Latest Comments
- kaimu on Kaimu
- kaimu on Kaimu
- baz22 on Comment Section
- baz22 on Comment Section
- baz22 on Comment Section
- baz22 on Comment Section
- kaimu on Comment Section
- kaimu on Kaimu
- baz22 on Comment Section
- kaimu on Kaimu
Recent Posts
- Wall Street goes to Washington to speak for the people? LOL September 21, 2022
- Strive Asset Management shareholder letter to Chevron September 7, 2022
- Congress needs a complete overhaul of the Securities Acts of 1933 and 1934 August 30, 2022
- The seriousness of Conflicts of Interest in Financial Services August 29, 2022
- What is a Financial Advisor? June 10, 2022
- How my thinking differs from generally provided advice to investors and traders June 8, 2022
- Bill Cara Books to be available at Legible.com March 10, 2022
Aloha! PORTLAND REFUGEES MOVING TO TEXAS SEEKING LAW AND ORDER BUY FOOD NOW Sadly when you have very poor corrupt woke leadership in your city you have high crime and total lawlessness from prosecutors. Add in empty shelves, closed stores, high prices and all paid for by higher taxes that produces less educated future workers from corrupt public schools. Why pay property taxes for that? Just move! MORE FOOD I just bought more 25yr MRE food supply for my cousin who is moving here with her child from crime ridden Portland, OR. She lives in a suburb not far from… Read more »
Aloha!
FAKE A CRISIS THEN FAKE A SOLUTION
ELITES GET RICH
Thomas Sowell said this …
“If you allow the Government to break the law because of an emergency, they will always create an emergency to break the law.”
Then this …
“Create false crisis – suggest bad solutions to actually create crisis.”
Command and control top down “climate control” crisis defined!
How many solar panels did Puerto Rico need to install to neutralize that hurricane Fiona? How many EVs? How many pea protein burgers? Where’s the “science”?
LINK: https://www.youtube.com/watch?v=fzFWmWzi0JA
Aloha!
DOWN DAY FOR KAIMU OIL AND GAS WITH AVG -1.5%
EXCEPT TGLO AND GNE BIGGEST LOSER WAS CVX
WTI CRUDE -4.86%
Most of the weighting is CVX and XOM just like it is for the DRLL ETF. But I have two low caps added in that saved the average. Without the low caps there would have been a worse average loss. All holdings pay dividends except the two low caps TGLO and OIL(CS).
TGLO +11%
GNE +0.2%
SUN -2.9%
OIL -3.6%
EPD -4.1%
XOM -4.8%
CVX -6.3%
DRLL -5.8%
Aloha! LOTSA RED IN THE MORNING Across the board into commodities, except nat gas was up 1% then within a couple hours its now down 3%! Someone wants fossil fuels lower. How will that help “green” when it gets cheaper to fill up gasoline vehicles? One zone that is up higher today is electric rates in the EU! See my prior post. Will WTI CRUDE hold $75? Right now bumping on $80! Gold and silver getting hit and so is BTC and I am looking at $1620 support on gold. Down to 1650 now but turning around we’ll see if… Read more »
Aloha! USD pushing down comms all day! Only winner in the energy sector today was uranium +4.3% y-o-y! Coal is still up 134% y-o-y! Nat gas still up 33.3% y-o-y! What did I buy today? SAVA at $40, early am saw $39 but missed it. Added: TGLO +11% Vaultchain gold Vaultchain silver Commodities are still causing inflationary pressures while collapsing markets due to Fed rate increases are depressing growth. Question is how long can consumers hold on now that their credit card balances just got twice as expensive to service while wages and assets stagnate or decrease in value. How… Read more »
Aloha! ALL THE GREEN BASED CLIMATE BANKS BAIL FROM THE GFANZ IF YOU APPROVE OF ENERGY CHAOS THIS IS A SMALL LOSS! Don’t know GFANZ? Where ya been? If you drive an EV or own a solar panel bow to Glasgow your climate Mecca! So much anti-trust and climate cartel corruption throughout the West involving UN climate directives. Time to reign it in. It will never get reigned in by voting for democrats. Thats because davos owns the DNC. Davos is the climate cartel. My wish is for all the bank CEOs and management and the blackrock CEOs who colluded… Read more »
Aloha! GREEN IS DESTROYING THE EU Part of the reason the euro is crashing is the fact the EU economy mainly energy is in disaster mode. If you think the USD is strong now wait until S&P and Moodys downgrades EU countries like the five listed below with the huge electric mwh pricw fluctuations. How can you budget with a 400% weekly price increase? This is the crap energy sector biden and the democrats and the ESG King larry want for the USA. Like hillary said in 2016 after she lost … “R-E-S-I-S-T” Green! Look at Germany and see the… Read more »
Aloha Kaimu…. Would you have any insight into a microbiotech out of Australia called PVCT…. ?..looks kinda flimsy to me…. Thanks much
Aloha Baz! PVCT is not an ASX code. ASX codes are three letters/digits!
