New data series I will report on with my substack every Friday. The number of pre owned Teslas listed for sale in USA. I suspect residual values will plummet and number of listings will continue to rise.
In 24 hrs since I shared the first Friday number, an additional 162 used Teslas are listed for sale nationwide in USA. What will this be next Friday?
I got Saylor right up there with Captain America and Bezos… Back in at $ 298 Very loveable…the new Dark Knight…cool as a cucumber Got all his greatest hits
Today’s Decision by the New Prime Minister and Each Province’s Premiers is Powerful.
The agreement is so extensive I never in my lifetime thought it possible. Details to follow but on a comparative population basis with the US, people will be shocked.
Most people do not understand the tariffs and bureaucratic regulations that exist between Canadian provinces. It’s greater than what exists between the US and Canada. Suffice to say, these problems disappeared today. The financial effect will mean a net economic gain of $250 billion ($6000 per man, woman, and child in Canada). Temporarily businesses will not be required to file income taxes or sales taxes. There will be no wait period to collect unemployment insurance. Mega billions in funding will be made available to Canada’s indigenous people in Northern Canada to develop natural resources projects throughout the north. The list goes on.
Mostly these decisions show that Canada’s political leaders are united across all parties and jurisdictions to do what it takes to survive Trump’s attacks on Canada’s sovereignty.
Liquid Natural Gas will quickly become an economic development centerpiece, which means that Canada-Europe trade is top-of-mind.
Unlike the chaos I see happening in the US, Trump has brought Canadians together with a single mind I never thought possible but am so happy to see.
I have my doubts about the left-wing political leanings of Mark Carney but I don’t think the dire situation the country is in gives him any opportunity to go down that road. Conservatives will be as pleased today as Liberals, NDP, and Green Party leaders and supporters. This is a Churchillian moment for Canada, one of several that may be needed.
Twenty-five years ago, because of a presentation I made at the request of the Ontario Securities Commission to represent the public interest as regulators were finalizing guidelines on electronic trading, the Senate of Canada Banking Committee called on me to present my views on the country’s financial system. One point I made in a hearing room with 15 Senators did not go well. I advocated a system used nationally in the US for capital raising. The Senator from British Columbia, a well-known businessman, scoffed and said that while his colleagues in the Senate might want that, his Province would be dead set against it. In the Canadian federal system, because of the combination of French and English, and Catholic and Protestant, the Provinces have always had relatively more clout than the individual US States. Getting things done amid the bureaucracies from East to West, South to North, across such a huge land has always kept Canada from properly developing its natural resources. Because of the environmental lobby, the claims of the Indigenous people, and the different laws of the provinces, this country has sat too long on its material wealth. Trump’s wanting to steal this wealth has finally awakened the country and caused its politicians and bureaucracies to stand as one. Canadians should applaud him for that unintended consequence.
baz22 Parabolics always retrace to at least the .618….There is a lower A point here, but this bounce is pretty nice so far. This will probably just drift lower overtime as the base/rubberband is stretched the other way until another POP. Easy money up and down been made and lost here…..
Agreed… The real fireworks begin at $ 125k…hence my call of $ 150k in April… ETF’s have a way of skewing things but nominal in and outflows for the past while. .I still maintain my April target 🎯… Thanks I dare say that BTC trades more on emotion that any other asset in the universe
I think he’s fantastic Captain my Captain .. he made me $ 45 a share in less than 2 weeks very recently…I did notice the defening silence on this board per MSTR during that period of time
Thanks…had digested most of this earlier….as a trader I can hit the Sell button just as easily as Buy…What I fail to understand is why so many have a hard-on to see MSTR and BTC fail…is it fear of gold being replaced ?… What has BTC or MSTR done to them. ?.. You’re either long or short or out of the trade… I’ve never understood it…I could easily bust chops on Soooooo many trades I see here, past or present…( I seem to remember virtual reality companies were a big deal here… what happened to them ?.)….But I won’t…I try to understand and move on…What I have learned is a person is part of this Community until he isn’t… So I’ll keep posting, just like I have since BTC was $ 18,000.00 in 2020 – which was the year Everything changed
Trilogy Metals Inc (TMQ)(TMQ.to) has been performing nicely.
I last wrote about Trilogy in January after the Trump Inauguration because I figured the new Administration was going to remove the company’s roadblocks and open the long road to the Alaska property. I have followed Tony Giardini’s persistent efforts against many issues in Alaska for a few years. I have been invested. He’s never had any problems raising capital because the proposed mine will become a massive high-grade polymetallic operation. Politics has played this company like a soccer ball.
