#] #] ********************* #] "$d_web"'economics, markets/market trade thoughts log.txt' # www.BillHowell.ca 30Jul2020 initial # view in text editor, using constant-width font (eg courier), tabWidth = 3 #48************************************************48 /home/bill/SG6/web/economics, markets/Financial Post - potential buy lists.txt #24************************24 # Specific plans 29Nov2022 ONC sell stop 2.60 by 01Dec2022 #24************************24 # current [buy, sell] list ('\x9' = tab): # $ grep -P "^[b,s]\x9" "$d_web"'economics, markets/market trade thoughts log.txt' | sed "s/^\([bc]\)\x9/\1 /" # ******** b China - at a major low? one of growing areas, but declining working-age population b cryptos [ETH, Solana, VET, Theta, KSM (Kusama), Polkadot] NOT bicoin b financials, energy, utilities] to power the market b Taiwan Semiconductor Manufacturing Co. Ltd. ADR TSM (Warren Buffet) b [Applied Materials, Lam Research] make the esoteric equipment used BY the semiconductor foundries like TSM b @fract Alibaba Group Holdings Ltd. (NYSE:BABA) 69.81 4.60 7.05% b speculative-grade subprime auto bonds with BB credit ratings (low-grade contrast to Harry Dent Treasurues) b Computational Intelligence - DeepLearn [Google Geomet (Bronstein), recurrent (Schmidhuber)] b INDIA50!! b [Novartis, Novo_B] incretins fat injections b Hedge fund b Volkswagen - zero value after deducting Porsche's value b high dividend, value stocks b Aureon, BrilliantLightPower b van - BEST value of ANY investment! b gold/silver b VLB long bonds now (04Nov2022) or Feb2023? - for initial month of crash b high dividend, value stocks b Aureon, BrilliantLightPower #24************************24 # Table of Contents, generate with : # $ grep "^#]" "$d_web"'economics, markets/market trade thoughts log.txt' | sed "s/^#\]/ /" # ********************* "$d_web"'economics, markets/market trade thoughts log.txt' 02Nov2022 Harry Dent November 2022 forecast - Which Countries Will Fare Best After the Crash? 01Nov2022 Musk, Computational Intelligence, INDIA50, Cathy Wood 28Oct2022 incretins fat injections, Hedge fund, crypto?, Volkswagen 19Oct2022 Cameco, indexes safer during volatility?, "special" risk assets May-Jun2022? van - BEST value of ANY investment!, gold/silver, [VLB long, ordinary] bonds, oil #24************************24 #08********08 #] ??Nov2022 #] ??Nov2022 #] ??Nov2022 #] ??Nov2022 #] ??Nov2022 #] ??Nov2022 #] ??Nov2022 #] ??Nov2022 #] ??Nov2022 24Nov2022 b China - at a major low? one of growing areas, but declining working-age population #] 22Nov2022 cryptobullethbtcxlm https://www.tradingview.com/chart/TOTAL/fxDAxM8Y-Like-If-You-Want-To-Buy-A-Generational-Crypto-Bottom/ Like If You Want To Buy A Generational Crypto Bottom! Crypto Total Market Cap, $ (CRYPTOCAP:TOTAL) 756.741B 11.478B 1.54% cryptobullethbtcxlm b cryptos [ETH, Solana, VET, Theta, KSM (Kusama), Polkadot] NOT bicoin +-----+ https://www.tradingview.com/symbols/SOLUSD/ Solana is a blockchain fairly new to the crypto game, but that's not to say it's not a serious player. Attempting to rival smart-contract titan Ethereum for the NFT and web3 crown, Solana has a strong focus on scalability through its hybrid proof-of-history/proof-of-stake consensus that aims to accommodate a flourishing dApp ecosystem. Its native token SOL has enjoyed the successes of Solana-based NFTs and dApps, but since its inception has also felt the strain of the network’s tendency to experience outages. Although that hasn't stopped it from reaching the top 15 coins by market cap. +-----+ https://www.tradingview.com/chart/VETUSD/Rm2WfEVQ-VET-the-parabolic-rocketship-with-a-moon-mission/ +-----+ https://www.tradingview.com/chart/KSMUSDT/SQ918hNW-KSM-utility-and-governance-gold/ KUSAMA KSM , the official test net of Polkadot is one of the most fundamentally strong projects in crypto. (research why yourself) With the launch of their parachains and full testnet we basically see a roll out of Polkadot v1.0 with numerous clients and partners. Although it is a testnet; it does offer the full Polkadot feature set and is the first one to launch innovations... LONG TERM The governance / utility token KSM is