Secretary candidate
11/12/08 - 5.17% Treasury not buying toxic mortgage assets.
Best Buy earnings warning horror.Intel just cut Q4 guidance.
GOOG below $300.
11/20/08 -5.07% Congress postpones vote on auto bailout.
11/14/08 - 5.00% Worst retail month in Oct ever.
9 3 2020 – 5.0% As US-China relations sour, investors are moving money out of tech, which could get hit the hardest from a potential increase in tariffs

Share RecommendKeepReplyMark as Last Read


From: Jack Hartmann9/8/2020 10:01:29 AM
   of 6717
 
Added subaru fujhf at 21.44

Share RecommendKeepReplyMark as Last Read


From: Jack Hartmann9/30/2020 9:31:09 PM
   of 6717
 
2020 Third Quarter. Tech correction, Positive quarter. How High can NVDA go?
• Nasdaq Composite +24.5% YTD
• S&P 500 +4.1% YTD
• Dow Jones Industrial Average -2.7% YTD
Stocks I own
1- 5/8/08 NEE $57.43 to 54.39. to 51.99 to 55.93 to 57.46 to 52.04 to 60.88 to 61.08 to 68.81 to 70.33 to 69.19 to 77.68 to 81.48 to 80.41 to 85.62 to 98.02 to 98.33 to 106.23 to 98.03 to 97.55 to 103.89 to 118.71 to 122.32 to 119.64 to 128.93 to 140.58 to 146.55 to 151.71 to 162.75 to 168.56 to 167.60 to 173.82 to 192.32 to $204.86 to 242.16 to 240.62 to 246;40 to 277.56
2 -7/7/09 VZ $29.80 to 32.59. to 35.85 to 38.50 to 37.23 to 36.80 to 40.23 to 38.23 to 44.44 to 45.57 to 43.27 to 49.15 to 50.34 to 46.79 to 49.14 to 49.71 to 49.99 to 46.26 to 46.61 to 43.51 to 46.22 to 54.01 to 51.98 to 53.38 to 46.88 to 44.66 to 49.49 to 52.48 to 47.48 to 50.70 to 53.39 to 56.22 to 59.13 to 57.13 to 61.80 to 53.73 to 54.79 to 59.49
3 - 02/23/11 NVDA $22.51 to 18.20 to 15.94 to 12.51 to 13.86 to 15.40 to 13.82 to 13.34 to 12.29 to 12.83 to 14.04 to 15.44 to 16.02 to 18.85 to 18.45 to 20.05 to 20.11 to 24.65 to 32.96 to 36.15 to 68.52 to 106.74 to 100.43 to 144.60 to 178.77 to 215.40 to 214.25 to 236.84 to 281.02 to 133.50 to 179.56 to 164.23 to 235.30 to 263.60 to 384.49 to 541.22
4 - 5/14/2012 JPM $35.92 to 35.73 to 40.48 to 43.97 to 47.63 to 52.79 to 50.79 to 58.48 to 57.04 to 60.24 to 62.48 to 67.32 to 60.97 to 66.93 to 59.87 to 66.59 to 86.29 to 86.18 to 91.40 to 95.41 to 108.34 to 109.09 to 103.61 to 112.84 to 97.62 to 101.23 to 111.80 to 139.40 to 90.03 to 92.66 to 96.27
5 - 6/14/2018 AZN 36.83 to 34.76 to 39.57 to 37.98 to 40.93 to 41.28 to 49.86 to 44.66 to 53.80 to 54.80
6 - 10/2/2018 PEP 110.57 to 110.48 to 122.55 to 131.13 to 136.67 to 120.10 to 138.60
7 - 2/26/2019 MSFT 107.79 to 117.94 to 133.96 to 157.70 to 157.71 to 206.26 to 210.33
8- 3/30/2020 ABT 80.51 to 78.91 to 92.23 to 108.83
9 7/29/2020 KHC 35.44 to 29.95
10 8/17/2020 GOLD 29.91 to 28.11
11 8/21/2020 UA 8.83 to 9.84
12 FUJHF 9/8/2020 21.22 to 19.29