Then, at PDAC on March 4, shortly after I arrived, I saw Tony sitting by himself in the company booth, so I went over and sat with him. “Tony, tell me how Trump is going to help you out.” He laughed, and we talked for a good 20 minutes. The convention floor was busy that morning, but nobody was interested enough to join us, so Tony took the time to give me his frank assessment, who the problems were, and his Plans A, B, and C to move the project ahead. He told me the company was doing nothing until they could see which plan to use. They had $25 million in cash and no debt, so it was a matter of time before the picture cleared.
I didn’t stay long at the convention that day because, at 10 am, the throat doctor had told me I might have thyroid cancer, which needed immediate investigation. Trilogy was the only miner I spent more than 3 minutes with. The next day, a mining analyst phoned to ask if I had seen anything noteworthy, and I told him about my meeting with Trilogy. The stock was US$1.30. TMQ was over US$1.80 this morning, so in 16 days, something must be going right for Tony Giardini. I hope so because America needs this property to become a major mine.
I’ve reached the conclusion that only gold and BTC will thrive… Both are one of a kind…Gold is a safe haven…and BTC is a dream…as humans we need physical security, hence gold .. And as humans we need dreams to fill the void of everyday life.. These are the only two, one of a kind investments we can make .. debates will continue to rage on value and use of each…yet they each are unique… One created by the earth – the other created by man… One finite, the other infinite… It’s good to have a choice
Actually they work… It’s a matter of pleasing the FDA.. but think how long it took to rid the world of Small Pox, Polio ( mostly ) and so many cancers… It takes time, brother Dave… All in due time…
I agree with his request. Besides, he’s not pretending it’s an order because he knows we know he doesn’t have the authority to make the Fed do what he wants.
In the big picture, I agree that the US should return manufacturing to the US to accomplish the value-creating high-paid employment the country needs. A few (not many) of Trump’s complaints are justified. For example, (1) other countries have relied too long on the US military to protect their people and interests, and (2) jobs fled the US by companies seeking ‘cheap’ employment elsewhere — including child labor and deplorable working conditions — and were replaced in the US by hiring by (i) government, (ii) low-paid services that create little to no value, and (iii) part-time gigs, all of which have burdened the US budget and demoralized the people. Trump is the first US President to do what he can to reverse the process; his biggest critics should applaud him.
The problem is that Trump is a crook. He’s a politician with a mafioso mind, now enabled to say what he wants and do pretty much what he wants by his control over the US military and Congress. The courts will slow him down but cannot stop him. No check and balance remains in the US system. And given that he wants not just to make America a better place, he is trying to make the world a different place, and for that, there are checks and balances, and the American people will pay dearly.
Some international checks and balances include retaliatory tariffs, boycotts against American products and tourism (both inbound and outbound), and shifts in international country manufacturing that will hurt the US export business. In every case, Americans will pay a cost that Trump wants to deny with his lies.
This is unfortunate because it’s unnecessary. If Trump were not a crook and liar and had only public service in mind, he would realize that the Western world would stand behind his big-picture efforts because they need America and their countries to be strong. These countries have the same problems that America has. They, too, need a radical change in government, which is why German, French, the UK, and soon Canadian voters have done what the US has done — change its government to people who will try to change their economic situations.
The world needs diplomacy and fair international trade negotiations. Unfortunately, Trump is Trump. It won’t happen, and investors will vote accordingly.
An oversold rally in Consumer Discretionary is pulling the market out of a short-term cycle low.
I think this rally has legs for around a week or more. HB&B will use it to seek into strength, and then, with the April 2 tariffs and the April 11 (BMO) JPM earnings report in hand, the market Bulls will realize they have been trapped and will capitulate.
I think April 11 will be a tough day for investors long the market.
The only problem I see with this scenario is that Trump is even more the crook than we realize. He might be telling his cronies that he has decided to delay the April 2 tariffs because ‘he’s such a great negotiator that he’s brought the other countries to their senses to sit at the table and hammer out a new international trade deal that will make America great.’
There is no bottom to the barrel with this guy. We realized that a long time ago, and so did the mega-billionaires who bought seats at his table.
The good news is that we can put Trump’s geopolitics out of our minds and trade prices. We will be okay if we are invested in high-quality companies and use technical indicators when trading.
Now that I have taken over the production of these audio files from NYUGrad, I will share them with the Cara Community within minutes of publishing my reports. When he can, Alexei will upload them to the YouTube channel.
I will soon start a series of 30-60-second audio reports that I’m trying to convert into video for the YouTube Channel and here. I haven’t decided on my age or sex for the YouTube videos, which is kinda funny.
