Um…better for who? The banker? The acquirer? Certainly not the co needing a down round. “Goldman’s Feldgoise Sees Better Environment for M&A in 2025” https://youtu.be/0867AznqPCw
Looks to support Bill’s views that we can look for a potentially significant correction to the US Stock Market in the future, and bodes well for physical silver, gold and eventually the miners.
Aduro Clean Technologies (ACT.ca)(ADUR) rings the NASDAQ closing bell on Friday.
Aduro founder/CEO Ofer Vicus never stops pursuing his objective. On Friday, he rings the closing bell at NASDAQ. His stock has risen 4x since he and I first met at a CEM conference in the Bahamas in 2022. Congratulations.
When I first met Ofer, he was helpful to me when I damaged the ligaments in both ankles after stupidly jumping from a ledge to a sand beach about four feet below. He made it. I didn’t. After returning home, I spent the next three weeks laid up.
Aduro is one of the small companies I meet with regularly. I see CEO Ofer Vicus twice yearly; the last time was a month ago in the Bahamas. At the end of the investment conference, we visited Pearl Island again. The first time a year ago, or maybe two years ago, I sprained both ankles after we jumped about four feet from a ledge to the sand beach below. Ofer was quick to retrieve an ice pack. This year, the 30 mph wind storm blew over my Pearl Island Ice Tea 😀 and a full plate of fish with peas and rice onto my chest before I had a chance to start lunch. 😥 Ofer had picked the table on an elevated deck directly facing the wind. Memories.
As long as I can, I’ll always have time to meet these interesting capital-raise companies. In the past three or four years, I have met the CEOs of well over 200 of them. These conferences afford the time and circumstances to get to know them and some of their families on a personal as well as business level. I know how hard they work and believe many of them will become big successes. Some, in time, will join the major market indexes like the Russell 2000, the Nasdaq Composite, and maybe even the S&P 500. I believe Aduro Clean Technologies will be one.
In the last sentence, I remarked that possibilities for great success exist with some of the young companies I meet. Aduro seems to be on that path to inclusion in the Russell 2000.
WIR #1 has been e-mailed to people because it is too large a file to upload.
The file is 15 MB and 300 pages. If anybody wants a copy, send me a request at [email protected]. I seek constructive criticism to improve it over the remainder of this month. My goal is to have Issue #4 in proper shape.
This week, I will find the best way to post it on the billcara.com server.
The Global Market Week In Review is now at 297 pages.
I spent my weekend formatting the report and not much time analyzing and writing the content. But I need to get it out tonight to get the feedback that will help me improve it.
It’s very long, but the navigation will help readers get through it fairly quickly. Some will spend ten minutes, and others will spend hours.
baz22(@baz22)
January 12, 2025 6:48 pm
#44078
What the clever One from Nvidia didn’t tell you… Yeah,he talked about ‘ quantum computer’s ‘ but not about ‘ quantum communications ‘………. ” While both are crucial parts of quantum technology, quantum communication is generally considered more important currently because it offers a readily applicable solution to secure data transmission by leveraging the unique properties of quantum mechanics, whereas quantum computers are still in early development and face significant challenges before achieving widespread practical applications. Key points to consider: Immediate security benefits: Quantum communication, particularly with Quantum Key Distribution (QKD), can provide near-unbreakable encryption, making it valuable for protecting sensitive data even against potential future quantum computer attacks. Technological maturity: Compared to quantum computers, quantum communication technologies are closer to real-world deployment with established protocols and working implementations. Future reliance on quantum communication: As quantum computing becomes more advanced, secure communication networks based on quantum principles will become essential to protect data from potential decryption threats. However, quantum computers also hold significant potential: Solving complex problems: Quantum computers could tackle computationally intensive problems in fields like drug discovery, materials science, and financial modeling that are currently intractable for classical computers. Long-term impact: Once fully developed, quantum computers could revolutionize various industries and scientific research due to their exponentially faster processing power “. ….. Enter … Hologram Cloud Inc. and MicroCloud Holo Inc.
My next purchase will likely be shares of Rio Tinto. I’d consider BHP if they didn’t have close to a 45 Billion judgement hanging over them. Regardless, waiting for Trump to settle in for a month or two before I do anything.
Many refineries in US and also Europe being taken offline. Capacity will reduce; if supply drops and demand is steady or increasing, price has to rise Econ 101. Many names already at 52-wk lows; Valero, Phillips 66, PBF Energy, Sinclair are the bigger names in the US. Interesting situation.