Sold – RTX
Crude 44.60 to 45.93 to 44.76 to 51.46 to 50.88 to 66.02 to 79.36 to 84.56 to 75.26 to 81.25 to 91.38 to 108.31 to 94.93 to 79.20 to 99.20 to 102.90 to 83.86 to 82.19 to 91.68 to 97.13 to 96.49 to 103.72 to 98.70 to 104.06 to 90.02 to 53.88 to 58.49 to 46.10 to 37.07 to 35.98 to 48.63 to 53.87 to 52.29 to 43.26 to 51.64 to 61.59 to 62.16 to 74.14 to 73.56 to 45.81 to 60.81 to 58.20 to 61.21 to 20.10 to 42.20 to 40.05
Nat Gas 5.62 to 4.41 to 4.19 to 3.75 to 3.37 to 3.98 to 5.72 to 3.76 to 4.52 to 3.81 to 4.40 to 4.34 to 4.37 to 3.66 to 2.94 to 2.12 to 2.81 to 3.31 to 3.36 to 4.02 to 3.56 to 3.54 to 4.23 to 4.41 to 4.13 to 2.92 to 2.79 to 2.51 to 2.37 to 1.98 to 3.13 to 3.70 to 3.25 to 3.04 to 3.02 to 2.78 to 2.68 to 2.87 to 3.01 to 2.96 to 2.57 to 2.31 to 2.18 to 1.64 to 1.75 to 2.56
Gasoline 1.70 to 1.93 to 1.95 to 2.09 to 2.09 to 2.48 to 2.78 to 2.83 to 2.85 to 3.24 to 3.78 to 3.79 to 3.56 to 3.43 to 4.03 to 3.46 to 3.99 to 3.36 to 3.76 to 3.78 to 3.55 to 3.55 to 3.86 to 3.59 to 2.19 to 2.89 to 2.39 to 1.89 to 1.99 to 2.13 to 2.49 to 1.99 to 2.54 to 2.39 to 2.69 to 2.11 to 2.08 to 2.31 to 2.79 to 2.54 to 2.64 to 2.19 to 2.39 to 2.19
Gold 883 to 927 to 941 to 927 to 885 to 990 to 1095 to 1115 to 1243 to 1317 to 1421 to 1431 to 1502 to 1620 to 1564 to 1668 to 1592 to 1774 to 1674 to 1596 to 1234 to 1314 to 1198 to 1319 to 1319 to 1183 to 1171 to 1117 to 1079 to 1222 to 1318 to 1183 to 1256 to 1248 to 1282 to 1320 to 1336 to 1253 to 1196 to 1280 to $1298 to 1412 to 1520 to 1591 to 1787 to 1890
Silver 30.20 to 27.78 to 32.20 to 27.28 to 34.55 to 30.34 to 28.30 to 19.73 to 21.69 to 18.13 to 21.00 to 21.00 to 15.70 to 15.54 to 14.49 to 14.02 to 15.44 to 19.14 to 15.99 to 17.99 to 16.57 16.69 to 17.26 to 16.38 to 16.04 to 14.69 to 15.56 to $15.11 to 15.35 to 17.90 to 14.15 to 18.31 to 23.36
Copper 1.39 to 1.46 to 1.52 to 1.80 to 2.04 to 2.73 to 3.32 to 3.58 to 2.96 to 3.70 to 4.43 to 4.41 to 4.25 to 3.14 to 3.42 to 3.82 to 3.46 to 3.74 to 3.64 to 3.39 to 3.04 to 3.30 to 3.37 to 3.07 to 3.04 to 2.84 to 2.62 to 2.35 to 2.13 to 2.17 to 2.21 to 2.51 to 2.64 to 2.71 to 2.95 to 3.23 to 3.04 to 2.91 to 2.80 to 2.64 to 2.93 to 2.71 to 2.79 to 2.21 to 2.72 to 3.02
Scrap steel/ton $250 to $125 to $119 to $150 to $100 to $84
Corn 5.56 to 6.95 to 6.95 to 6.79 to 4.40 to 4.21 to 4.17 to 3.20 to 3.97 to 4.12 to 3.87 to 3.58 to 3.51 to 3.37 to 4.10 to 3.59 to 3.88 to 3.55 to 3.51 to 3.88 to 3.64 to 3.55 to 3.75 to 3..57 to 4.34 to 3.88 to 3.41 to 3.43 to 3.80
Euro/usd 1.05 to 1.05 to 1.14 to 1.18 to 1.20 to 122 to 116 to 116 to 1.14 to 1.12 to 1.13 to 1.12 to 1.10 to 1.12 to 1.17
