Cara Community

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In our community we students of the market openly discuss our various market insights and thoughtful opinions in support of a wider understanding of price behavior. Join us and share your thoughts!

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goldbug58
goldbug58
May 17, 2022 1:48 pm

Copper miners coming back today; Copper Mountain +20%; my 3 holdings First Quantum, Anglo, and Ero Copper. Holding Barrick and added small positions in Kinross and Hecla Mining last week; energy, holding Total; “Buffett” stocks, GM and T; “greens”, holding Plug Power and Bloom Energy; still overweight cash at just under 40% right now.

baz22
baz22
May 17, 2022 11:45 am

Moderna …. I’m betting they will have best/fastest in class… China needs to get it’s orders in…

Last edited 19 hours ago by baz22
baz22
baz22
May 16, 2022 7:25 pm

As the COVID variants shift into hyper speed, do we focus on treatment or prevention…?…. https://www.forbes.com/sites/brucelee/2022/05/16/european-cdc-calls-omicron-ba4-ba5-covid-19-variants-of-concern/

BillCara
BillCara
Reply to  baz22
May 16, 2022 8:00 pm

Since 75% of deaths were persons over 65 including 25% over 85, it’s obvious that older people’s health was already a problem. I’d say if science can treat the effects so there is less stress on other health problems, many more people would survive. Since there is always a next variant, it might take decades to prevent it. Protocols will only serve to divide society to a greater extent, and is an instrument of political movements that society is tired of. So I’d vote to spend funds on treatment.

baz22
baz22
Reply to  BillCara
May 16, 2022 8:02 pm

Excellent perspective…

BillCara
BillCara
Reply to  baz22
May 16, 2022 9:18 pm

Just one person’s view…

baz22
baz22
Reply to  baz22
May 17, 2022 11:40 am

Bands are getting tight.. 11:39 am

Last edited 19 hours ago by baz22
baz22
baz22
Reply to  Bill Cara
May 16, 2022 5:07 pm

Excellent company, unique, patented approach. -‘ chRDNA ‘.. Also helps to have the 2020 Science/Chemistry Nobel Prize winner as a founder and Board member ( Jennifer Doudna )..!…. * She also co-founded Intellia and early, early on was one of five founders of Editas….. https://finance.yahoo.com/news/caribou-biosciences-presents-data-mechanism-200500524.html

Last edited 1 day ago by baz22
baz22
baz22
Reply to  baz22
May 16, 2022 5:24 pm

I will point out Jennifer’s now, arch-rival ( Feng Zhang, co – founder of BEAM/EDIT and lawsuit rival ‘ The Broad Institute ‘) rode his Beam Therapeutics Crisper ‘ Base Editing ‘ approach to over $ 100 last year…!!.. What the news rarely printed is that as precise as Base Editing is, it is quite limited in gene editing work… Apparently, Dr. Doudna and her talented team at Caribou can use chRDNA in many more applications….

Last edited 1 day ago by baz22
baz22
baz22
May 16, 2022 1:31 pm

I’ll never give up hope on biotech, for sure… Hardheaded..?…. Maybe… But till my choices prove me totally wrong, I will always hang around to try to restart at certain points of time regarding financing, clinicals and news… Restarting SBFM soon ( I hope )..

Reply to  baz22
May 16, 2022 4:11 pm

Baz! Good deal. I think bios have a place and will always be in demand. These companies can turn on a dime and the dime can be totally fake cardboard. These damn law firms that work with vulture funds are the worst. I don’t get why the SEC is so lame.

Back to the thesis I play by … have more winners than losers! lol!

baz22
baz22
Reply to  baz22
May 16, 2022 2:46 pm

Did just add another small bit of Twtr..

