03-MARCH 25-2022

March '22 BusinessGood morning.
One of the best investment opportunities today might just be found in your couch cushions.  That’s because the price of nickel, the metal, has been soaring.  That means that the nickel content of a nickel, the coin, is now worth more than double its face value of five cents.
Sure, there’s the obvious joke that the government can lose money literally producing money, but nickel is useful in a variety of high-tech applications such as electric vehicles.  While the London Metals Exchange has limited trading in the metal in recent days to try and walk back the recent explosion in price, markets can only be tamped down for so long.  The exchange has seen trading days where the price has hit its limit going up and going down.
For years, some traders have talked about hoarding nickels to melt them down, but the better play here might be in nickel-producing commodity companies, which should benefit over the long term, even if daily price volatility in the metal settles down.

Now here’s the rest of the news:

Socialist Bureaucrats Exposed… They Are Making The Inflation Problem 10x Worse
With inflation at a 40-year high, it is the topic on everyone’s mind.  US core inflation has reached 7.5 percent year over year, and the prices of certain goods, such as used cars and steak, are up as much as 50 percent over the past year.  This is a big threat… [Read Here]

March 25, 2021

ComplianceGood morning.
Both Fed Chairman Jerome Powell and Treasury Secretary Janet Yellen testified before the Senate this week.  Both of them generally told the same story – that the economy was recovering, but still needed some additional measures to stay the course.
Where did the stories converge?  Mostly on policy issues going forward.  The Fed Chairman dismissed inflation concerns, despite rising bond yields (and rising home and food prices).  Yellen pointed to future infrastructure and tax issues ahead.  Markets remain near all-time highs, but have certainly been ruffled in recent weeks.  One year into the pandemic lockdowns, have policymakers hit the mark?  Or are they setting us up for another crisis?

One year into the pandemic lockdowns, have policymakers hit the mark?  Or are they setting us up for another crisis?

Hit reply and share your thoughts.

Now here’s the rest of the news:

After $1.9 Trillion Spending Hike, Biden Is Planning $3 Trillion in New Spending –Eric Boehm, Reason
In the 11 days since President Biden signed a $1.9 trillion spending bill, the White House is planning an even bigger spending package.  This time with tax increases too! [Read Here]

How a Small Rise in Bond Yields May Create a Financial Crisis –Daniel Lacalle
A 2% yield in the US 10-year bond could lead the Nasdaq to fall 20%, and with it the entire stock market globally.  That’s why bond yields scare policy makers so much… [Read Here]

March 25, 2020

Island Paradise
He finally had time to develop a marketing plan.

Good morning.

“What goes down, must come up … at least for a little while!”

It was good to see a nice a day where the market opened higher and was able to rally throughout the day and finish at the high of session.
It’s the first time we’ve seen that since the drop on March 5.  While the first bullish challenge proved successful, the next challenge is to put together two consecutive up days.
It’s really weird to even suggest that is a challenge for the market, but these are the times we live in.  If a stimulus deal is reached tomorrow, or scheduled, along with what has already been announced by the Fed, it better be able to accomplish that.

“It’s a war,” says President Donald Trump of his efforts to contain the coronavirus pandemic, and likening his role to that of “wartime president.”  (Those days of over a trillion-dollar government budget deficit — those might seem like the good old days, when this “war” is over.)

March 25, 2019

Bird Box Blindness — not sure it’s quite a Syndrome yet!

In case you’ve missed the craziness about the movie “Bird Box,“ video streaming giant Netflix describes its recently launched horror movie below:

When a mysterious force decimates the population, only one thing is sure — if you see it, you die.  The survivors must now avoid coming face to face with an entity that takes the form of their worst fears.  Searching for hope and a new beginning, a woman and her children embark on a dangerous journey through the woods and down a river to find the one place that may offer sanctuary.  To make it, they’ll have to cover their eyes from the evil that chases them — and complete the trip blindfolded.

Yikes!  Sounds almost as scary as any government shutdown.

Enthusiastic viewers thought navigating difficult tasks while blindfolded looked exciting and started a reckless challenge.  The challenge takes the core concept of “Bird Box” — wearing a blindfold at all times while wandering around outside and then posting the ridiculous (and often quite dangerous) videos on YouTube.

After a host of car accidents & personal injury reports, Netflix found it necessary to advise viewers to NOT partake
Hanging Bird Box Housein a potentially dangerous online challenge inspired by its original horror film.

And while driving a car or walking across the street blindfolded is just straight dumb, some investors might find themselves equally blind when looking for clues from economic data that might not be provided due to the government hoopla.  (caution is advised…)

These are the only “Bird Boxes” I’ll be building … leaving the investing fortunes for another day!  😉

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Come From Aways, Do You?

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