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A weekly investment podcast showing you how to make money in up AND DOWN markets.
Episodes
Wednesday Nov 23, 2022
Wednesday Nov 23, 2022
Today I show you how to buy/own/sell stocks/ETF’s dispassionately. Peter Lynch’s know what you own advice, often does not work! $TSLA Tesla $COIN Coinbase #Bitcoin $AMC AMC Entertainment
Mailbag—I answer questions about $ARKK/Ark Innovation $DIS Disney $LYV Live Nation, value in blue chips down 25%+, inflation impact on investing, #FTX update, crypto FOMO has become GMFO!
Bakes/SMA Portfolio—Up 3.26% vs. DOWN SPY 16.91%. 33% cash
Much Needed Levity:
John Pinette - I dont do ups
https://www.youtube.com/watch?v=0q6Gc23ZtPA
Show Reference Links:
Web: https://stockmarketauthority.com/
YT: https://www.youtube.com/channel/UCQHszyBxraCznpQfuFK4NUQ
TikTok: https://www.tiktok.com/@stockmarketauthority
Twitter: https://twitter.com/BakesTakes_
LinkedIn: https://www.linkedin.com/in/kevin-r-baker/
IG: https://www.instagram.com/stockmarketauthority/
FB: https://www.facebook.com/stockmarketauthority
Reddit: https://www.reddit.com/user/bakes72
Join us as we go LIVE every Wednesday at 10am from the Studio 21 Podcast Café in Salem NH
#stockmarketauthority
#Investment
#StockMarket
#UpMarket
#DownMarket
#BuyingStocks
#SellingStocks
#BakesTakes_
#uranium
#URNM
#shortSPACS
#finance
#money
#trading
#technicalanalysis
#charts
#business
#investing
#stockmarket
#wealth
#markets
#WallStreetBets
#Robinhood
#WeBull
#Sharescoops
#GusChristensen
#M1
#SOGU
#RobbieWhelan
#KevinPaffrath
#MeetKevin
#RoseHan
#CaseyAdams
#MarkoZlatic
#WhiteboardFinance
#DailyTrader
#ScottGalloway
#bitcoin
#crypto
#ethereum
#stockmarketauthority
#ETFS
#buystocks
#sellstocks
Wednesday Nov 16, 2022
Wednesday Nov 16, 2022
Today we talk about crypto/FTX and never losing a lot of money in the market!
Mailbag—What to do with your crypto? Fintechs, personal finance questions
Bakes/SMA Portfolio—Last week’s changes, future opportunities
Much Needed Levity
Gary Gulman on Anti-Semitism
https://www.youtube.com/watch?v=eRjOSjsON-8
Show Reference Links:
Out of GBTC/ bitcoin for now: https://www.youtube.com/watch?v=FNuKVkSS40U&t=5s
Dogecoin : https://www.youtube.com/watch?v=MBe9Nq41T_o&t=1s
Please Check Out Stock Market Authority:
Web: https://stockmarketauthority.com/
YT: https://www.youtube.com/channel/UCQHszyBxraCznpQfuFK4NUQ
FB: https://www.facebook.com/stockmarketauthority
Podbean: https://bakestakespodcast.podbean.com/
Join us as we go LIVE every Tuesday at 10am from the Studio 21 Podcast Café in Salem NH
#stockmarketauthority
#Investment
#StockMarket
#UpMarket
#DownMarket
#BuyingStocks
#SellingStocks
#BakesTakes_
#uranium
#URNM
#shortSPACS
#finance
#money
#trading
#technicalanalysis
#charts
#business
#investing
#stockmarket
#wealth
#markets
#WallStreetBets
#Robinhood
#WeBull
#Sharescoops
#GusChristensen
#M1
#SOGU
#RobbieWhelan
#KevinPaffrath
#MeetKevin
#RoseHan
#CaseyAdams
#MarkoZlatic
#WhiteboardFinance
#DailyTrader
#ScottGalloway
#bitcoin
#crypto
#ethereum
#stockmarketauthority
#ETFS
#buystocks
#sellstocks
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
Today im going to teach you how you can crush the stock market pros, we talk about Tesla’s stock going down and im going to share with you just how I am making money in a down market.