USD/Yen 116.93 to 111 to 111 to 112 to 113 to 106 to 110 to 113 to 109 to 110 to 107 to 108 to 107 to 107 to 105
GBP/USB 1.22 to 1.23 to 1.30 to 1.33 to 1.36 to 1.40 to 1.323 to 1.30 to 1.27 to 1.30 to 1.27 to 1.32 to 1.24 to 1.24 to 1.29
USD/RUB 55 to 58 to 57 to 56.9 to 58 to 63 to 65 to 69 to 65.66 to 63.25 to 61.76 to 78.25 to 71.36 to 77.6
Bitcoin 4310 to 16,949 to 7042 to 6.666 to 6604 to 3717 to 4100 to 11,225 to 7225 to 6446 to 9080 to 10814
Dow – 11577 to 12376 to 12414 to 10913 to 12217 to 13212 to 12880 to 13437 to 13104 to 14578 to 14909 to 15111 to 15576 to 17068 to 17042 to 17823 to 17663 to 16,238 to 17,425 to 17792 to 18308 to 19862 to 20,656 to 21,349 to 22405 to 25,295 to 23.932 to 24,174 to 24458 to 23,327 to 25,928 to 26,599 to 28,538 to 21,917 to 25,827 to 27749
NASDAQ – 2652 to 2789 to 2773 to 2415 to 2605 to 3091 to 2935 to 3116 to 3019 to 3267 to 3403 to 3815 to 4176 to 4485 to 4493 to 4736 to 4425 to 4620 to 5007 to 4917 to 5312 to 5383 to 5877 to 6140 to 6495 to 7136 to 6915 to 7502 to 8046 to 6,635 to 7729 to 8006 to 8972 to 7700 to 10207 to 11417
S&P500 – 1257 to 1332 to 1320 to 1131 to 1257 to 1408 to 1362 to 1440 to 1426 to 1569 to 1606 to 1693 to 1848 to 1985 to 1972 to 2058 to 2069 to 1920 to 2093 to 2072 to 2168 to 2238 to 2355 to 2427 to 2519 to 2734 to 2604 to 2713 to 2913 to 2508 to 2838 to 2941 to 3230 to 2585 to 3130 to 3357
Unemployment 9.6% to 8.9% to 8.1% to 7.4% to 5.9% to 5.5% to 5.1% to 5.0% to 5.0% to 4.9% to 4.6% to 4.5% to 4.7% to 5.1% to 4.9% to 4.1% to 3.9% to 3.7% to 4.0 to 3.6 to 3.6 to 3.5 to 11.1 to 8.4%
9/30/2020 The large caps are doing well. The S&P 500 is positive but lags the hot Nasdaq. Nasdaq ends 3rd quarter since 2011. This was the worst September since 2011. Contradiction of some over bought market. Covid Deaths 205,000. Much hope for vaccine in December. Who will win the election? The market is backing Biden. Florida is even and may decide the election. I think the $750 taxes paid by Trump will be an Achilles heel and Biden should win. Restaurants, airlines and hotels are in danger of imploding with the ongoing virus. I see the market cycle rotating into the consumer cyclicals and out of tech. Hearsay! Tech is too high. I only have NVDA and MSFT as the tech big caps. I locked in the profits on the rest this summer. Three patterns for success are breakout, continuation uptrend, and oversold. Most have a hard time with a breakout to higher highs. Is it overbought? I like good news with the breakout and earning growth to justify the pattern. Most watch the continual uptrend and 50/200 moving averages.