My thoughts…on Gold…Just looking here…Chop sideways through 2025 would bee nice…Would give a nice lift to most miners as long as they didn’t hedge at much lower prices…One Can dream…Gold run has been good, but it is getting a little heavy here after a pretty much vertical assent from about 1600.00. I am a PIG, but I am NOT A HOG….
In today’s tense geopolitical environment, monitoring the companies that supply weapon systems and technology to the military makes sense. I track about 50 of them on global markets. The following look interesting on the NYSE and NASDAQ, and their stocks are trending up.
I track the EUAD components in my database daily — both in the domestic markets and in the US. Because of the current developments with Europe, the UK, and Canada aligning to build their own defense network without undue reliance on the US, these companies will be well-funded. For example, France, which has spent 2.0% of its GDP on military, is going to 3.5%. Germany, the UK, Canada, and several other companies will follow. In a few weeks, Trump has made the world less secure, so these countries are now taking the necessary steps to protect their people and interests.
From Grok:
The Select STOXX Europe Aerospace & Defense ETF (EUAD) tracks the STOXX Europe Total Market Aerospace & Defense Index, which focuses on European companies involved in the manufacture, service, supply, and distribution of civil and military aerospace equipment, systems, and technology, as well as civil and military defense and protective services equipment, technology, systems, and services. Overview of EUAD and Its Index The EUAD ETF, managed by Tuttle Capital Management, invests at least 80% of its total assets in the component securities of the STOXX Europe Total Market Aerospace & Defense Index. This index, derived from the broader STOXX Europe Total Market Index (TMI), includes companies categorized under the Industry Classification Benchmark (ICB) Aerospace & Defense sector. It comprises 25 companies from the Europe TMI, focusing on those whose primary revenue (at least 50%) comes from aerospace and defense activities. Key Components of the EUAD ETF Based on available web data, particularly from Yahoo Finance and posts found on X, the following companies are identified as significant holdings within the EUAD ETF. These are European firms known for their roles in aerospace and defense, aligning with the index’s focus:
Rheinmetall AG (Germany): A major player in defense and automotive components, Rheinmetall is heavily involved in military vehicle manufacturing and defense technology.
Leonardo S.p.A. (Italy): Specializing in aerospace, defense, and security, Leonardo produces helicopters, electronics, and defense systems.
Saab AB (Sweden): Known for military aircraft, defense systems, and protective services, Saab is another key component.
Thales S.A. (France): A leader in defense electronics, cybersecurity, and aerospace systems.
BAE Systems plc (United Kingdom): A global defense, aerospace, and security company, BAE Systems is a staple in European defense indices.
Safran SA (France): Focused on aircraft engines, aerospace components, and defense systems.
Hensoldt AG (Germany): Specializing in defense electronics and sensor systems.
Additional Insights on Composition
Portfolio Allocation: Data from Weapon Free Funds indicates that as of January 31, 2025, 97% of EUAD’s assets are invested in military weapon-related stocks, with 13 holdings flagged for military contractors, 8 for nuclear weapons involvement, and 6 for controversial weapons.
Geographic and Sector Focus: The index covers companies across 17 European countries, including Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, Luxembourg, the Netherlands, Norway, Poland, Portugal, Spain, Sweden, Switzerland, and the United Kingdom. The primary sectors include aeronautical manufacturing, defense systems, and protective services, ensuring a mix of civil and military-focused firms.
did buy VKTX again and also SMMT, also I am in out almost every day in SMST, brought 500 SMCX yesterday. am I making lots of money?? no, good news is I am not losing.
NQ….Like a moth to a flame…the Sentinels hunt and look for easy pray. That 18.7-18.5 area is interesting to me. NQ usually overshoots so we need to give it some room. Turns take time…Usually…LOL Trend is still yo friend…
About Tariff These buffoons know nothing about the 1930 Smoot Hawley tariffs and the global recession, which led to the Great Depression of the 1930s. Americans are going to find out that history does not repeat itself but it certainly rhymes!