Provectus Bio(PVCT) is HQ Knoxville TB.
Aloha!
BIG MOVES TODAY
KAIMU IB +1.4%
KAIMU ET +3%
Mostly SAVA holdings which was up 36%. SAVA had some FDA clearance episode or the appearance of. Anyway shorts were covering all day long.
Also TGLO LNG holding up 25% today. Thats the Delfin Midstream holding.
Two others that boosted gains today were:
Royal Helium(RHC:TSXV) +7% New lithium field and helium combo at Climax properties
Be Metals(BME:TSXV) +30% Gold assays from property in Japan
DYODD
Aloha! US FED MEMBER JPM PAVING THE WAY FOR CBDC THANKS TO BTC Thank you BTC for freely handing a path to corrupt centralized CBDC money that will “unite” us all to governmental dictates. Good job being so “innovative”. The gatekeepers saw you lambs coming a thousand miles away! The US FED member banks like JPM must laugh every day over at the SEC offices. Its unreal that Jamie Dimon calls it all “ponzi schemes” but then calls the blockchain a great idea for CBDC so the big global banks can control your social behavior. How many millies and gen… Read more »
Aloha! LITHIUM BURNS SUPER HOT No amount of water puts out the fire. In Australia when a large Tesla storage battery caught fire it burned for four days. In a war setting one RPG could take out the electric grid for an entire region. It poses no radiation danger like a nuclear plant but there are highly toxic fumes in the atmosphere. A fire occurred within a Tesla Megapack at one of the largest batteries in the world in Australia’s Victoria state on Friday morning, CNBC confirmed. Australia’s Financial Review reported that the fire triggered a toxic smoke warning, and authorities instructed… Read more »
Aloha! WHAT HAPPENS TO POLLS WHEN YOU CAN ONLY POLL ONE PARTY? This stuff happens … Republicans and conservatives increasingly unwilling to talk to pollsters out of fear. By Robert Zimerman. Blacklists are back and the Democrats have got ’em: According to pollsters, the vicious almost slanderous attacks by President Biden against Republicans and conservatives — following decades of similar harsh language from Democrats nationwide — is causing these voters to increasingly refuse to talk to pollsters about their opinions.In a Twitter thread, Trafalgar Group chief pollster Robert C. Cahaly said that President Joe Biden’s recent attacks on so-called “MAGA Republicans”… Read more »
Aloha! FED RATE AT 4.6% IN 2023 The magic number is 4.6% not 3% or 5% but 4.6%! Here it is … The Federal Reserve hiked its key interest rate 75 basis points on Wednesday and signaled much more to come. Policymakers’ quarterly projections show the federal funds rate heading as high as 4.6% next year. The Dow Jones Industrial Average remained volatile, swinging lower then higher then lower again after the Fed meeting policy statement. Taylor Rule shows 6%! The Taylor Rule was used by the US Fed to set rates during the Greenspan days. If the magic number… Read more »
Aloha!