What is wrong with the chart? The stock is down 98% plus from lifetime peak. No? But that wasn’t even the point of the write up 🙂
29 years old. 730k salary. Buys 100m house. How? I know dentists that make more than him. Did he sell all his shares on spac IPO open? Wall St enabled a CO that has no business to be public co to be public co. Mom and pop will never recover who bought lazr near highs and peak of hype.those were my points.
Yes it’s down a lot but the stock wasn’t $ 500… It was in the $ 50’s… The chart technicals are misleading ( not your fault,! )… Here’s a chart of Fuel Cell Inc..FCEL… it had a 1 for 30 split, also in in November, 2024… I know the high in 2022 wasn’t even in the $ 20.00’s because I owned it and had to fill out taxes for it that year !!!.. Go to the 3 year and you’ll see what I’m saying – that most charts don’t reflect a recent split…. https://www.barrons.com/market-data/stocks/fcel NY, you do great work…. This story is EXACTLY why Sell Loss Rules must be strictly followed… IBD founder William O’Neil constantly pounded the table to adhere to strict Percentage Loss rules.. …We NEED to constantly discuss that topic on the blog
Ok..Here is an actual account of having Sell Rules… Friday I posted I had started a beginning position on NTLA… Within less than One hour I was down 5 %… I analyzed the situation and immediately Sold .. it cost me $ 700…. I saw DATS and it’s movement and I bought several thousand shares … By 12:00 noon I had profited 17X what I lost on NTLA… Sell when you know it’s necessary…. ‘ Hope ‘ and Pride get you nowhere…
On friday I did 20 trade and made $200,usually people make $200/day going to a work,
I sell it at movement of 10 cent or some time 5 cent with few thousand of the share, goal is to mke around $200 not thousand of dollars one has to find what works for him and play I have brought tew thousand of SOXL on friday, I think semi got sold out a lot–it has to bounce if not i have tight stop at $0.50 lower than what I paid. keeping 80% in cash incase market correct some 20% Most stock are down 8% since november, it may become 10% but a correction of 20% unlikely to happen in next six month, I am not an expert, everyone has opinion.
Uk, France,canada, Interest are moving higher, liberal welfare spending got them in trouble, they don’t see a way out, world is moving toward right and moving fast,USA is borrowing a lot and spending, we can do it- reason is world use $ as a reserve currency, if world stop using $ as a reserve currency we will collapse
Maybe the best quote I’ve seen here was from basketguy.. ” Think like a Bot “… Omg … Yes… But sooooo much easier said than….. Leave hope at the front door, along with self and political biases.. have no favorites… Trade emotions without being emotional..Be open to others’ ideas….accept mistakes – quickly, very very quickly…Also, not only leave Pride at the front door, but bury it under the door mat…and realize that Now, every facet of the market is in constant rotation.. Realize the stock neither loves nor hates you…you can always buy back..It’s no sin to trade around a long position you may have taken….And when possible, try not to hold the majority of a trading position overnight or weekend… We can talk technicals if basketguy will join
Last edited 1 day ago by baz22
baz22(@baz22)
January 11, 2025 4:26 pm
#44053
With deepest respect for Bill and.blog, and a toss of the hat to Wall Street, I see 2025 and beyond as massively good years for the market – primarily due to AI… Newer, better, faster technology will drive growth sequentially higher for many years… Primarily, youth and young ideas will drive this growth.. as were the days of Jobs and Gates., etc… ..Some sectors may seem stagnant but will grow, just not as fast as others… I do think the coming environment will favor Traders… Adapt and survive…
The B.S. ‘analysts’ and ‘financial writers’ are starting to party.
It’s always amazing to me to see how accurate the rear-view mirror is on Wall Street.
These people spend the rest of their year spouting nonsense, touting crapola, and taking credit for their brilliance. Now that the market is changing and sinking, their stories are headlined with a ‘look at the mistakes the Fed, the government, and everybody else on Wall Street and in the market made this past year.’
So now these know-nothings are telling whomever will listen that they know what they don’t know, and will never know because they don’t understand market structures and dynamics.
You know the names. Wash, rinse, and repeat.
It takes a thick skin and hiding from the mirror to do what these people do.
On Sunday, I will publish Issue #1 of my Global Market Week In Review.
The first three issues will be free because I am still developing the product. However, I have already received a terrific review from my co-editor, John Mugarian. I met John through the Cara Community, which began in 2004.