baz22
March 18, 2025 9:02 pm
#45550
Cross connection in manufacturing of drug production…. Moderna used the same firm as Viking Therapeutics will use .. For the remainder of the process, Moderna contracted with Lonza Group to manufacture the vaccine at facilities in Portsmouth, New Hampshire in the United States, and in Visp in Switzerland, and purchased the necessary lipid excipients from ** -CordenPharma. ,I still believe Pfizer will partner with Viking… I go so far as to say By Next Week A Partnership Will Be Announced…… While Viking Therapeutics’ manufacturing deal with CordenPharma addresses a key concern about commercialization, they may still need a partner for broader commercialization and distribution, especially given the competitive landscape of the weight-loss drug market. Here’s a more detailed explanation: Manufacturing Deal with CordenPharma: Viking Therapeutics has secured a manufacturing agreement with CordenPharma, a contract development and manufacturing organization (CDMO) specializing in peptides, to support the commercialization of their GLP-1 drug candidate, VK2735. Addressing a Key Overhang: This deal addresses a major concern for investors regarding Viking’s ability to manufacture and supply the drug, assuming it gains regulatory approval. Potential Need for a Partner: Despite securing manufacturing, Viking may still need a partner for broader commercialization and distribution, especially given the competitive nature of the weight-loss drug market, where giants like Eli Lilly and Novo Nordisk are already established. Commercialization Challenges: Commercializing a drug, particularly in a competitive market, requires significant resources for marketing, sales, and distribution, which a smaller company like Viking might struggle with. Potential Benefits of a Partnership: A partnership could provide Viking with access to a larger sales and distribution network, expertise in commercialization, and potentially, increased capital to support the launch and growth of VK2735. Viking’s Current Strategy: While the company is focused on securing manufacturing, they have also stated they are “open to engaging” with partners to help take their GLP-1 assets to the next step. Deal with CordenPharma: The deal with CordenPharma includes dedicated production capacity for both subcutaneous and oral formulations of VK2735, with Viking making prepayments totaling $150 million over the next three years. CordenPharma’s Expertise: CordenPharma has invested in peptide production scale-up, anticipating increased demand for GLP-1 drugs, and has secured a roughly $1 billion contract from an undisclosed client for new peptide production at its Boulder, Colo., site.
If at the charging station, you could add 400km (249 miles) in just five minutes of charging, which is the same as at the gas station, would you consider changing?
Bear markets don’t politely knock on the door—they crash through it. The signs have been clear as day for anyone willing to see them. Denial won’t protect your portfolio; action will. Adapt or lose.
I wrote my “Imminent Threat of a Market Collapse” at the record high of the US market.
‘Volatility’ is a word with a straightforward meaning. Wall Street has nuanced the meaning to refer to a negative. That’s like the CNBC board, which refers to losers as ‘laggards.’
It’s all part of the narrative manipulations and flat-out lies investors get fed daily.
We understand that because we are stock market literate, but the public does not.
Baz — And now for something completely different …
I was going through some recent issues from the AMS (American Math Society) that had stacked up. A few years ago the AMS received a Large grant (possibly from Jim Simons) that allowed them to post many of their journals for FREE. Here’s the link to the March 2025 NAMS (Notices). There’s a Book Review on a new book “Intro to Quantum Algorithms” (p. 284). Has a nice 5 page summary of some things. May be of interest.
New data series I will report on with my substack every Friday. The number of pre owned Teslas listed for sale in USA. I suspect residual values will plummet and number of listings will continue to rise.
In 24 hrs since I shared the first Friday number, an additional 162 used Teslas are listed for sale nationwide in USA. What will this be next Friday?
https://www.autotrader.com/cars-for-sale/tesla/beverly-hills-ca?searchRadius=0&zip=90210
A ponzi through and through. More dilution…you have been warned
MicroStrategy Cuts New Preferred Stock Price. It Yields Nearly 12%. https://www.barrons.com/articles/microstrategy-preferred-yield- bitcoin-58a701ec
12% yield is a ploy to hook suckers.
Investors know that Total Return is the name of the game for those seeking income.
I got Saylor right up there with Captain America and Bezos… Back in at $ 298
Very loveable…the new Dark Knight…cool as a cucumber
Got all his greatest hits
Today’s Decision by the New Prime Minister and Each Province’s Premiers is Powerful.
The agreement is so extensive I never in my lifetime thought it possible. Details to follow but on a comparative population basis with the US, people will be shocked.
Most people do not understand the tariffs and bureaucratic regulations that exist between Canadian provinces. It’s greater than what exists between the US and Canada. Suffice to say, these problems disappeared today. The financial effect will mean a net economic gain of $250 billion ($6000 per man, woman, and child in Canada). Temporarily businesses will not be required to file income taxes or sales taxes. There will be no wait period to collect unemployment insurance. Mega billions in funding will be made available to Canada’s indigenous people in Northern Canada to develop natural resources projects throughout the north. The list goes on.
Mostly these decisions show that Canada’s political leaders are united across all parties and jurisdictions to do what it takes to survive Trump’s attacks on Canada’s sovereignty.
Liquid Natural Gas will quickly become an economic development centerpiece, which means that Canada-Europe trade is top-of-mind.