7/3/2020
Analysts estimate that profits at blue-chip American companies fell 44 percent in the second quarter, per FactSet. And earnings are expected to continue sliding in the second half of the year, ending with a 22 percent drop. Oil rebounded nicely. Nasdaq and S&P 500 set records. Much hope on a PFE vaccine. 120.000 covid-19 deaths. 19 million people are out of work. The Congressional Budget Office on Thursday said the coronavirus pandemic gave such a shock to the labor market that it would not fully recover for more than 10 years. The retailers should see a slow down in spending next quarter. Airlines are going to be ugly if the virus keeps going up. Remdesivir and plasma therapy need hospital beds to treat. Those are coming short in AZ TX and FL.
I am 40% cash. I think we get another 30% dip between now and Dec 31.

3/31/2020
Notably, President Trump said a $2 trillion infrastructure bill should be included in the fourth part of a stimulus bill with U.S. interest rates near zero. Oil was $19 earlier last week. Lowest that I remember. Saudi and Russian feud is draining both treasury.
Cornavirus deaths in us are 3289.
3.2 million lost their jobs last week. The old records 695,000 in the great drepression. We sold half the stock and sit on cash. This virus should slow in the quarter, but 10,000 deaths in April and 50,000 by end of quarter is possible.
1/1/2020 The market started on fire and kept going up. Those that sat on bonds watched the returns pale compare the 24% gain in the indexes. Record sales on the Saturday before Christmas makes sense since record unemployment along with record consumer debt. Auto are laying off. Retail is strong. Tariffs make prices higher but the economy is chugging along. Fleckenstein, black swan and dr. doom will have cost you a fortune with their negative advice. We need to see a sales decline, unemployment rise before we get defensive. The collapse will start from overseas. This period reminds of 1997 when the Thai baht collapsed and 1998 when the Russian Ruble collapsed.
6/30/2019 Politics in full swing. No china deal. Unemployment at 50 year low. Stocks at a record. Those waited In January missed this run. Now it looks like the Fed will rates. Bitcoin exploded higher. Corn is up 30% on the flood. Yet, people are saying jobs are hard to find. I am seeing a slight slowdown, many are not.
• Nasdaq Composite +20.7% YTD
• S&P 500 +17.4% YTD
• Russell 2000 +16.2% YTD
• Dow Jones Industrial Average +14.0% YTD
3/30/2019 The Market roared back keeping those in the side little opportunity to get in. We got gasoline at multiyear highs. No collusion, no China deal either. Europe is slowing. That does not mean America will slow. Unemployment is up. The employers are having time filling jobs. The Fed promised not to raise interest rates. So the brakes are on. 48% of adult have no retirement savings. JPM is talking about their own cryptocurrency. That will be much better than bitcoin.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Jack Hartmann who wrote (6692)10/5/2020 10:00:20 AM
From: Jack Hartmann
   of 6717
 
Added SNOW at 237.15
I think data analysis of the cloud storage is the future. Double revenues and clients in a year.

Share RecommendKeepReplyMark as Last Read


From: Jack Hartmann10/30/2020 12:46:49 PM
   of 6717
 
Added CHWY 62.79 Great growth. Good custemenr service.

Share RecommendKeepReplyMark as Last Read


From: Jack Hartmann12/1/2020 9:33:44 AM
   of 6717
 
Added RIG at 1.98
oil driller increased revs in last nine month. Solid contracts.
Should see increased when planes start flying.

Share RecommendKeepReplyMark as Last Read


From: Jack Hartmann1/1/2021 2:40:55 PM
2 Recommendations   of 6717
 
2020 Fourth Quarter. DOW and S&P set records.

· Nasdaq Composite +43.6% YTD

· Russell 2000 +18.4% YTD

· S&P 500 +16.3% YTD

· Dow Jones Industrial Average +7.3% YTD

Stocks I own

1- 5/8/08 NEE $57.43 to 54.39. to 51.99 to 55.93 to 57.46 to 52.04 to 60.88 to 61.08 to 68.81 to 70.33 to 69.19 to 77.68 to 81.48 to 80.41 to 85.62 to 98.02 to 98.33 to 106.23 to 98.03 to 97.55 to 103.89 to 118.71 to 122.32 to 119.64 to 128.93 to 140.58 to 146.55 to 151.71 to 162.75 to 168.56 to 167.60 to 173.82 to 192.32 to $204.86 to 242.16 to 240.62 to 246;40 to 277.56 SPLIT 4:1 to $77.15

2 -7/7/09 VZ $29.80 to 32.59. to 35.85 to 38.50 to 37.23 to 36.80 to 40.23 to 38.23 to 44.44 to 45.57 to 43.27 to 49.15 to 50.34 to 46.79 to 49.14 to 49.71 to 49.99 to 46.26 to 46.61 to 43.51 to 46.22 to 54.01 to 51.98 to 53.38 to 46.88 to 44.66 to 49.49 to 52.48 to 47.48 to 50.70 to 53.39 to 56.22 to 59.13 to 57.13 to 61.80 to 53.73 to 54.79 to 59.49 to 58.75