Show Reference Links:
Jim Gaffigan Clip: https://www.youtube.com/watch?v=AHWlYeACfTc
Please Check Out Stock Market Authority:
Web: https://stockmarketauthority.com/
YT: https://www.youtube.com/channel/UCQHszyBxraCznpQfuFK4NUQ
FB: https://www.facebook.com/stockmarketauthority
Podbean: https://bakestakespodcast.podbean.com/
Join us as we go LIVE every Wednesday at 10am from the Studio 21 Podcast Café in Salem NH
#stockmarketauthority
#Investment
#StockMarket
#UpMarket
#DownMarket
#BuyingStocks
#SellingStocks
#BakesTakes_
#uranium
#URNM
#shortSPACS
#finance
#money
#trading
#technicalanalysis
#charts
#business
#investing
#stockmarket
#wealth
#markets
#WallStreetBets
#Robinhood
#WeBull
#Sharescoops
#GusChristensen
#M1
#SOGU
#RobbieWhelan
#KevinPaffrath
#MeetKevin
#RoseHan
#CaseyAdams
#MarkoZlatic
#WhiteboardFinance
#DailyTrader
#ScottGalloway
#bitcoin
#crypto
#ethereum
#stockmarketauthority
#ETFS
#buystocks
#sellstocks
Wednesday Nov 02, 2022
Wednesday Nov 02, 2022
In this episode I show that your stocks don’t care about politics. Stocks drive elections not vice versa.
I answer your questions about URNM/Uranium, SOFI/Sofi and other topics from the Mailbag.
I show you how we are making money in this DOWN market.
Last, I end on a high note.
Check Out Stock Market Authority:
FB: https://www.facebook.com/stockmarketauthority
YT: https://www.youtube.com/c/StockMarketAcademyPodcast
Podbean: https://bakestakespodcast.podbean.com/
Join us as we go LIVE every Wednesday at 10am from the Studio 21 Podcast Café in Salem NH
#stockmarketauthority
#Investment
#Stock Market
#Up Market
#Down Market
#Buying Stocks
#Selling Stocks
#BakesTakes_
#uranium
#URNM
#shortSPACS
#finance
#money
#trading
#technicalanalysis
#charts
#business
#investing
#stockmarket
#wealth
#markets
#WallStreetBets
#Robinhood
#WeBull
#Sharescoops
#GusChristensen
#M1
#SOGU
#RobbieWhelan
#KevinPaffrath
#MeetKevin
#RoseHan
#CaseyAdams
#MarkoZlatic
#WhiteboardFinance
#DailyTrader
#ScottGalloway
#bitcoin
#crypto
#ethereum
#stockmarketauthority
#ETFS
#buystocks
#sellstocks
Friday Nov 26, 2021
Friday Nov 26, 2021
1:55 Thank you especially Charlie, Justin, Murph. 2:07 Text like I send to my sons. 610-331-4283. 2:37 Not investment advice. Please conduct, and share, your own due diligence. Bakes’ Take—Fan Mail! Calls! Questions! 2:52 Basil A., $MP 4:53 Bakes’ Take—Hold for now, execute my sell discipline if future short reports or anything else triggers it. 200 dma $34.79 now. $RIG 6:48 RIG—2008 163 peak, so old chart doesn’t cover time I owned it. 10/30/20 65 CENTS! Certain analysts at peak and shortly thereafter declared sound fundamentals. 7:52 Bakes’ Take—Wait for RIG to break out. The stock will tell you/us if revenue and eps upside is coming. No need to anticipate. 9:54 OIH ETF—Oil services in general. E&P’s won’t expand capex until stock goes up, Jeff Currie. Thus, this mediocre chart, market response. 10:46 Perspective. ’08 $1524 down to $66 last year. Stocks go down too. 11:10 More perspective. ’08 $170+. 20 to $80 last 12 months. Energy service stocks don’t care yet. 11:45 Bakes’ Take—Too soon for oil service. 11:54 From recent show. Murph—Big down volume a warning sign. Still respecting 200 dma 434.54 now. Feels, looks tired. 12:22 Bakes’ Take—NVDA, AMD, earnings reports will tell us if enough to keep bull going. I doubt it, but hold this winner for now. 12:43 $463 to $531, +14% plus. 12:58 Murph text NVDA is a beast! $200 to $300 50% in a month! Makes up for INTC. From recent show… $DKNG--$46 to $39, -15%. Earnings didn’t drive stock up, what will? From recent show… 15:17 SQ--$248 to $237 not much, but clearly rolling over 15:26 PTON--$101.79. $96.70, $118.10, $105.53 avg. $55.64 now. If your fundamental work gets you out at $150 peak, great. But if not $105 beats $55. Caveat—Scott Galloway has espoused AAPL buying them, about the only event that makes stock go up meaningfully, tax loss selling also weighing. 16:22 $PTON--$37 to $150, $86 to $55 one day -35%. $68 to $80 is now resistance, any time close to that range lot of selling coming. 