Unlike the chaos I see happening in the US, Trump has brought Canadians together with a single mind I never thought possible but am so happy to see.
I have my doubts about the left-wing political leanings of Mark Carney but I don’t think the dire situation the country is in gives him any opportunity to go down that road. Conservatives will be as pleased today as Liberals, NDP, and Green Party leaders and supporters. This is a Churchillian moment for Canada, one of several that may be needed.
Twenty-five years ago, because of a presentation I made at the request of the Ontario Securities Commission to represent the public interest as regulators were finalizing guidelines on electronic trading, the Senate of Canada Banking Committee called on me to present my views on the country’s financial system. One point I made in a hearing room with 15 Senators did not go well. I advocated a system used nationally in the US for capital raising. The Senator from British Columbia, a well-known businessman, scoffed and said that while his colleagues in the Senate might want that, his Province would be dead set against it. In the Canadian federal system, because of the combination of French and English, and Catholic and Protestant, the Provinces have always had relatively more clout than the individual US States. Getting things done amid the bureaucracies from East to West, South to North, across such a huge land has always kept Canada from properly developing its natural resources. Because of the environmental lobby, the claims of the Indigenous people, and the different laws of the provinces, this country has sat too long on its material wealth. Trump’s wanting to steal this wealth has finally awakened the country and caused its politicians and bureaucracies to stand as one. Canadians should applaud him for that unintended consequence.
Admired or despised, here’s the story of how Michael Saylor and Microstrategy came to BTC… It’s Really interesting and unexpected…. https://blockworks.co/news/michael-saylor-bitcoin-microstrategy
Agreed… The real fireworks begin at $ 125k…hence my call of $ 150k in April… ETF’s have a way of skewing things but nominal in and outflows for the past while. .I still maintain my April target 🎯… Thanks
I dare say that BTC trades more on emotion that any other asset in the universe
I think I know, based on Saylor’s sale price profit on Voice.com, what his first sales of BTC will be… $ 13,200,000.00
We used to go to the movies on Saturday afternoons as kids. Now, we just get our kicks out of Michael Saylor’s fantasies.
🤣🤣🤣
I think he’s fantastic
Captain my Captain .. he made me $ 45 a share in less than 2 weeks
very recently…I did notice the defening silence on this board per MSTR during that period of time
https://youtu.be/OdGWZ8ziils This video seems to be very insightful.
Thanks…had digested most of this earlier….as a trader I can hit the Sell button just as easily as Buy…What I fail to understand is why so many have a hard-on to see MSTR and BTC fail…is it fear of gold being replaced ?… What has BTC or MSTR done to them. ?.. You’re either long or short or out of the trade… I’ve never understood it…I could easily bust chops on Soooooo many trades I see here, past or present…( I seem to remember virtual reality companies were a big deal here… what happened to them ?.)….But I won’t…I try to understand and move on…What I have learned is a person is part of this Community until he isn’t… So I’ll keep posting, just like I have since BTC was $ 18,000.00 in 2020 – which was the year Everything changed
well said.
https://youtu.be/OdGWZ8ziils
Trilogy Metals Inc (TMQ)(TMQ.to) has been performing nicely.
I last wrote about Trilogy in January after the Trump Inauguration because I figured the new Administration was going to remove the company’s roadblocks and open the long road to the Alaska property. I have followed Tony Giardini’s persistent efforts against many issues in Alaska for a few years. I have been invested. He’s never had any problems raising capital because the proposed mine will become a massive high-grade polymetallic operation. Politics has played this company like a soccer ball.
Then, at PDAC on March 4, shortly after I arrived, I saw Tony sitting by himself in the company booth, so I went over and sat with him. “Tony, tell me how Trump is going to help you out.” He laughed, and we talked for a good 20 minutes. The convention floor was busy that morning, but nobody was interested enough to join us, so Tony took the time to give me his frank assessment, who the problems were, and his Plans A, B, and C to move the project ahead. He told me the company was doing nothing until they could see which plan to use. They had $25 million in cash and no debt, so it was a matter of time before the picture cleared.
I didn’t stay long at the convention that day because, at 10 am, the throat doctor had told me I might have thyroid cancer, which needed immediate investigation. Trilogy was the only miner I spent more than 3 minutes with. The next day, a mining analyst phoned to ask if I had seen anything noteworthy, and I told him about my meeting with Trilogy. The stock was US$1.30. TMQ was over US$1.80 this morning, so in 16 days, something must be going right for Tony Giardini. I hope so because America needs this property to become a major mine.
Thanks Bill !