BACK WHEN ALL SHELVES WERE ALWAYS FULL
HOW IS WHAT WE HAVE NOW “PROGRESS”?
When manufacturing jobs in the USA were at 19mil and now only 12mil. When you could buy a house for $12,000 and a new car for $4,000. Back then we could afford a 17% car loan. We had a much more resilient economy because government debt was evil, now government debt is worshipped!
LINK: https://www.youtube.com/watch?v=SoJFPa3wfJ0
Aloha! BIDEN UN SPEECH LEAVES OUT PUTIN GREEN LIGHT TO INVADE UKRAINE When CNN dislikes biden he has a problem! Back in Feb this year before putin invaded biden gave this speech that even CNN condemned. Biden essentially gave putin a “green light” to invade so long as it was just a “small invasion”. Fast forward and now biden is at the UN. He is now trying to convince the UN that he has been instrumental in Ukraine success. He is even now at the UN talking about “climate change”. Why? And who cares its all too late. He thinks… Read more »
Aloha! BIG WEDNESDAY! THE FED WAVE 75 OR 100? Whatever! Its all tied to DEBT DESTROYS! Way back in 1978 there was a surfing movie called BIG WEDNESDAY. The book the movie was based on was written by a friend of mine who surfed Malibu back in the day. He reissued the book last year and sent me a signed copy. Mahalo nui loa Denny! Ominous waves and an ominous US Fed. You can die surfing big waves and many have and it turns out the US Fed also has life or death consequences. I believe the US Fed is… Read more »
Aloha! GOOD DAY OVERALL EVEN WITH THE DOW BLOOD LOOK AT GOLD AND SILVER BELOW KAIMU IB +1.4% KAIMU ETRADE +0.3% A lot because of a few stock picks. Buying dips when I can. The last market standing in the 1920s rout even in Germany was stocks of large cap hard asset companies and gold and silver mining ops. Consider which companies survived WW1 and WW2 and now the pandemic. BIO SAVA +28% CYBN +3% APN(TSXV) +9% COMM IPX +2% GNE +1% Most of my weighting hits those stocks. SAVA and APN and IPX. New mining play I bought on… Read more »
Oops I did a typo for APN. It should be AGN not APN! The Canadian Stock is AGN and the US listing is AGNPF.
Aloha! RECESSION OR NOT? SEE CHART BELOW According to the WH not before an election, but by 2008 standards we’re past a recession and heading to a middle class crash. Measuring the simple data points of disposable income vs household debt we see a gap bigger than the one in 2008, which was then called a recession. Nearly the same US Fed rates except this time the US Fed has 40 year high inflation to consider. That sounds worse. Stagflation is worse. No economic growth but long term sustained inflation. Government spending and taxation causes both data points to expand… Read more »
Aloha! FED UP 75BP OR 100BP OR 10BP THE END IS THE SAME THE CAKE IS BAKED Den of thieves indeed! I do not need a crystal ball to see where this is all going. Its the same rinse and repeat job from obama. See the chart below from Stanford Economic One I posted here back in 2016. Thats your road map to a long slow and very painful recovery if there is a recovery. Let me explain the mistakes being designed for the middle class by the current one party rule that will make davos billionaires richer. Hard to… Read more »
Aloha! WHEN SCIENCE IS NOT SCIENCE YOU GET THE WEATHER CHANNEL MAGNETIC NORTH TAKES A SUDEN SHIFT AWAY FROM CANADA Whatever fits the climate narrative is always broadcast the loudest. Little things like solar spots and magnetic north resulting in higher tectonic activity is always ignored. Reimagine real science that did not hype how hot it was last week in Vegas! Or how happy they are to see an actual hurricane in Puerto Rico after waiting four months of zero activity in the Gulf to sell solar panel magic. How many solar panels does it take to control the Sun… Read more »