3 - 02/23/11 NVDA $22.51 to 18.20 to 15.94 to 12.51 to 13.86 to 15.40 to 13.82 to 13.34 to 12.29 to 12.83 to 14.04 to 15.44 to 16.02 to 18.85 to 18.45 to 20.05 to 20.11 to 24.65 to 32.96 to 36.15 to 68.52 to 106.74 to 100.43 to 144.60 to 178.77 to 215.40 to 214.25 to 236.84 to 281.02 to 133.50 to 179.56 to 164.23 to 235.30 to 263.60 to 384.49 to 541.22 to 522.20

4 - 5/14/2012 JPM $35.92 to 35.73 to 40.48 to 43.97 to 47.63 to 52.79 to 50.79 to 58.48 to 57.04 to 60.24 to 62.48 to 67.32 to 60.97 to 66.93 to 59.87 to 66.59 to 86.29 to 86.18 to 91.40 to 95.41 to 108.34 to 109.09 to 103.61 to 112.84 to 97.62 to 101.23 to 111.80 to 139.40 to 90.03 to 92.66 to 96.27 to 127.07

5 - 6/14/2018 AZN 36.83 to 34.76 to 39.57 to 37.98 to 40.93 to 41.28 to 49.86 to 44.66 to 53.80 to 54.80 to 49.99

6 - 10/2/2018 PEP 110.57 to 110.48 to 122.55 to 131.13 to 136.67 to 120.10 to 138.60 to 148.30

7 - 2/26/2019 MSFT 107.79 to 117.94 to 133.96 to 157.70 to 157.71 to 206.26 to 210.33 to 222.42

8- 3/30/2020 ABT 80.51 to 78.91 to 92.23 to 108.83 to 109.49

9 7/29/2020 KHC 35.44 to 29.95 to 34.66

10 8/17/2020 GOLD 29.91 to 28.11 to 22.81

11 8/21/2020 UA 8.83 to 9.84 to 14.88

12 FUJHF 9/8/2020 21.22 to 19.29 to 20.20

13) SNOW 237.15 to 281.40

14) CHWY 62.79 to 89.89

15) RIG 1.98 to 2.31



Sold – none

Crude 44.60 to 45.93 to 44.76 to 51.46 to 50.88 to 66.02 to 79.36 to 84.56 to 75.26 to 81.25 to 91.38 to 108.31 to 94.93 to 79.20 to 99.20 to 102.90 to 83.86 to 82.19 to 91.68 to 97.13 to 96.49 to 103.72 to 98.70 to 104.06 to 90.02 to 53.88 to 58.49 to 46.10 to 37.07 to 35.98 to 48.63 to 53.87 to 52.29 to 43.26 to 51.64 to 61.59 to 62.16 to 74.14 to 73.56 to 45.81 to 60.81 to 58.20 to 61.21 to 20.10 to 42.20 to 40.05 to 48.42

Nat Gas 5.62 to 4.41 to 4.19 to 3.75 to 3.37 to 3.98 to 5.72 to 3.76 to 4.52 to 3.81 to 4.40 to 4.34 to 4.37 to 3.66 to 2.94 to 2.12 to 2.81 to 3.31 to 3.36 to 4.02 to 3.56 to 3.54 to 4.23 to 4.41 to 4.13 to 2.92 to 2.79 to 2.51 to 2.37 to 1.98 to 3.13 to 3.70 to 3.25 to 3.04 to 3.02 to 2.78 to 2.68 to 2.87 to 3.01 to 2.96 to 2.57 to 2.31 to 2.18 to 1.64 to 1.75 to 2.56 to 2.54

Gasoline 1.70 to 1.93 to 1.95 to 2.09 to 2.09 to 2.48 to 2.78 to 2.83 to 2.85 to 3.24 to 3.78 to 3.79 to 3.56 to 3.43 to 4.03 to 3.46 to 3.99 to 3.36 to 3.76 to 3.78 to 3.55 to 3.55 to 3.86 to 3.59 to 2.19 to 2.89 to 2.39 to 1.89 to 1.99 to 2.13 to 2.49 to 1.99 to 2.54 to 2.39 to 2.69 to 2.11 to 2.08 to 2.31 to 2.79 to 2.54 to 2.64 to 2.19 to 2.39 to 2.19 to 2.39

