Bill Cara

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NYUGrad

10 yr is rising. Because selling out of bonds and into mag 7?

goldbug58

Perseus Mining, operates the Edikan mine in Ghana and has two mines in Ivory Coast, Sissingue and Yaoure. Respectable jurisdictions in W. Africa. Produces about 500k oz at $1050/oz. Price needs to come down some for me to consider it, also has a lot of shares out.

NYUGrad

One has to ponder. Whos is the bigger criminal? Madoff? 40k victims or $4B?

MF Global and 25k claims of $1B gone?

Or those that have lied to American people destroying the country with inflation and continue to lie about the economy and the jobs picture? Impacting 330m people. 34T of govt debt.

Remember this as you trade today and watch the 2:30pm presser

Bill Cara

CNN headline says stocks do well after a rate cut. Not true.

The odds are 39% for a 25bp cut and 61% for a 50bp cut. There is a zero chance, we are told, of a no change decision.

The media says that inflation is the biggest concern of voters in the upcoming US elections and yet investors are told inflation is no longer a factor in the Fed decision. Amazing.

Bill Cara

I do not ever recall a higher profile given to a Fed policy rate decision.

This usually means that a major knee-jerk reaction in market prices will happen as the decision is made. My strong advice is to ignore the media and pay closer attention to possible trend and cycle reversals in your portfolio holdings.

Last edited 13 hours ago by Bill Cara
Bill Cara

I understand that to watch about six Toronto Leaf hockey games on TV this year will require an Amazon Prime subscription.

Leafs on TV is more important to me than watching the Fed chairman release policy news that Humongous Bank & Broker has already been tipped.

Last edited 13 hours ago by Bill Cara
Bill Cara

Rogers (RCI/B.to)(RCI) pays US$3.5B to buy the equal holding of Bell (BCE.to)(BCE) in Maple Leafs Sports and Entertainment.

Leafs, Raptors, Toronto FC, Argonauts, and other sports teams are now under Rogers control.

baz22
baz22

Thinking back to ASTS ( in May ) at $ 5….

Last edited 14 hours ago by baz22
baz22

With the kind of money coming into Lunar, expansion and headcount of highly trained engineers will dramatically increase….more contract’s from other areas will appear….And don’t forget, they gotta have a way to get into Space…. Rocket lab – RKLB – will be important…as their CEO stated ” We want to be a Direct Competitor to Space X “…

Last edited 12 hours ago by baz22
dave.raj09@yahoo.com

we use to talk about EDIT here, I notice some movement in its stock so brought EDIT Jan-16-2026 $5 CALL yesterday 10 contract paid $0.90

baz22

Yes…Cas9 patent rights in court talks
December thru May will be crazy important for clinical

Last edited 10 hours ago by baz22
baz22

From outer space to oceans debths
..KITT
Former Halliburton Energy Services executive John Gibson, the interim CEO, became president of Nauticus last October and subsequently joined the board. Gibson replaced Nauticus founder Nicolaus Radford in the role

Last edited 9 hours ago by baz22
baz22

Intuitive Machines’ orbital services include:

  • Satellite delivery: Intuitive Machines can deliver satellites to orbits ranging from LEO to cislunar space.
  • Satellite servicing: Intuitive Machines can service satellites in orbit, including repairing and refueling them.
  • Debris removal: Intuitive Machines can remove debris from orbits.
  • Space Domain Awareness: Intuitive Machines can provide Space Domain Awareness services in orbit
goldbug58

Scaling in on some Kenorland Minerals (Canada); Mkt Cap 60M US, Cash as of 30 June was $34M CAD; has some very interesting projects including Frotet; Sumitomo and Centerra each with 10% positions. I’m late to it, but better late than never.

jimg

Newly Issued MBS strategy $MTBA (https://www.simplify.us/etfs/mtba-simplify-mbs-etf)

“Not only is their Distribution and Yield to Maturity substantially better than legacy MBS Index products, but also, they have less interest rate risk”

https://www.convexitymaven.com/wp-content/uploads/2024/09/Convexity-Maven-Forests-and-Trees.pdf

“This Strategy offers civilians access to these higher-yielding MBS bonds in a liquid and transparent NYSE listed vehicle without the baggage of MBS Index-linked lower coupon MBS bonds.”

https://www.convexitymaven.com/wp-content/uploads/2023/11/Convexity-Maven-MBS-Strategy.pdf

dave.raj09@yahoo.com

if s&p don’t hold 5600 it going to its next stop 5400

NYUGrad

For younger traders I would like this share this lesson in it’s entirety on the pages of this community without a link out.

Shoes off in the trading room please! 🥷Better than any stock tip you will ever get! Don’t drag baggage into the house or your trading.
The construct of right and wrong.
Blame and boasting.
They must be eradicated from your mind if you are to be a successful trader and speculator.

Not easy to do but imperative.
Here is an anecdotal lesson.

