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To: Cogito Ergo Sum who wrote (6209)3/15/2021 11:12:10 PM
From: robert b furman
1 Recommendation   of 7094
 
Hi Bernie,

The recipe will be yours.

It's in Wisconsin BUT,

Since you are seeding, I grow 50% early girls and 25% Everman Jalapeno Peppers and 25%Serrano peppers.

I mailed Kirk Lindstrom some of my last batch of 2019 salsa and he called it Texas fire blast salsa - too strong for most. It was all Serrano peppers. I always leave the seeds in the salsa.

Plant those puppies and we'll share recipes.

I'd ship you some if you think it would make customs?

Life should be diverse enough where friends can find common ground - we're there. My favorite gardener is so opposite my views, yet we are both gardeners, and respect each other for that.

Sadly that is how it always should be, but we get so polarized on politics.

Thank you for your kind words, they are mutually sent to you as well!

GROW BABY GROW!

Bob

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To: Cogito Ergo Sum who wrote (6174)3/16/2021 1:03:12 AM
From: Postman
   of 7094
 
Love it!

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From: Julius Wong3/16/2021 9:27:24 AM
1 Recommendation   of 7094
 
Stocks and Bitcoin could get a $40 billion influx of stimulus cash: At the Open
Mar. 16, 2021 8:46 AM ET Bitcoin USD (BTC-USD) By: Kim Khan, SA News Editor 14 Comments

A slight bid remains in stock futures after late buying on Monday brought about new record closes.

The 10-year Treasury yield is little changed, hovering around 1.6% with the Federal Reserve's two-day policy meeting starting today.

(NYSEARCA: SPY) +0.2% premarket, (NASDAQ: QQQ) +0.6%, (NYSEARCA: DIA) +0.1%, (NYSEARCA: TBT) -0.4%, (NASDAQ: TLT) -0.1%


And as direct stimulus checks start arriving in bank accounts, markets can expect to see a sizable portion of stimulus funds, according to a recent survey.

Mizuho Securities surveyed 235 people who expect to get checks, with 20% expecting to allocate up to 20% of the checks to Bitcoin ( BTC-USD), stocks or both. In addition, 13% would invest up to 80% and 2% would invest 80% of more.

About 10% of $380B sent out in direct checks could be invested, approaching $40B, according to Mizuho.

"Bitcoin is the preferred investment choice among check recipients. It comprises nearly 60% of the incremental spend, which may imply $25 billion of incremental spend on bitcoin from stimulus checks,” Mizuho analysts Dan Dolev and Ryan Coyne wrote in a note, according to MarketWatch.

As this year's tax refund season gets underway, a portion of those checks, in many cases larger than the $1,400 payments just sent, could also find its way into the markets.

DataTrek Research notes:The average refund size is down just 0.7% from 2020 at $2,990.Tax season is off to a slow start, with 25% fewer returns filed, which will delay refund checks.The number of refunds is down 32%, more than the decline in returns, which "points to the possibility that many Americans who customarily get a refund will not receive one this year."

About $530B of the $1.9T relief bill was actual stimulus, and an infrastructure bill will be more important to growth because there is a political, economic and social need to build back middle-income earners, TS Lombard Steven Blitz says. But he adds that it's perplexing that a plan to boost capital investment would include a hike in capital gains taxes.

President Joe Biden is eyeing the first major U.S. tax hike since 1993, with corporations and wealthier individuals in focus.

Looking at the ratio of tax receipts to GDP (chart below), the relationship is remarkably stable since 1950, DataTrek says.

Aside "from that Great Recession low, Federal tax receipts have moved in a reliable band of 15 – 20 percent of GDP for going on 70 years. Marginal individual and corporate tax rates have varied considerably over the period, but it has not mattered very much in terms of how much GDP ends up going to Washington"

Last year's tax receipts weren't anywhere near as bad as the Great Recession, but the large fiscal stimulus is a big asterisk, DataTrek adds.

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To: Julius Wong who wrote (6213)3/16/2021 10:23:23 AM
From: Cogito Ergo Sum
   of 7094
 
Not this morning LOL

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From: Julius Wong3/16/2021 9:32:40 PM
2 Recommendations   of 7094
 
Uranium miners buying their commodity is new and positive, analyst says
Mar. 16, 2021 2:08 PM ET Uranium Energy Corp. (UEC) By: Carl Surran, SA News Editor 6 Comments

Uranium miners buying the physical commodity in the spot market, betting on higher prices in the future, is a new phenomenon in the sector and positive for prices, Red Cloud analysts say, according to Bloomberg.

Before the open, Uranium Energy Corp. ( UEC +19.2%) said it is establishing a physical uranium inventory to take advantage of spot purchases below most industry production costs, and entered into agreements totaling $10.9M to buy 400K lbs. of U3O8 uranium concentrates.

Yesterday after the close, Denison Mines ( DNN -10%) announced a bought-deal financing for 68.2M units at $1.10 each totaling ~$75M to fund the strategic purchase of ~2.5M lbs. of U3O8.The purchases by experienced uranium miners show confidence in speculating on the expected upwards trajectory of uranium prices, "putting their money where their mouth is," says Red Cloud's David Talbot.

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From: Julius Wong3/17/2021 2:37:42 PM
2 Recommendations   of 7094
 
Bitcoin surges higher after Fed meeting, more mainstream adoption
Mar. 17, 2021 2:32 PM ET Bitcoin USD (BTC-USD) By: Stephen Alpher, SA News Editor

It's been a rough week for bitcoin ( BTC-USD) after notching new all-time highs above $61K last weekend. The crypto, however, is bouncing in a big way following the FOMC meeting, at which the central bank forecast sharply higher growth and inflation, but said it has no expectation of hiking interest rates anytime before 2023.