an amazing scarce asset with great token economics (most of them released) and is still undervalued in marketcap. By the end of the year I expect Kusama to be between a 15 and 20bn marketcap, but even more is possible depending on adoption. Long term KSM tokens will be like governance gold and I expect Polkadot and Kusama to play a major role in Web 3.0, Defi and intra-chain connectivity. I definitely see KSM and DOT both respectively push projects like ADA, THETA , DOGE, BCH, LUNA and LTC from the top spots. TOKEN ECONOMICS Market Cap: $4,155,693,549 24 Hour Trading Vol: $548,112,535 24h Low / 24h High: $413.74 / $501.87 Circulating Supply: 8,980,098 / 10,000,000 Fully Diluted Valuation: $4,627,670,561 Max Supply: 10,000,000 MID / SHORT TERM In the mid / short term we can see more growth for KSM and I see Kusama outperfom BTC , ETH and other major alts for the next 4 to 6 weeks - with a price target of 600$ (+30%) in that same time. https://www.tradingview.com/chart/KSMUSDT/Ciftwvpl-KSM-This-Will-Be-A-Runner-Crypto/ KSM | This Will Be A Runner | Crypto KSM / TetherUS (BINANCE:KSMUSDT) 24.90 0.66 2.72% DivergenceSeeker Oct 18 +-----+ https://www.tradingview.com/symbols/DOTTHB/ POLKADOTDOTTHB DOTTHBBITKUB See more on advanced chart 190.21 THB −1.48 (−0.77%) MARKET OPEN (AS OF NOV 23, 24:40 GMT+7) #] 16Nov2022 [financials, energy, utilities] to power the market, By Michael Brush (MW) https://www.marketwatch.com/story/the-new-bull-market-will-be-led-by-stocks-in-these-three-industries-tech-and-the-faangs-will-fall-to-the-wayside-11668626507?mod=newsviewer_click Opinion: The new bull market will be led by stocks in these three industries. Tech and the FAANGs will fall to the wayside Published: Nov. 16, 2022 at 2:21 p.m. ET John Linehan, who manages $29 billion for T. Rowe Price, is looking to financials, energy and utilities to power the market as interest rates remain high b financials, energy, utilities] to power the market #] 16Nov2022 Warren Buffet bought - Taiwan Semiconductor Manufacturing Co. Ltd. ADR TSM b Taiwan Semiconductor Manufacturing Co. Ltd. ADR TSM (Warren Buffet) https://www.marketwatch.com/story/warren-buffetts-chip-stock-purchase-is-a-classic-example-of-why-you-want-to-be-greedy-only-when-others-are-fearful-11668526053?mod=mw_more_headlines Warren Buffett’s chip-stock purchase is a classic example of why you want to be ‘greedy only when others are fearful’ Last Updated: Nov. 16, 2022 at 8:26 a.m. ET First Published: Nov. 15, 2022 at 10:27 a.m. ET By Philip van DoornFollow Berkshire Hathaway made a large investment in Taiwan Semiconductor after the stock's value tumbled by more than a third b [Applied Materials, Lam Research] make the esoteric equipment used BY the semiconductor foundries like TSM Scott Randolph, 1 day ago - I'm a bigger fan of companies like Applied Materials and Lam Research. These companies are the "arms dealers" who make the esoteric equipment used BY the semiconductor foundries like TSM. And speaking of TSM, remember the "T" stands for Taiwan. No telling what the political situation with US v. China will do to that stock. I'm staying far away from that one. #] 16Nov2022 China : Alibaba (BABA) Tencent (TCEHY) https://www.marketwatch.com/articles/alibaba-tencent-china-economic-data-covid-51668505800?mod=newsviewer_click China’s Bull Market Charged Past Poor Economic Data. Alibaba and Tencent Soared. Last Updated: Nov. 15, 2022 at 11:15 a.m. ET First Published: Nov. 15, 2022 at 4:51 a.m. ET By Adam Clark #] 05Nov2022 $BABA Oversold, fract https://www.tradingview.com/chart/BABA/vxo0JE3q-BABA-Oversold/ b @fract Alibaba Group Holdings Ltd. (NYSE:BABA) 69.81 4.60 7.05% Mar 12 Ali Baba is being under intensive sale. Almost 2 years of downtrend has pulled the prices to demand level . At this point the current prices will attract capital from a wave of the long-term investors, which will result in market reversal, especially for this size of a company. For now expecting a pullback as a reaction to 72% decline. The more it falls, the move powerful will be a movement to opposite direction. Nov 5 Comment: Monday watchlist #] 04Nov2022 subprime auto bonds, b speculative-grade