Gold 883 to 927 to 941 to 927 to 885 to 990 to 1095 to 1115 to 1243 to 1317 to 1421 to 1431 to 1502 to 1620 to 1564 to 1668 to 1592 to 1774 to 1674 to 1596 to 1234 to 1314 to 1198 to 1319 to 1319 to 1183 to 1171 to 1117 to 1079 to 1222 to 1318 to 1183 to 1256 to 1248 to 1282 to 1320 to 1336 to 1253 to 1196 to 1280 to $1298 to 1412 to 1520 to 1591 to 1787 to 1890 to 1901

Silver 30.20 to 27.78 to 32.20 to 27.28 to 34.55 to 30.34 to 28.30 to 19.73 to 21.69 to 18.13 to 21.00 to 21.00 to 15.70 to 15.54 to 14.49 to 14.02 to 15.44 to 19.14 to 15.99 to 17.99 to 16.57 16.69 to 17.26 to 16.38 to 16.04 to 14.69 to 15.56 to $15.11 to 15.35 to 17.90 to 14.15 to 18.31 to 23.36 to 26.52

Copper 1.39 to 1.46 to 1.52 to 1.80 to 2.04 to 2.73 to 3.32 to 3.58 to 2.96 to 3.70 to 4.43 to 4.41 to 4.25 to 3.14 to 3.42 to 3.82 to 3.46 to 3.74 to 3.64 to 3.39 to 3.04 to 3.30 to 3.37 to 3.07 to 3.04 to 2.84 to 2.62 to 2.35 to 2.13 to 2.17 to 2.21 to 2.51 to 2.64 to 2.71 to 2.95 to 3.23 to 3.04 to 2.91 to 2.80 to 2.64 to 2.93 to 2.71 to 2.79 to 2.21 to 2.72 to 3.02 to 3.52

Scrap steel/ton $250 to $125 to $119 to $150 to $100 to $84 to $102

Corn 5.56 to 6.95 to 6.95 to 6.79 to 4.40 to 4.21 to 4.17 to 3.20 to 3.97 to 4.12 to 3.87 to 3.58 to 3.51 to 3.37 to 4.10 to 3.59 to 3.88 to 3.55 to 3.51 to 3.88 to 3.64 to 3.55 to 3.75 to 3..57 to 4.34 to 3.88 to 3.41 to 3.43 to 3.80 to 4.85

Euro/usd 1.05 to 1.05 to 1.14 to 1.18 to 1.20 to 122 to 116 to 116 to 1.14 to 1.12 to 1.13 to 1.12 to 1.10 to 1.12 to 1.17 to 1.25

USD/Yen 116.93 to 111 to 111 to 112 to 113 to 106 to 110 to 113 to 109 to 110 to 107 to 108 to 107 to 107 to 105 to 103 to

GBP/USB 1.22 to 1.23 to 1.30 to 1.33 to 1.36 to 1.40 to 1.323 to 1.30 to 1.27 to 1.30 to 1.27 to 1.32 to 1.24 to 1.24 to 1.29 to 1.36

USD/RUB 55 to 58 to 57 to 56.9 to 58 to 63 to 65 to 69 to 65.66 to 63.25 to 61.76 to 78.25 to 71.36 to 77.6 to 73.9

Bitcoin 4310 to 16,949 to 7042 to 6.666 to 6604 to 3717 to 4100 to 11,225 to 7225 to 6446 to 9080 to 10814 to 29082

Dow – 11577 to 12376 to 12414 to 10913 to 12217 to 13212 to 12880 to 13437 to 13104 to 14578 to 14909 to 15111 to 15576 to 17068 to 17042 to 17823 to 17663 to 16,238 to 17,425 to 17792 to 18308 to 19862 to 20,656 to 21,349 to 22405 to 25,295 to 23.932 to 24,174 to 24458 to 23,327 to 25,928 to 26,599 to 28,538 to 21,917 to 25,827 to 27749 to 30606

NASDAQ – 2652 to 2789 to 2773 to 2415 to 2605 to 3091 to 2935 to 3116 to 3019 to 3267 to 3403 to 3815 to 4176 to 4485 to 4493 to 4736 to 4425 to 4620 to 5007 to 4917 to 5312 to 5383 to 5877 to 6140 to 6495 to 7136 to 6915 to 7502 to 8046 to 6,635 to 7729 to 8006 to 8972 to 7700 to 10207 to 11417 to 12888