Trilolgy Metals up 10.4% on good volume. Has anyone read anything. Did the administration provide the easements needed in Alaska?
FedEx (FDX) is hammered in pre-market trading.
Down -9.4%.
Packages not being shipped is a sign that the economy is the issue.
Nearby fire at London Heathrow shuts down the airport.
No power, no flights. One thousand three hundred flights were canceled, and 145,000 passengers were impacted.
Nike (NKE) represents the global consumer economy.
Nike is a great company, but it can only perform when the consumers have discretionary money.
Nike’s outlook has been bleak for the past two years. Other than one ot two brief periods of buying, the chart shows the declining stock.
As I see it, Nike is a good company but a bad stock.
NKE dropped -1.55% yesterday—the second-worst drop in the Dow 30—and is currently down a further -7.3% in pre-market trading.
Carpe Diem….
45 Stocks that look like they want to crash. Freebie: NKE is on the list. Hope you are not long in any of them
https://www.notyouradvisor.com/p/45-stocks-that-look-like-they-want
Great work
It feels like everything is going to crash
I’ll stay on the sidelines and focus on BTC
Seems NVDA is hard to keep down.
Yes it is !!
Way too many pension funds tied up in that one… 😁
Biotech is another industry that got hammered. That is another risk-off sign.
Yes…just as gold is the last off the dance floor, biotech is always the first off the floor….
That’s why I’ve been away from it for quite some time
I’ve reached the conclusion that only gold and BTC will thrive… Both are one of a kind…Gold is a safe haven…and BTC is a dream…as humans we need physical security, hence gold .. And as humans we need dreams to fill the void of everyday life.. These are the only two, one of a kind investments we can make .. debates will continue to rage on value and use of each…yet they each are unique… One created by the earth – the other created by man… One finite, the other infinite… It’s good to have a choice
greatest invention of all time by human is religions, may be BITCOIN will be next one????
I hope not…!
it being hammer since 2021????
i am keeping track of SLDB/CVAC/CRSP/BTAI/SRNE/ALLO/EDIT/IOVA and many more. whole sector is a big scam
Actually they work… It’s a matter of pleasing the FDA.. but think how long it took to rid the world of Small Pox, Polio ( mostly ) and so many cancers… It takes time, brother Dave… All in due time…
Gold is up, and 10-year US treasury yields are down.
As long as this trend prevails, Mr. Market is risk-off and awaiting the next shoe to drop.
Trump wants the Fed to cut its policy rate to ease the tariff pain.
I agree with his request. Besides, he’s not pretending it’s an order because he knows we know he doesn’t have the authority to make the Fed do what he wants.
In the big picture, I agree that the US should return manufacturing to the US to accomplish the value-creating high-paid employment the country needs. A few (not many) of Trump’s complaints are justified. For example, (1) other countries have relied too long on the US military to protect their people and interests, and (2) jobs fled the US by companies seeking ‘cheap’ employment elsewhere — including child labor and deplorable working conditions — and were replaced in the US by hiring by (i) government, (ii) low-paid services that create little to no value, and (iii) part-time gigs, all of which have burdened the US budget and demoralized the people. Trump is the first US President to do what he can to reverse the process; his biggest critics should applaud him.
The problem is that Trump is a crook. He’s a politician with a mafioso mind, now enabled to say what he wants and do pretty much what he wants by his control over the US military and Congress. The courts will slow him down but cannot stop him. No check and balance remains in the US system. And given that he wants not just to make America a better place, he is trying to make the world a different place, and for that, there are checks and balances, and the American people will pay dearly.
Some international checks and balances include retaliatory tariffs, boycotts against American products and tourism (both inbound and outbound), and shifts in international country manufacturing that will hurt the US export business. In every case, Americans will pay a cost that Trump wants to deny with his lies.
This is unfortunate because it’s unnecessary. If Trump were not a crook and liar and had only public service in mind, he would realize that the Western world would stand behind his big-picture efforts because they need America and their countries to be strong. These countries have the same problems that America has. They, too, need a radical change in government, which is why German, French, the UK, and soon Canadian voters have done what the US has done — change its government to people who will try to change their economic situations.
The world needs diplomacy and fair international trade negotiations. Unfortunately, Trump is Trump. It won’t happen, and investors will vote accordingly.
An oversold rally in Consumer Discretionary is pulling the market out of a short-term cycle low.
I think this rally has legs for around a week or more. HB&B will use it to seek into strength, and then, with the April 2 tariffs and the April 11 (BMO) JPM earnings report in hand, the market Bulls will realize they have been trapped and will capitulate.
I think April 11 will be a tough day for investors long the market.
