#] #] ********************* #] "$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 MktWatch, Tae Kim: Nvidia and AMD Stock Have Upside on AI Opportunity, Analyst Says 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' 15Feb2023 Tae Kim: ‘Hogwarts Legacy’ Is a Blockbuster. The Game Could Drive $Billions 24Nov2022 China - at a major low? 22Nov2022 cryptobullethbtcxlm 16Nov2022 [financials, energy, utilities] to power the market, By Michael Brush (MW) 16Nov2022 Warren Buffet bought - Taiwan Semiconductor Manufacturing Co. Ltd. ADR TSM 16Nov2022 China : Alibaba (BABA) Tencent (TCEHY) 05Nov2022 $BABA Oversold, fract 04Nov2022 subprime auto bonds, 02Nov2022 Harry Dent November 2022 forecast - Which Countries Will Fare Best After the Crash? 01Nov2022 Musk, Computational Intelligence, INDIA50, Cathy Wood 28Oct2022 incretins fat injections, Hedge fund, crypto?, Volkswagen 19Oct2022 Cameco, indexes safer during volatility?, "special" risk assets May-Jun2022? van - BEST value of ANY investment!, gold/silver, [VLB long, ordinary] bonds, oil #24************************24 #08********08 #] ??Jun2023 #08********08 #] ??Jun2023 #08********08 #] ??Jun2023 #08********08 #] ??Jun2023 #08********08 #] ??Jun2023 #08********08 #] ??Jun2023 #08********08 #] 13Jun2023 small AI [Anthropic (Google invest), Cohere (Canadian, Oracle using)] #08********08 #] 13Jun2023 Funny money flooding market - buy now, crash later gold provides (low risky) floor NVIDIA, MSFT, GOOG, META #08********08 #] 04May2023 non-RRSP - lose >50% due to taxes? GIC interest < inflation, long-Govt bonds tax-free savings account? find non-bank with very low overhead, investment advisor? #08********08 #] 11Apr2023 sold [CNQ, BEAM] idiot! all the wrong moves : BEAM skyrocketed 2 days later based on CRSP up-rating on sickle-cell anemia CNQ jumped a bit too, but Sunc or flat bought NVDA Nvidia? - I thought that I had bought it? (see 20Mar2023) but maybe not: I had lost spreadsheet section for Nvidia, which I thought I had too >> wait for new week buy? should have plan to execute!!! next week after income taxes +-----+ b MktWatch, Tae Kim: Nvidia and AMD Stock Have Upside on AI Opportunity, Analyst Says https://www.marketwatch.com/articles/nvidia-stock-amd-ai-a95dccca?mod=newsviewer_click Published: April 11, 2023 at 11:44 a.m. ET #08********08 #] 31Mar2023 67H191S–CAD SDRSP y XID 20% 3.0k$ XID, Blackrock iShares India Index ETF 31Mar2023 day buy limit 42.4, $42.34 / $42.42 50shares MN-597721 42.39 immediate, 03:28:32 p.m. ET 0 2,120 Shit - I bought 30 instead of sold! 31Mar2023 10 sell limit 30.46, $30.46 / $30.49 oops - 10 instead of 40! 10 OA-595486 30.45 03:44:58 p.m. ET 1340 31Mar2023 30 sell limit 30.46, $30.41 / $30.44 shit I bought, instead of sold! -30 MU-596511 30.45 03:51:00 p.m. ET 2254 #08********08 #] 30Mar2023 C3.ai - https://www.marketwatch.com/story/the-explosive-ai-trend-is-here-to-stay-these-stocks-are-poised-to-benefit-82aed67d?mod=newsviewer_click The ‘explosive’ AI trend is here to stay. These stocks are poised to benefit. Published: March 30, 2023 at 8:49 a.m. ET By James Rogers Wall Street’s fascination with AI has become more targeted since initial frenzy C3.ai, which makes AI software used by manufacturing, government, financial services, oil and gas and defense companies, is touting the ability of its “generative AI” technology to integrate with AI technology from OpenAI and Google. The company cited “substantially improving” market sentiment alongside its early March earnings report, and it’s been garnering positive attention from analysts. Earlier this month D.A. Davidson analyst Luria reiterated his buy rating and $30 price target, citing the potential for C3.ai’s “generative AI” products to increase enterprise adoption of AI. #08********08 #] 20Mar2023 40% of cash (0.4*35 ~= 15k$) into: [MicroSoft, NVIDIA, #] NYSE: LLY Eli Lilly incretins fat injection, ETH, INDIA50, oil&gas, BEAM] percentages shown are % of 15k$ all except CNQ are in 523278S, CNQ in 564791A - CAD SDRSP MicroSoft doesn't pay dividends, but it hasn't been high-capital gains like others, I will have to check growth rate... y NASDAQ:MicroSoft 10% 1.5k$ y NASDAQ:NVIDIA 10% 1.5k$ y NYSE:LLY 10% 1.5k$ Eli Lilly incretins fat injection y TSX:QETH.U 10% 1.5k$ ETH closed end fund w XID 20% 3.0k$ XID, Blackrock iShares India Index ETF y TSX:CNQ 20% 3.0k$ CdnNatRes n TSX:SDE 00% 0.0k$ Spartan Delta Engy (oil) y TSX:SU 15% 2.2k$ Sun Oil y NASDAQ:BEAM 05% 0.5k$ --------- Total plan 100% 14.7k$ - MSFT and others way higher than planned Total actual (10,516.08 + 3,507.00 + if XID goes through ~ geany regexpr search \n(.