The Tree of Wisdom Outside my WindowI have shared this observation with many family members and friends who were going through something or a period of imbalance.

When I too was going through the depths of Covid in NYC lockdowns, I was becoming stir crazy! How many more zoom/video calls do I need to be on in one day, every day? Nothing was open. I was also caring for my father in law who contracted Multiple myeloma, which is cancer in the blood for those that don’t know. So with chemo treatment lowering his ability to fight infections and viruses and his COPD, catching covid or even the flu could mean his death.

During this time I really picked up the pace on my yoga and meditation practice and one day it was like the tree outside was speaking to me (no I do not take drugs).

I realized this tree was probably seeded or planted between 1860s to early 1900s in Manhattan. It has stood there steadfast though possibly the civil war, roaring 20s, The great Depression, both World Wars, Sep 11, as well as all the good times too! Decades, possibly century plus.

In that realization I also discovered another nugget of truth that has helped me in life and in trading. This tree has never blamed anything. The sun, the rain, the dog piss, the noise, all of it. These facets of NYC were not happening TO the tree. They were simply happening.
And in your life, your relationships, your trading, your business, things are not happening TO you.

Sure in some cases if someone is robbing you, you are having indigestion, or you are sick and ill, those are truly happening to you.

But in most cases, the things we get hung up over in life are simply happening around us. Happening even if we were not alive! Yet we perceive them to be happening to us.

A comparison I would like you to make in the stock market is to imagine trading stocks were akin to trading facets of the weather.
Rain = loss
Sunshine = profit

Were you right or wrong? Who cares? You had a thesis and implemented a trade with if-then scenarios. You do not control the weather, no more than can you control the madness of market participants.

You can pause and reflect, review, analyze and even feel disappointment and happiness from the results. You are only a human trading against computer algos trying to beat you.

Feeling wrong (shame)Gives birth to lack of confidence. Are goals easier or harder to accomplish in life without confidence? Why encourage lack of confidence and create a mountain for yourself?

Feeling right (boastful and ego)If you succeed, being overly boastful, taking glory or feeling right, minimizes the perception of wins, maximizes the agony of defeat. Then analysis paralysis ensues.

The key is to be even in your confidence. Humble and prepared. Learn from both rain and sun.

Take only Small losses
Let winners run
Enjoy the sun
Enjoy the rain
They are both right
That’s how Rainbows are made!

Screenshot-2024-09-17-at-12.49.07-PM
Screenshot-2024-09-17-at-12.50.09-PM
NYUGrad

True Rate of Unemployment (24%!!!) Who is kidding who?
Using data compiled by the federal government’s Bureau of Labor Statistics, the True Rate of Unemployment tracks the percentage of the U.S. labor force that does not have a full-time job (35+ hours a week) but wants one, has no job, or does not earn a living wage, conservatively pegged at $25,000 annually before taxes.
lisep.org/tru

Screenshot-2024-09-17-at-12.32.18-PM
NYUGrad

Language of tops
Microsoft, $MSFT, announces quarterly dividend increase and new share repurchase program

baz22

I firmly believe there is ample room for both investors And traders at Bill Cara Community…. Bill has said he welcomes fresh ideas and new, young faces… The young are the future… Bill has often said ” to be a good investor you have to be a good trader”… There will Always be upside to be found..and Shorts to be placed… We Need the eyes here to point out the opportunities…. I can’t live in a negative world…Of course there are market cycles…. I’ve been trading since 1998… Bill and other’s even longer… But I’ve survived… and certainly had my butt handed to me many times…but I learned…I focused and followed the footprint’s Vad taught me about… Mostly I learned thru vigorous reading – facts, news, intellectual opinion… From many sources…but my trading home was always Here… This site has so much to offer new eyes….I hope they venture to contribute

Last edited 2 days ago by baz22
NYUGrad

8 Irrefutable Warning Signs for Stocks 🎧 #285 (Sep 16)Show notes and charts
Paid Episode 42 min
Free Episode 16 min

1 data point for free subscribers and 7 for premium

https://nyugrad.substack.com/p/8-irrefutable-warning-signs-for-stocks

baz22

https://finance.yahoo.com/news/instil-bio-stock-skyrockets-641-152300818.html
On Friday, Baird raised TIL’s target to $ 180…..
My belief on biotech is the party’s just starting…These guy’s just didn’t decide to form their companies when ‘ Chat GPT ‘ came about…. They’ve been at it for years, with the best trained scientist’s in the world… AI will just usher in commercialization much faster, for the benefit of saving lives and making them more satisfactory….

Last edited 2 days ago by baz22
baz22

But….. Always Read the Fine Print…. Instill Bio’s ( TIL ) developmental cost’s could well exceed $ 2 billion… Offerings will be made…

baz22

This elegant phrase was coined long before the lure of AI and Bot trading – yet so aptly fits even now…. ” You can take the first 20% and the last 20%…… I’ll take what’s in-between “….

Last edited 2 days ago by baz22