The only problem I see with this scenario is that Trump is even more the crook than we realize. He might be telling his cronies that he has decided to delay the April 2 tariffs because ‘he’s such a great negotiator that he’s brought the other countries to their senses to sit at the table and hammer out a new international trade deal that will make America great.’
There is no bottom to the barrel with this guy. We realized that a long time ago, and so did the mega-billionaires who bought seats at his table.
The good news is that we can put Trump’s geopolitics out of our minds and trade prices. We will be okay if we are invested in high-quality companies and use technical indicators when trading.
Here is the 13-minute audio of the Global Market Navigator Report 10 done on Sunday.
https://drive.google.com/file/d/1G0Mk_1aWJYMCzDP8m1oGpXao_Ra0y-mN/view?usp=sharing
Now that I have taken over the production of these audio files from NYUGrad, I will share them with the Cara Community within minutes of publishing my reports. When he can, Alexei will upload them to the YouTube channel.
I will soon start a series of 30-60-second audio reports that I’m trying to convert into video for the YouTube Channel and here. I haven’t decided on my age or sex for the YouTube videos, which is kinda funny.
My thoughts…on Gold…Just looking here…Chop sideways through 2025 would bee nice…Would give a nice lift to most miners as long as they didn’t hedge at much lower prices…One Can dream…Gold run has been good, but it is getting a little heavy here after a pretty much vertical assent from about 1600.00. I am a PIG, but I am NOT A HOG….
Defense stocks should be monitored.
In today’s tense geopolitical environment, monitoring the companies that supply weapon systems and technology to the military makes sense. I track about 50 of them on global markets. The following look interesting on the NYSE and NASDAQ, and their stocks are trending up.
https://finviz.com/screener.ashx?v=211&t=ktos,MRCY,RTX,ESLT%20ERJ%20DRS%20CAE%20EH
https://finviz.com/screener.ashx?v=211&t=KTOS,MRCY,RTX,ESLT,ERJ,DRS,CAE,EH
EUAD
Just to share, I came upon this symbol.
I track the EUAD components in my database daily — both in the domestic markets and in the US. Because of the current developments with Europe, the UK, and Canada aligning to build their own defense network without undue reliance on the US, these companies will be well-funded. For example, France, which has spent 2.0% of its GDP on military, is going to 3.5%. Germany, the UK, Canada, and several other companies will follow. In a few weeks, Trump has made the world less secure, so these countries are now taking the necessary steps to protect their people and interests.
From Grok:
The Select STOXX Europe Aerospace & Defense ETF (EUAD) tracks the STOXX Europe Total Market Aerospace & Defense Index, which focuses on European companies involved in the manufacture, service, supply, and distribution of civil and military aerospace equipment, systems, and technology, as well as civil and military defense and protective services equipment, technology, systems, and services.
Overview of EUAD and Its Index
The EUAD ETF, managed by Tuttle Capital Management, invests at least 80% of its total assets in the component securities of the STOXX Europe Total Market Aerospace & Defense Index. This index, derived from the broader STOXX Europe Total Market Index (TMI), includes companies categorized under the Industry Classification Benchmark (ICB) Aerospace & Defense sector. It comprises 25 companies from the Europe TMI, focusing on those whose primary revenue (at least 50%) comes from aerospace and defense activities.
Key Components of the EUAD ETF
Based on available web data, particularly from Yahoo Finance and posts found on X, the following companies are identified as significant holdings within the EUAD ETF. These are European firms known for their roles in aerospace and defense, aligning with the index’s focus:
Additional Insights on Composition
Smci
did buy VKTX again and also SMMT, also I am in out almost every day in SMST, brought 500 SMCX yesterday. am I making lots of money?? no, good news is I am not losing.
Treading water is helping you learn… No loss is a good gain for your transition and confidence
Coinbase
Put order to buy 1000 SMST at $4.00 did not got filled yet, sold all of SMCX, did good in it
Nevermind on COIN
It always happens with with me— SMCX 500 of them sold at $42 and made $2 but after i sold it it went up to $48
Ok… profit is a good thing
https://www.stocktitan.net/news/SMCI/supermicro-expands-enterprise-ai-portfolio-of-over-100-gpu-optimized-201d7ja7btnz.html#:~:text=Supermicro%20(NASDAQ%3A%20SMCI)%20has,designed%20for%20enterprise%20AI%20applications.
NQ….Like a moth to a flame…the Sentinels hunt and look for easy pray. That 18.7-18.5 area is interesting to me. NQ usually overshoots so we need to give it some room. Turns take time…Usually…LOL Trend is still yo friend…
About Tariff
These buffoons know nothing about the 1930 Smoot Hawley tariffs and the global recession, which led to the Great Depression of the 1930s. Americans are going to find out that history does not repeat itself but it certainly rhymes!