Last edited 1 day ago by baz22
goldbug58
goldbug58
May 16, 2022 11:06 am

Not much for buying falling knives but Ero Copper looked stupid cheap last week near $10 a shr so I grabbed some. Q1 Non-GAAP was $0.36 on $108.9 Rev. Produced 9,784 tons at cash cost of $1.31/pound; has three mines in Brazil.

baz22
baz22
May 14, 2022 9:43 pm

Been thinking about crypto as the perfect trading vehicle… That , as we have witnessed over the past nine months the absolute destruction of high quality growth companies, ‘ explained ‘ by powers that be as a reaction to war, inflation, leadership, COVID, border crossing, etc., , thus affecting, ( where it all ultimately comes home ) the bottom line… But what if there is no ‘ bottom line ‘ ?…. No production quotas, no group healthcare to fret over, no layoffs/hiring concerns, no CEO, CFO, UFO ( ! ) worries…No board meetings…. Nothing but the object(s) which we, as… Read more »

Last edited 3 days ago by baz22
baz22
baz22
Reply to  Bill Cara
May 15, 2022 7:19 am

True . The original wallets have remained constant… I doubt this will change for awhile… as comptroller’s, I am thinking it still comes down to pure trading because the rules are set ( per production, or reward, origination thru mining ) and the finite number of coins, 21 million, will not be reached for another one hundred years… Who sells or ‘ hodls ‘ will be a personal choice… Certainly that will be based on price per coin and economics that affect each individual differently….. https://learn.bybit.com/crypto/who-owns-the-most-bitcoin/

Last edited 2 days ago by baz22
baz22
baz22
Reply to  baz22
May 14, 2022 10:27 pm

https://finance.yahoo.com/news/bitcoin-whales-exiting-network-btc-175104773.html…… eventually, individual , non-commercial traders will be a majority…

Last edited 3 days ago by baz22
Reply to  baz22
May 15, 2022 7:14 am

Baz yes I get it. My pal Mark Cuban is busy too. I think he tells broke crypto Robinhooders, “This is a new asset class so there are still kinks that need to be worked out!” Great Mark can you pay my student loan til that happens?

How much of crypto is financed by debt? Visa? Mastercard?

Where is any FBI or Interpol investigation? SEC? Where do crypto peeps go to file claims? Where is that law firm? If SAVA sneezes there is a class action law firm gumming up my news feed.

BillCara
BillCara
Reply to  kaimu
May 15, 2022 10:52 pm

Kaimu

I hope you listen to Cuban.

Reply to  BillCara
May 15, 2022 11:51 pm

Lol! The sad thing about crypto is if Mark and Elon got together and agreed to each say something negative about crypto one day apart BTC would be at $20k by the end of next week! Mark on Tuesday: “I declare no crypto payments are allowed for any of Cuban company services!” Elon on Wednesday: “Tesla no longer accepts crypto as payment!” They both buy at $20k and then reverse their view once they loaded up at $20k! Imagine if Mark and Elon could have the same effect with a USD. Nobody would hold a USD. In fact that’s the… Read more »

baz22
baz22
Reply to  kaimu
May 15, 2022 9:38 pm

I don’t know what to say….. Maybe nothing makes sense anymore…. Lately, I have seen tragic deaths of many birds…Far more than I have ever seen in all my time on this earth…. Over the years I have come to believe birds and angles were one and the same…. I just wonder… a lot..

Last edited 2 days ago by baz22
Reply to  baz22
May 15, 2022 10:21 pm

Baz, yep too bad more people do not believe in spirituality! If angels were birds then there’d be a lot less Chick-Fil-As! I find it very odd that the Prof of Emeritus at Univ of Manitoba who has written forty books on technical innovation and risk assessment and public policy wrote this in Time magazine last Thursday … Four materials rank highest on the scale of necessity, forming what I have called the four pillars of modern civilization: cement, steel, plastics, and ammonia are needed in larger quantities than are other essential inputs. The world now produces annually about 4.5… Read more »

baz22
baz22
Reply to  baz22
May 15, 2022 10:05 pm

I do look for BTC $ 36, 300 by this coming Friday evening…. The decoupling ( from market indexes ) could occur with the next major COVID wave in September..