That's manna for Bitcoin bulls, who have driven the price to just shy of $57K vs. about $55.5K not too long ago.

Also making news today was a podcast appearance yesterday by Visa (NYSE: V) CEO Alfred Kelly at which he said his company is ready to allow bitcoin to be purchased with a Visa credit card, and to allow bitcoin to be used for purchases at the more than 70M places globally where Visa is accepted.

Earlier, Morgan Stanley became the first major U.S. bank to offer its wealth management clients access to bitcoin.

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From: Julius Wong3/17/2021 3:57:01 PM
   of 7094
 
10 SPACs Owned By Cathie Wood's Ark Funds




Special purpose acquisition companies (SPACs) were a hot topic for investors in 2020 and continue to be a big story in 2021. While SPACs have lost some of the initial buzz surrounding them, some of the larger names going public via this method are attracting interest from mutual funds and ETFs.

Ark Funds CEO Cathie Wood has been adding several SPACs to the company’s ETFs. Here is a look at 10 SPACs and former SPACs that are owned in the Ark Funds.

DraftKings: Online sports betting company DraftKings Inc (NASDAQ: DKNG) is held in two Ark Funds ETFs. The Ark Next Generation Internet ETF (ARCA:ARKW) owns 1.38 million shares of DraftKings valued at $98.7 million. The stock is the 30th largest holding in the ETF and represents 1.3% of the fund’s assets. DraftKings is also held in the Ark Fintech Innovation ETF (NYSE: ARKF). The ARKF ETF owns over 630,000 shares of DraftKings valued at $45.2 million. The sports betting stock represents 1.1% of the ETF’s assets.

Related Link: Why Cathie Wood Is Bullish On DraftKings

Opendoor: Online real estate company Opendoor Technologies (NASDAQ: OPEN) was an early SPAC add for Wood and team dating back to it trading as ticker "IPOB." The Ark Next Generation ETF owns over 6.2 million shares of Opendoor valued at $170 million. The Opendoor position in ARKW is the ninth largest and represents 2.3% of the assets. Opendoor is also held in the Ark Fintech Innovation ETF, which owns 4.2 million shares valued at $115.1 million. Opendoor's is the 14th largest position in ARKF representing 2.7% of assets.

Skillz: Mobile gaming company Skillz (NYSE: SKLZ) offers a unique social offering of person-to-person wagering on games. The Ark Next Generation Internet EF owns over 3.7 million shares valued at nearly $111 million. The company is the 23rd largest position in the ETF, representing 1.5% of assets.

CM Life Sciences: Still trading as SPAC CM Life Sciences Inc (NASDAQ: CMLF), Ark Funds owns the company set to take Sema4 public. The Ark Genomic Revolution ETF (BATS: ARKG) owns 4.2 million shares of CMLF worth $73.5 million. The stock is the 39th largest holding in the ETF, representing 0.8% of assets.

Butterfly Network: Another SPAC that was added to the Ark Funds prior to completing its merger was Butterfly Network (NYSE: BFLY). The Ark Genomic Revolution ETF owns 4.1 million shares. The portable ultrasound company backed by Bill Gates and Baillie Gifford represents 0.8% of the funds assets and is the 38th largest holding in the ETF.

Virgin Galactic: Space travel company Virgin Galactic (NYSE: SPCE) is owned in the Ark Autonomous Technology & Robotics ETF (BATS: ARKQ). The space stock is the 25th largest holding in the ETF with 1.7 million shares valued at $58.9 million. Virgin Galactic represents 1.7% of the fund’s assets.

Experience Investment: Urban air mobility company Blade is going public with Experience Investment Corp (NASDAQ: EXPC). The Ark Autonomous Technology ETF owns 2.8 million shares valued at $36 million. The SPAC is the 33rd largest holding in ARKQ representing 1.1% of assets.

One: Markforged, a 3D printing company, is going public with the SPAC One (NYSE: AONE). Ark Funds owns nearly 1.6 million shares worth $19.7 million. The SPAC is the 41st largest holding in ARKQ representing 0.6% of the assets in the ETF.

Atlas Crest Investment: Archer, an urban air mobility company, is going public with SPAC Atlas Crest Investment Corp (NYSE: ACIC). The Ark Autonomous ETF owns 1.4 million shares of ACIC valued at $16 million. The position in Atlas Crest is the 43rd largest in ARKQ and represents 0.5% of assets.

Desktop Metal: Shares of additive manufacturing 3D printing company Desktop Metal (NYSE: DM) is owned by The 3D Printing ETF (BATS: PRNT). Just under one million shares valued at $20.4 million are held in the PRNT ETF. The former SPAC is the 14th largest position in the ETF representing 3.7% of the assets.

finance.yahoo.com

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From: Sultan3/17/2021 5:01:27 PM
   of 7094
 

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To: Julius Wong who wrote (6215)3/17/2021 5:07:34 PM
From: Cogito Ergo Sum
   of 7094
 
Got a few DNN the outher day (DML on Canuck side) Missed CCO (Cameco) still waiting :)

investigating more...

recent trades.. I could have done much better with NIO and should have bought VW when I posted their green intent :(
Message 33245899

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To: Sultan who wrote (6218)3/18/2021 10:32:35 AM
From: The Ox
   of 7094
 
I would be cautious lumping all commodities together in the same fashion that was the case in the last century. The commodity world of 1980-2000 was VERY different than the commodity world of 2000-2020.

I will extrapolate that the commodity world of 2020-2040 will be different from either of these.

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