S&P500 – 1257 to 1332 to 1320 to 1131 to 1257 to 1408 to 1362 to 1440 to 1426 to 1569 to 1606 to 1693 to 1848 to 1985 to 1972 to 2058 to 2069 to 1920 to 2093 to 2072 to 2168 to 2238 to 2355 to 2427 to 2519 to 2734 to 2604 to 2713 to 2913 to 2508 to 2838 to 2941 to 3230 to 2585 to 3130 to 3357 to 3756 to

Unemployment 9.6% to 8.9% to 8.1% to 7.4% to 5.9% to 5.5% to 5.1% to 5.0% to 5.0% to 4.9% to 4.6% to 4.5% to 4.7% to 5.1% to 4.9% to 4.1% to 3.9% to 3.7% to 4.0 to 3.6 to 3.6 to 3.5 to 11.1 to 8.4% to 6.7%

1/1/2021 The markets were up most of the quarter. The averages did better than 95% of the hedge funds. Bitcon is all momentum. The metals are up. The new president should calm the markets. Unemployment will go down and more are vaccinated. Almost 3 million were vaccinated in December. 325000 died form the virus this year. This year in stocks reminds me of 1999. Tech is too high. April 16 2000 saw the Nasdaq drop 25% on the week. It could happen in 2021. 2000-2003 were a wasteland. Tech went down 40% a year. I am 25% tech but on the small cap stocks

9/30/2020 The large caps are doing well. The S&P 500 is positive but lags the hot Nasdaq. Nasdaq ends 3rd quarter since 2011. This was the worst September since 2011. Contradiction of some over bought market. Covid Deaths 205,000. Much hope for vaccine in December. Who will win the election? The market is backing Biden. Florida is even and may decide the election. I think the $750 taxes paid by Trump will be an Achilles heel and Biden should win. Restaurants, airlines and hotels are in danger of imploding with the ongoing virus. I see the market cycle rotating into the consumer cyclicals and out of tech. Hearsay! Tech is too high. I only have NVDA and MSFT as the tech big caps. I locked in the profits on the rest this summer. Three patterns for success are breakout, continuation uptrend, and oversold. Most have a hard time with a breakout to higher highs. Is it overbought? I like good news with the breakout and earning growth to justify the pattern. Most watch the continual uptrend and 50/200 moving averages.



7/3/2020

Analysts estimate that profits at blue-chip American companies fell 44 percent in the second quarter, per FactSet. And earnings are expected to continue sliding in the second half of the year, ending with a 22 percent drop. Oil rebounded nicely. Nasdaq and S&P 500 set records. Much hope on a PFE vaccine. 120.000 covid-19 deaths. 19 million people are out of work. The Congressional Budget Office on Thursday said the coronavirus pandemic gave such a shock to the labor market that it would not fully recover for more than 10 years. The retailers should see a slow down in spending next quarter. Airlines are going to be ugly if the virus keeps going up. Remdesivir and plasma therapy need hospital beds to treat. Those are coming short in AZ TX and FL.

I am 40% cash. I think we get another 30% dip between now and Dec 31.





3/31/2020

Notably, President Trump said a $2 trillion infrastructure bill should be included in the fourth part of a stimulus bill with U.S. interest rates near zero. Oil was $19 earlier last week. Lowest that I remember. Saudi and Russian feud is draining both treasury.

Cornavirus deaths in us are 3289.

3.2 million lost their jobs last week. The old records 695,000 in the great drepression. We sold half the stock and sit on cash. This virus should slow in the quarter, but 10,000 deaths in April and 50,000 by end of quarter is possible.

1/1/2020 The market started on fire and kept going up. Those that sat on bonds watched the returns pale compare the 24% gain in the indexes. Record sales on the Saturday before Christmas makes sense since record unemployment along with record consumer debt. Auto are laying off. Retail is strong. Tariffs make prices higher but the economy is chugging along. Fleckenstein, black swan and dr. doom will have cost you a fortune with their negative advice. We need to see a sales decline, unemployment rise before we get defensive. The collapse will start from overseas. This period reminds of 1997 when the Thai baht collapsed and 1998 when the Russian Ruble collapsed.

6/30/2019 Politics in full swing. No china deal. Unemployment at 50 year low. Stocks at a record. Those waited In January missed this run. Now it looks like the Fed will rates. Bitcoin exploded higher. Corn is up 30% on the flood. Yet, people are saying jobs are hard to find. I am seeing a slight slowdown, many are not.

Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10