*)\n(.*) replace \n\1\t\t\t\t\2 +-----+ https://www.tradingview.com/symbols/NASDAQ-MSFT/ MSFT Market capitalization 2.014TUSD Dividends yield (FY) 0.97% Price to earnings Ratio (TTM) 31.07 Basic EPS (TTM) 9.03USD >> bought 10@ ~376$CDN (oops) +-----+ https://www.tradingview.com/symbols/NASDAQ-NVDA/ NVIDIA Market capitalization 630.838BUSD Dividends yield (FY) 0.06% Price to earnings Ratio (TTM) 147.73 Basic EPS (TTM) 1.76USD >> very rich valuation +-----+ https://www.tradingview.com/symbols/NYSE-LLY/ LLY Market capitalization 314.31BUSD Dividends yield (FY) 1.37% Price to earnings Ratio (TTM) 48.41 Basic EPS (TTM) 6.81USD +-----+ https://www.tradingview.com/symbols/TSX-QETH.U/ QETH.U >> no normal stats >> bought 40@ 39.75 +-----+ https://www.tradingview.com/symbols/CITYINDEX-INDIA50CFD/ INDIA50 No normal stats, dividends etc NYET!! I already bought : XID, Blackrock iShares India Index ETF >> day limit order, waiting for it to be filled +-----+ https://www.tradingview.com/symbols/TSX-CNQ/ TSX:CNQ Market capitalization 75.998BCAD Dividends yield (FY) 5.24% Price to earnings Ratio (TTM) 7.25 Basic EPS (TTM) 9.59CAD >> bought 50 shares 70$/sh +----- https://www.tradingview.com/symbols/TSX-SDE/ TSX:SDE Market capitalization 2.16BCAD Dividends yield (FY) — Price to earnings Ratio (TTM) 3.22 Basic EPS (TTM) 4.36CAD >> no-buy +-----+ https://www.tradingview.com/symbols/TSX-SU/ TSX:SU Market capitalization 52.564BCAD Dividends yield (FY) 5.26% Price to earnings Ratio (TTM) 6.11 Basic EPS (TTM) 6.49CAD >> bought 50@ 40.44$/sh +-----+ https://www.tradingview.com/symbols/NASDAQ-BEAM/ BEAM Market capitalization 2.405BUSD Dividends yield (FY) — Price to earnings Ratio (TTM) — Basic EPS (TTM) −4.13USD >> bought 20@ 32.27 (~44.7CDN) #08********08 #] 15Feb2023 Tae Kim: ‘Hogwarts Legacy’ Is a Blockbuster. The Game Could Drive $Billions b Tae Kim: ‘Hogwarts Legacy’ Is a Blockbuster. The Game Could Drive $Billions https://www.marketwatch.com/articles/hogwarts-legacy-review-warner-bros-games-c7bb8917?mod=newsviewer_click ‘Hogwarts Legacy’ Is a Blockbuster. The Game Could Drive Billions in Revenue. Published: Feb. 15, 2023 at 2:04 p.m. ET By Tae Kim Magical Surprise. Hi everyone. Today, I’m covering the new Harry Potter game Hogwarts Legacy, which was released last Friday. It has been delighting gamers everywhere and could become a bigger-than-expected boon for its publisher and parent company Warner Bros. Discovery (ticker: WBD). But the developers pulled it off. After playing Hogwarts Legacy for many hours, I can say it’s easily going to be one of the best-selling games in years, and there will be plenty of demand for several inevitable sequels. #08********08 #] 24Nov2022 China - at a major low? b China - at a major low? one of growing areas, but declining working-age population #08********08 #] 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) #08********08 #] 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 #08********08 #] 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. #08********08 #] 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 #08********08 #] 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 #08********08 #] 04Nov2022 subprime auto bonds, b speculative-grade subprime auto bonds with BB credit ratings (low-grade contrast to Harry Dent Treasurues) #08********08 #] 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. ..." #08********08 #] 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. #08********08 #] 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 #08********08 #] 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) #08********08 #] 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