He wrote:
“I’ve never seen anything as comprehensive as this. I can definitely see how this could be very useful to institutional investors in particular hedge fund managers and mutual fund managers. There is no newsletter editor(s) that I know of that would put out the effort- nor have the ability to do so- to provide a review as detailed as the one you have written.”
BTW, here’s John’s bio:
Began his financial services career in 1989 with A.G. Edwards & Sons, Inc.
Joined J.C. Bradford in 2000, which later merged with UBS.
In 2003, he founded his advisory firm as RIA/Fiduciary and ran it for 21 years.
Retired in July 2024.
He became the editor of his investment newsletter in 2004, managed by Phillips Investment Resources.
Featured speaker at the World Money Show (Orlando, FL), Las Vegas Money Show, and Atlantic City Money Show.
Appeared on InvestorPlace.com All-Star Roundtable panels with investment legends Louis Navellier, Richard Band, John Dessauer, and Toby Smith.
Before his financial career, he spent 8 years as a college baseball player and coach.
Played baseball at the University of South Alabama (for Eddie Stanky) and Auburn University (B.S.). In 2010, his son Wes was drafted by the Cincinnati Reds.
Coached baseball at Louisiana State University (M.S.) and U. of Kentucky.
As co-editor of Bill Cara’s Global Market Week In Review, John will assist in developing and summarizing our views on the 56 sections, which will cover close to 250 pages. Yes, this will be a weekly!
US Treasury/OFAC imposed fresh sanctions on Russian oil, two companies (Gazprom Neft and Surgutneftgas), 150+ oil tankers, two insurance companies and some individuals and traders.
Um…better for who? The banker? The acquirer? Certainly not the co needing a down round.
“Goldman’s Feldgoise Sees Better Environment for M&A in 2025”
https://youtu.be/0867AznqPCw
Goldman capital solutions group vs PJT partners. Who will do the best deals for their home team? $GS VS $PJT
This is what I call spin cycle. Let’s kill both and all 0dte calls and puts today. House wins
This recent strength in crude surprised a lot of ppl; since 19 Dec:
DVN +21%
CNQ +13%
HAL +8%
Refiners today as a group up 6%
PBF VLO MPC PSX
Setting some stops here and let it ride.
Where Is The US Dollar Index Going – Prepare For The CRE
Looks to support Bill’s views that we can look for a potentially significant correction to the US Stock Market in the future, and bodes well for physical silver, gold and eventually the miners.
Aduro Clean Technologies (ACT.ca)(ADUR) rings the NASDAQ closing bell on Friday.
Aduro founder/CEO Ofer Vicus never stops pursuing his objective. On Friday, he rings the closing bell at NASDAQ. His stock has risen 4x since he and I first met at a CEM conference in the Bahamas in 2022. Congratulations.
When I first met Ofer, he was helpful to me when I damaged the ligaments in both ankles after stupidly jumping from a ledge to a sand beach about four feet below. He made it. I didn’t. After returning home, I spent the next three weeks laid up.
In the last sentence, I remarked that possibilities for great success exist with some of the young companies I meet. Aduro seems to be on that path to inclusion in the Russell 2000.
WIR #1 has been e-mailed to people because it is too large a file to upload.
The file is 15 MB and 300 pages. If anybody wants a copy, send me a request at [email protected]. I seek constructive criticism to improve it over the remainder of this month. My goal is to have Issue #4 in proper shape.
This week, I will find the best way to post it on the billcara.com server.
For night owls…watch Japan for clues
https://www.investing.com/indices/japan-225-futures
Yen Carry Trade
Down a pct now. But it’s early
Now down 1.56%
Jamie Dimon preview of earnings for Wed?
“Cautiously pessimistic”
https://youtu.be/KmYJbGi2S7c
The Global Market Week In Review is now at 297 pages.
I spent my weekend formatting the report and not much time analyzing and writing the content. But I need to get it out tonight to get the feedback that will help me improve it.
It’s very long, but the navigation will help readers get through it fairly quickly. Some will spend ten minutes, and others will spend hours.
What the clever One from Nvidia didn’t tell you… Yeah,he talked about ‘ quantum computer’s ‘ but not about ‘ quantum communications ‘………. ” While both are crucial parts of quantum technology, quantum communication is generally considered more important currently because it offers a readily applicable solution to secure data transmission by leveraging the unique properties of quantum mechanics, whereas quantum computers are still in early development and face significant challenges before achieving widespread practical applications.