subprime auto bonds with BB credit ratings (low-grade contrast to Harry Dent Treasurues) #] 02Nov2022 Harry Dent November 2022 forecast - Which Countries Will Fare Best After the Crash? Now that we are safely invested in longer-term U.S. Treasury and other safe bonds for the Great Crash, it’s time to start looking at where we start investing again for “the sale of a lifetime on all financial assets.” Those assets have bubbled up to near $600T, and we will see a “Great Reset” that eliminates about 50% of those assets, or up to $300T. This is artificial wealth in a temporary bubble that will not come back for a long time, and we will likely not even see these levels adjusted for inflation for real estate or stocks again in our lifetimes, even in the next global boom into around 2037. >> This matches my interest in India, emerging nations in future Dent forecast... also 5 smaller countries with favourable demographics : Israel, Australia*, New Zealand, Sweden, Norway * Asian immigrants better than Mexico, Latin America Graph : Global Spending Wave: All of the Net Growth Is in Emerging Countries Emerging U.S. Treasury and other Developed vs. Emerging Countries (Based on $25K GPD per Capita PPP Threshold) "... That depression will return us to the more-normal 50- to 60-year Kondratieff Wave cycle. Over time, that cycle becomes longer, becoming an 80-year cycle every fourth iteration... Hence, the name of the Strauss and Howe book The Fourth Turning in 1987. That fourth Kondratieff Wave is an unusually long and productive cycle that just recently peaked as part of a 90-year bubble cycle that goes back to 1929 and previously to 1836. We will not see a bubble era like this one for a long time... for about 90 years, to be more exact. ..." index shorts : That’s why I am focused on SPXS and SH. But PSQ and SQQQ have more volume and liquidity, and the Nasdaq isn't nearly as good on the downside projection at -54.4%, which gives some minor trading advantage on better fills. You can choose. If you are a frequent trader, then PSQ and SQQQ are likely best. "... Stocks, especially in technology in the U.S., Southeast Asia, India, Australia, and New Zealand are recommended for the next global boom from around late 2024 or so into 2037. ..." #] 01Nov2022 Musk, Computational Intelligence, INDIA50, Cathy Wood I don't like Elon Musk, even though he is great in many ways Fuck off and buy Tesla? - I cringe at the thought, but it fits "the greater fool" role NO? SpaceX - military as well; Neuralink - brain implant project (also obesity) https://www.businesswire.com/news/home/20220719005248/en/Synchron-Announces-First-Human-U.S.-Brain-Computer-Interface-Implant - endovascular, not open brain surgery b Computational Intelligence - DeepLearn [Google Geomet (Bronstein), recurrent (Schmidhuber)] b INDIA50!! Cathy Wood - ARK, Wood even launched a venture capital fund in September that unusually targeted individual retail investors with a minimum investment of only $500. #] 28Oct2022 incretins fat injections, Hedge fund, crypto?, Volkswagen b [Novartis, Novo_B] incretins fat injections b Hedge fund crypto? - wait for turn-around, or trade? b Volkswagen - zero value after deducting Porsche's value https://www.marketwatch.com/articles/volkswagen-porsche-the-numbers-explained-51666969343?mod=newsviewer_click #] 19Oct2022 Cameco, indexes safer during volatility?, "special" risk assets Cameco - buying Westinghouse nuclear maintenance, replace Russian Rosatom in Eastern Europe? indexes safer during volatility? "special" risk assets could rocket (dominant, patent, etc) #] May-Jun2022? van - BEST value of ANY investment!, gold/silver, [VLB long, ordinary] bonds, oil b high dividend, value stocks semi-conductor [Intel, AMD, Nvidia] - turnaround later b Aureon, BrilliantLightPower b van - BEST value of ANY investment! b gold/silver b VLB long bonds now (04Nov2022) or Feb2023? - for initial month of crash ordinary bonds - not until 1 year of _ve return over inflation! oil - gamble before fusion, buy on dip b high dividend, value stocks semi-conductor [Intel, AMD, Nvidia] - turnaround later b Aureon, BrilliantLightPower # enddoc