Last edited 2 days ago by baz22
BillCara
BillCara
Reply to  baz22
May 15, 2022 10:45 pm

While writing another lesson in my book manuscript this weekend, I spent a couple of hours trying to explain my take on the popularity of crypto. I decided to frame it as the latest instrument of countermovement, something along the lines of the internet 25 years ago, which led to social media. Ultimately the ‘system’ took control of social media as it did earlier with the internet. Twitter got rid of Trump because he was a threat to the establishment. Now Musk sees the need for him to step into the fight — he will acquire Twitter when he gets… Read more »

baz22
baz22
Reply to  BillCara
May 15, 2022 10:48 pm

Thank you Bill..

baz22
baz22
Reply to  baz22
May 15, 2022 10:35 pm

Like Bill, I do not own BTC or ETH ( or any crypto )…. Never have.. my crypto fascination has been captured by the ‘ miners ‘… My imagination has been won over by the crypto…

Last edited 2 days ago by baz22
baz22
baz22
May 13, 2022 3:03 pm

Restarted TWTR… Much more than $ 1 billion if Musk walks… Thinking he’s wanting $ 50…. Still could be two others that might enter between $ 51 and $ 54….. Did add a little more Veru…

Last edited 4 days ago by baz22
baz22
baz22
Reply to  baz22
May 13, 2022 7:13 pm

Imho, Veru could run to $ 20’s real soon ( next week )….. Remember, this is a Pill…. Transportation and storage anywhere in the world… COVID and All Variants.. Moderate to Severe.. . FDA says comfortable with safety and efficacy.. * Pfizer is only for Mild, early stage COVID..

Last edited 4 days ago by baz22
goldbug58
goldbug58
May 13, 2022 1:00 pm

No position but not sure why Argonaut Gold ARNGF is so hated; 56,000 GEOs sold in Q1, company is profitable, guiding for 200k-230k oz. in 2022; yes, AISC was higher, and cost to build the Magino mine has increased, still, selling for a buck a share.

BillCara
BillCara
Reply to  goldbug58
May 13, 2022 1:12 pm

Google IKN and Argonaut Gold and you can read Mark Turner’s take on things

dave.raj09@yahoo.com
May 13, 2022 11:10 am

most I brought this week got stop out and lost $1500
I am 100% in cash
I did go back to PAAS,GOLD,FCX,WPM,HBM and NEWP,RIO where I made most money in two year which I lost in BIO
this the area Bill is expert and I am comfortable with.
My total loose now is $4000. has 60K cash to play with.
Thanks bill for providing platform for people like me to pass time, enjoy and learn at age 73

dave.raj09@yahoo.com
May 13, 2022 10:49 am

ProShares UltraPro Short QQQ- SQQQ: 1 year -17% ProShares UltraPro QQQ-TQQQ: 1 Year -31%if one buy either one -one will loose.
why are these ETF is there?
when I look at Orders by Fidelity Customers , these ETF are at top 10 almost daily
I have hard time understand, who is buying these and for what purpose unless it is for day trade?

Last edited 4 days ago by [email protected]
dave.raj09@yahoo.com
Reply to  Bill Cara
May 13, 2022 12:18 pm

Way back, I think it was 1985 when 401K was approved by congress, Peter Lynch came to our company to promote fidelity Megallion fund (I live near boson)
At that time my company suspended pension plan and started 401K ( my memory is little fussy)
ever since I have account at fidelity, Two year ago I try to log in first time in 20 Year at fidelity. later on I will send you private email listing fund I have in my account
Now i do have little less than million

Last edited 4 days ago by [email protected]
Reply to  Bill Cara
May 13, 2022 11:17 am

Yep, I get it! We got it in 2000 when the Tech Crash hit. Remember what the CNBC guys called the Tech Bubble? The “new paradigm”!