Key points to consider:
Immediate security benefits:
Quantum communication, particularly with Quantum Key Distribution (QKD), can provide near-unbreakable encryption, making it valuable for protecting sensitive data even against potential future quantum computer attacks.
Technological maturity:
Compared to quantum computers, quantum communication technologies are closer to real-world deployment with established protocols and working implementations.
Future reliance on quantum communication:
As quantum computing becomes more advanced, secure communication networks based on quantum principles will become essential to protect data from potential decryption threats.
However, quantum computers also hold significant potential:
Solving complex problems:
Quantum computers could tackle computationally intensive problems in fields like drug discovery, materials science, and financial modeling that are currently intractable for classical computers.
Long-term impact:
Once fully developed, quantum computers could revolutionize various industries and scientific research due to their exponentially faster processing power “.
….. Enter … Hologram Cloud Inc. and MicroCloud Holo Inc.
https://www.energy.gov/science/articles/creating-heart-quantum-computer-developing-qubits…my bet is wimi
Fascinating true story of The Big Short real fund managers…https://youtube.com/watch?v=t83JR5_GrFo&si=YHmGcRl2GH7Xmg66
My next purchase will likely be shares of Rio Tinto. I’d consider BHP if they didn’t have close to a 45 Billion judgement hanging over them. Regardless, waiting for Trump to settle in for a month or two before I do anything.
Ukraine says it has hit one of Russia’s largest oil refineries in a drone strike per CNN.
https://www.cnn.com/2025/01/11/europe/ukraine-drone-strike-russia-oil-refinery-intl-latam/index.html
Many refineries in US and also Europe being taken offline. Capacity will reduce; if supply drops and demand is steady or increasing, price has to rise Econ 101. Many names already at 52-wk lows; Valero, Phillips 66, PBF Energy, Sinclair are the bigger names in the US. Interesting situation.
1601 San Onofre Dr Pacific Palisades. Something doesn’t add up. $LAZR Luminar Technologies
https://www.notyouradvisor.com/p/1601-san-onofre-dr-pacific-palisades
The stock has gone from $500 in December 2020 to $7.40 USD today, that is a 98% loss. You would need exactly 6,556.76% increase gain to breakeven!
The stock market should not be used like this.
The chart doesn’t appear split adjusted – for the 1 for 15 reverse share split in November, 2024…
Lazar all-time high is $ 54.75 in February ( 12 th/ ) 2021
What is wrong with the chart? The stock is down 98% plus from lifetime peak. No? But that wasn’t even the point of the write up 🙂
29 years old. 730k salary. Buys 100m house. How? I know dentists that make more than him. Did he sell all his shares on spac IPO open?
Wall St enabled a CO that has no business to be public co to be public co. Mom and pop will never recover who bought lazr near highs and peak of hype.those were my points.
https://www.tradingview.com/symbols/NASDAQ-LAZR/
https://www.marketwatch.com/investing/stock/lazr
https://www.nasdaq.com/market-activity/stocks/lazr/advanced-charting
https://www.investing.com/equities/gores-metropoulos-inc-chart
The stock is down 98%. I am not imagining that
Yes it’s down a lot but the stock wasn’t $ 500… It was in the $ 50’s… The chart technicals are misleading ( not your fault,! )… Here’s a chart of Fuel Cell Inc..FCEL… it had a 1 for 30 split, also in in November, 2024… I know the high in 2022 wasn’t even in the $ 20.00’s because I owned it and had to fill out taxes for it that year !!!.. Go to the 3 year and you’ll see what I’m saying – that most charts don’t reflect a recent split…. https://www.barrons.com/market-data/stocks/fcel
NY, you do great work…. This story is EXACTLY why Sell Loss Rules must be strictly followed… IBD founder William O’Neil constantly pounded the table to adhere to strict Percentage Loss rules..
…We NEED to constantly discuss that topic on the blog
Ok..Here is an actual account of having Sell Rules… Friday I posted I had started a beginning position on NTLA… Within less than One hour I was down 5 %… I analyzed the situation and immediately Sold .. it cost me $ 700…. I saw DATS and it’s movement and I bought several thousand shares … By 12:00 noon I had profited 17X what I lost on NTLA… Sell when you know it’s necessary…. ‘ Hope ‘ and Pride get you nowhere…
On friday I did 20 trade and made $200,usually people make $200/day going to a work,
I sell it at movement of 10 cent or some time 5 cent with few thousand of the share, goal is to mke around $200
not thousand of dollars
one has to find what works for him and play
I have brought tew thousand of SOXL on friday, I think semi got sold out a lot–it has to bounce if not i have tight stop at $0.50 lower than what I paid.
keeping 80% in cash incase market correct some 20%
Most stock are down 8% since november, it may become 10% but a correction of 20% unlikely to happen in next six month, I am not an expert, everyone has opinion.