Cross connection in manufacturing of drug production…. Moderna used the same firm as Viking Therapeutics will use .. For the remainder of the process, Moderna contracted with Lonza Group to manufacture the vaccine at facilities in Portsmouth, New Hampshire in the United States, and in Visp in Switzerland, and purchased the necessary lipid excipients from ** -CordenPharma.
,I still believe Pfizer will partner with Viking… I go so far as to say By Next Week A Partnership Will Be Announced…… While Viking Therapeutics’ manufacturing deal with CordenPharma addresses a key concern about commercialization, they may still need a partner for broader commercialization and distribution, especially given the competitive landscape of the weight-loss drug market.
Here’s a more detailed explanation:
Manufacturing Deal with CordenPharma:
Viking Therapeutics has secured a manufacturing agreement with CordenPharma, a contract development and manufacturing organization (CDMO) specializing in peptides, to support the commercialization of their GLP-1 drug candidate, VK2735.
Addressing a Key Overhang:
This deal addresses a major concern for investors regarding Viking’s ability to manufacture and supply the drug, assuming it gains regulatory approval.
Potential Need for a Partner:
Despite securing manufacturing, Viking may still need a partner for broader commercialization and distribution, especially given the competitive nature of the weight-loss drug market, where giants like Eli Lilly and Novo Nordisk are already established.
Commercialization Challenges:
Commercializing a drug, particularly in a competitive market, requires significant resources for marketing, sales, and distribution, which a smaller company like Viking might struggle with.
Potential Benefits of a Partnership:
A partnership could provide Viking with access to a larger sales and distribution network, expertise in commercialization, and potentially, increased capital to support the launch and growth of VK2735.
Viking’s Current Strategy:
While the company is focused on securing manufacturing, they have also stated they are “open to engaging” with partners to help take their GLP-1 assets to the next step.
Deal with CordenPharma:
The deal with CordenPharma includes dedicated production capacity for both subcutaneous and oral formulations of VK2735, with Viking making prepayments totaling $150 million over the next three years.
CordenPharma’s Expertise:
CordenPharma has invested in peptide production scale-up, anticipating increased demand for GLP-1 drugs, and has secured a roughly $1 billion contract from an undisclosed client for new peptide production at its Boulder, Colo., site.
Game-changer?
If at the charging station, you could add 400km (249 miles) in just five minutes of charging, which is the same as at the gas station, would you consider changing?
Byd says the company can now do it.
https://www.msn.com/en-gb/cars/news/chinese-tesla-rival-byd-s-electric-cars-can-now-fill-up-as-fast-as-a-petrol-tank/ar-AA1B9fpZ
If the price of the vehicle was the same, I probably would. Most everything we want these days is based on convenience.
I attached a chart of BYD in the US OTC market(BYDDY) overlaid with Tesla (TSLA) in blue.
Tesla cars could be toast.
To market bulls, wake up and smell the reality.
Bear markets don’t politely knock on the door—they crash through it. The signs have been clear as day for anyone willing to see them. Denial won’t protect your portfolio; action will. Adapt or lose.
I wrote my “Imminent Threat of a Market Collapse” at the record high of the US market.
https://billcara.com/help-you-invest/the-imminent-threat-of-a-market-crash/
The Bulls weren’t listening.
“‘ Volatility is not Risk … Volatility is volatility “…..
‘Volatility’ is a word with a straightforward meaning. Wall Street has nuanced the meaning to refer to a negative. That’s like the CNBC board, which refers to losers as ‘laggards.’
It’s all part of the narrative manipulations and flat-out lies investors get fed daily.
We understand that because we are stock market literate, but the public does not.
Baz — And now for something completely different …
I was going through some recent issues from the AMS (American Math Society) that had stacked up. A few years ago the AMS received a Large grant (possibly from Jim Simons) that allowed them to post many of their journals for FREE. Here’s the link to the March 2025 NAMS (Notices). There’s a Book Review on a new book “Intro to Quantum Algorithms” (p. 284). Has a nice 5 page summary of some things. May be of interest.
https://www.ams.org/notices/202503/202503FullIssue.pdf
Jim Simons, amazing person
https://en.wikipedia.org/wiki/Jim_Simons
Not sure if you can get to this pdf … (1938–2024)
https://www.ams.org/notices/202501/202501FullIssue.pdf
Thank you very much Kyle..
ps… Algo is why I constantly track MicroAlgo – MLGO…