Aloha! HUGE 7.2 EARTHQUAKE HITS TAIWAN MAKING THREE IN A ROW IN A WEEK TSUNAMI ISSUED SEE BELOW God bless those who live there. Take care. For those who live in earthquake prone zones be prepared and buy portable food with more than 20 year shelf life. Have all survival stuff in one place ready to put in a car or walk with. Be prepared. How much can biden spend to save Taiwan Semi-Conductor? This should have been a clue to the davos globalists back in 1999 when a quake there killed 2,000! When this happens it should show that… Read more »
When I see this Taiwan stuff I wonder what would happen if an earthquake hit SoCal and took out two of the largest ports in the USA. Then I think of dominos and I think how in the hell did we get so messed up? Then I remember … We have biden running our “emergency” oil reserves down to half what it was when Trump filled it up so biden can get more democrats elected in November. He has his FBI, the one from Hoover days and the new FBI(FaceBook Insurrection) working over time to re-elect the unelectable … any… Read more »
Aloha! THE LOS ANGELES POLICE DEPT(LAPD) OPENS A PRECINCT IN BEIJING When I first read this I thought I was dreaming. It does seem unreal at first. Wow, who knew xi and the ccp would ever let the LAPD open an office. According to the LAPD the office in Beijing would only be policing Americans who either live in China or are visiting. The entire cost to police would be paid for by the State of California and the ccp would have no costs. Free policing along with training and coordinating with Chinese police. Since police are not needed in… Read more »
Aloha! ANY OF THESE SIX COULD END CLIMATE CHANGE IN THE USA GREEN TAKES FUNDING FROM FEMA VOLCANIC ERUPTIONS are not man-made! Diverting taxpayer funds to build more teslas and make FLSR shareholders rich leaves nothing for FEMA. Like depleting the strategic oil reserves to get democrats elected in November. Volcanos devastate everything the lava touches. Reimagine a 30ft high wall of lava headed for your city. You lose everything and nothing can be restored unlike a hurricane where you can rebuild afterwards. Madam Pele is one dangerous Hawaiian Goddess. Pele has no time for human Paris Agreements and neither… Read more »
Aloha! WHEN WE IGNORE ATROCITIES THE MV SYNDROME The open US border has been an atrocity since 2021. People are dying there drowning in the river. They are dying along the road from Panama to Mexico by the thousands. They are dying as sex slaves and drug mules once they cross the US border. Every person and everything the cartels touch or do is an atrocity. No different than the nazi’s at Dachau. DEATHS AT THE US BORDER SINCE 2021 = 1,207 2021=557 2022=650 The above does not count the 72,000 missing in Mexico nor the 8,500 deaths that governments… Read more »
Aloha! NFIB REPORTS SMALL BUSINESS IS CRUMBLING BEFORE BIDEN’S EYES AUGUST NFIB REPORT SHOWS BIG CRACKS If the US small business sector fails then we all become peasants and dependents of the BIG GOVERNMENT largess. Nobody wants that other than davos and democrats in power now. NFIB OPTIMISM INDEX AT 91.8 POINTS This makes eight straight months below the 48 year average of 98 points. To put that failure into perspective the first three years of the Trump presidency the NFIB was above 100 until the pandemic hit. Before you blame biden’s failures on the pandemic the NFIB was under… Read more »
Aloha! CRIME AND PUNISHMENT DOSTOEVSKY VS BETO First off a quote not from beto or soros, but Fyodor. For those with lesser experience Dostoevsky wrote a book name CRIME AND PUNISHMENT. George Orwell also wrote a book he named DOWN AND OUT IN PARIS AND LONDON, thinking he might want to be a communist. “A man who lies to himself, and believes his own lies, becomes unable to recognize truth, either in himself or in anyone else, and he ends up losing respect for himself and for others. When he has no respect for anyone, he can no longer love,… Read more »