Monthly Archives: April 2021

Stock reactions from news vs underlying cash flows

The stock market reacts to events in funny ways. Usually the headline news events have nothing to do with market movements at all, but the press will just say “stocks went up on optimism about vaccines” or occasionally “stocks went … Continue reading

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My thoughts on Crypto

Cryptocurrencies have been going crazy this week, particularly the altcoins lead by quick triples in DOGE and XRP. I do wish I held onto the bit that I sold off a week and a half ago as they all jumped, … Continue reading

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Talk of a market top is probably early

I’ve found Twitter to be an invaluable tool to get a sense of the stock markets. For years I used it only to announce blog posts, thinking of it as a weird newer Facebook or something. For news, I tried … Continue reading

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My deflationary view with a bullish tilt to Gold, Silver & Uranium miners

I finally broke an 8-week losing streak. After seeing negative portfolio returns every week since the beginning of February, taking me down 36.5% (adjusting the money I put in out of the gains), I hit a 2.1% uptick. The reasons … Continue reading

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