Uk, France,canada, Interest are moving higher, liberal welfare spending got them in trouble, they don’t see a way out, world is moving toward right and moving fast,USA is borrowing a lot and spending, we can do it- reason is world use $ as a reserve currency, if world stop using $ as a reserve currency we will collapse
Not much discussion needed. Memorize 👍
Maybe the best quote I’ve seen here was from basketguy.. ” Think like a Bot “… Omg … Yes… But sooooo much easier said than….. Leave hope at the front door, along with self and political biases.. have no favorites… Trade emotions without being emotional..Be open to others’ ideas….accept mistakes – quickly, very very quickly…Also, not only leave Pride at the front door, but bury it under the door mat…and realize that Now, every facet of the market is in constant rotation.. Realize the stock neither loves nor hates you…you can always buy back..It’s no sin to trade around a long position you may have taken….And when possible, try not to hold the majority of a trading position overnight or weekend… We can talk technicals if basketguy will join
With deepest respect for Bill and.blog, and a toss of the hat to Wall Street, I see 2025 and beyond as massively good years for the market – primarily due to AI… Newer, better, faster technology will drive growth sequentially higher for many years… Primarily, youth and young ideas will drive this growth.. as were the days of Jobs and Gates., etc… ..Some sectors may seem stagnant but will grow, just not as fast as others… I do think the coming environment will favor Traders…
Adapt and survive…
5 days ago
Print this
https://www.globenewswire.com/news-release/2024/11/22/2985996/0/en/Big-Boon-for-Drone-Manufacturers-as-Drone-Usage-for-Defense-and-Military-Operations-Surge.html
Drones are algorithmic….we trade algo’s every day…Think…and research ..
Americans are too prosperous. So no rate cuts for you! Episode 361 (Jan 10)
Main long holding was green today. And 25 charts for premium subscribers
Free Preview: 9 min
Full Episode: 25 min
https://www.notyouradvisor.com/p/americans-are-too-prosperous-so-no
The B.S. ‘analysts’ and ‘financial writers’ are starting to party.
It’s always amazing to me to see how accurate the rear-view mirror is on Wall Street.
These people spend the rest of their year spouting nonsense, touting crapola, and taking credit for their brilliance. Now that the market is changing and sinking, their stories are headlined with a ‘look at the mistakes the Fed, the government, and everybody else on Wall Street and in the market made this past year.’
So now these know-nothings are telling whomever will listen that they know what they don’t know, and will never know because they don’t understand market structures and dynamics.
You know the names. Wash, rinse, and repeat.
It takes a thick skin and hiding from the mirror to do what these people do.
But it’s all part of the game, eh?
A reminder that on December 4, I warned about what’s starting to happen now.
This is the December 4 article: https://billcara.com/help-you-invest/the-imminent-threat-of-a-market-crash/
Here’s the DeepMind Review of that article: https://soundcloud.com/alexei-de-quesada-pena/imminent-market-crash-by-bill-cara
Here’s the DeepMind Review of my unreleased new book, The Maverick’s Edge: https://drive.google.com/file/d/1mu8a1bfoev0nEPU8A8SwpXp677-eNMZ8/view
On Sunday, I will publish Issue #1 of my Global Market Week In Review.
The first three issues will be free because I am still developing the product. However, I have already received a terrific review from my co-editor, John Mugarian. I met John through the Cara Community, which began in 2004.
He wrote:
BTW, here’s John’s bio:
As co-editor of Bill Cara’s Global Market Week In Review, John will assist in developing and summarizing our views on the 56 sections, which will cover close to 250 pages. Yes, this will be a weekly!
The 10 yr is likely going to 5% and higher. The yen carry possibly at risk again
US Treasury/OFAC imposed fresh sanctions on Russian oil, two companies (Gazprom Neft and Surgutneftgas), 150+ oil tankers, two insurance companies and some individuals and traders.
Likely reason for crude going higher.
Crude +2.5%, producers mostly green but not seeing huge strength. DJ30, SPX and Nasdaq all off 1.5-2.0% probably weighing on shares.
Barrick flat as gold approaches 2700.
Silver quietly moving higher but not much excitement in the miners yet.