16:52 PTON $54 BUT…Good example for Bakes’ Takes+--I will monitor your stocks/ETF’s alert you of buy and sell points. I will help you lock in profits and AVOID LOSSES. What else would you like? 17:22 Charlie S.--Fidelity Trend 17:49 Fidelity Founders 18:01 Bakes’ Takes—HOLD both, expensive leaders but still working! If long term retirement money ignore. If more speculative additional investments, watch the moving averages and my sell discipline. 18:29 Bakes’ Takes—My Themes/Groups 18:35 !WIIW! 19:28 +18%, no 15% losers. URNM 213% since 7/25/20, +123% ytd 20:23 Murph—$URNM, $TAGS 20:21 $URNM 21:57 $TAGS 22:29 Bakes’ Take—Hold URNM, TAGS $SPY Volume concern, wary bull 23:36 Bakes’ Take—My hedge fund. Yours? Stocks do go down. Make you money in up AND DOWN markets. Most of you haven’t seen. Please refer friends and stay tuned. Bakes’ Takes—WSB 24:45 $177.51 200 dma, volume picks up on up days. Fundamentals don’t matter. 25:12 Bakes’ Take—Hold GME for now, be ready to sell 1/3. Bakes’ Take—Podcasts of the Week! https://podcasts.apple.com/us/podcast/ges-three-way-split-facebook-scraps-sensitive-ad-targeting/id1073226719?i=1000541591771 25:52 Pivot, Prof G--20 minutes, AAPL, NKE buys PTON, SQ buys TWTR becomes BABA https://podcasts.apple.com/us/podcast/e55-valuing-crypto-projects-rivian-worth-$100b-inflation/id1502871393?i=1000541677029 26:47 All-in, 10 minutes Chamath, Bezos, Musk, selling. 1:06 China Taiwan. Bakes’ Take—Reporters of the Week! Bloomberg Green—Dan Murtaugh, Krystal Chia 30:52 Business Insider, Donny Kwok, Anne Marie Roan Tree Reuters Josh Horwitz, Brenda Goh 31:28 Business Insider—Huileng Tan 39:29 Bakes’ Take—It was Evergrande only. Now Kaisa, Country Garden, Vanke. Contagion indeed. 33:20 James Mackintosh, WSJ—Inflation has broken up through prior resistance. Trends tend to persist. James is right. 34:02 Bakes’ Take—Market presents inflation winners. Don’t need to guess ahead of time. 34:31 Bakes’ Take—Charts/Tweets/Posts of the Week! 34:45 James Bianco, AIV beat TSLA? Good news priced in? 35:25 If US rates, do anything like this, +1.7%, gray swan! 36:25 Bakes’ Takes—Consider what’s priced in? Charts help. Listen for lopsided commentary. Bakes’ Take— Newsletters of the Week 36:35 Larry McDonald, Bear Traps Report—Top two Chinese RE firms bonds getting crushed. 36:56 Bakes’ Take—China slowing is neutral to bearish for US stocks, not bullish. 37:06 Bakes' Takes YouTube Channel, Twitter @BakesTakes_ , bakes@bakestakespodcast.com 37:34 Bakes’ Much-needed levity… https://podcasts.apple.com/us/podcast/kissing-butts-and-taking-names/id1434904509?i=1000539847660 https://www.youtube.com/watch?v=DkZY3oifV68 Anthony Jeselnik Roasts Pete
Tuesday Oct 26, 2021
Tuesday Oct 26, 2021
Bakes’ Takes Podcast Show Notes Saturday,
October 23, 2021
:27 Why I do this—Bobby, Jack, please listen in.
1:03 ‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron’s Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don’t want to do that, please know that I’ll do it for you and I eat home cooking, I have no conflicts. What are your pain points? Problems you’d like solved? Topics I should cover? Thank you.
Thank you especially Charlie, Justin, Murph from this Luddite.
2:07 Supercast/Patreon levels. Weekly call with me on Discord, teach technical analysis, etc. You help me design the show. Guests I should reach out to. Text like I send to my sons. 610-331-4283.
2:26 Not investment advice. Please conduct, and share, your own due diligence.
Bakes’ Take—Fan Mail! Calls! Questions!
2:41 ICLN/Ishares S&P Global Clean Energy—Sell discipline—$21.97, $22.58, $22.18. $22.24 average. $28.24 12/31/21. -21%.
4:25 Solar, wind. No uranium.
5:00 $42.90 12/31/21. $92.98. 116%
Bakes’ Take—Let market tell you where to do more research. Uranium is ESG!
6:12 Murph—Big down volume a warning sign. Still respecting 200 dma 434.54 now. Feels, looks tired.
6:54 Surprised Intel/INTC #1 8%+
7:15 Earnings disaster, gap down 11%+.
7:37 Bakes’ Take—NVDA, AMD, earnings reports will tell us if enough to keep bull going. I doubt it, but hold this winner for now.
7:58 DKNG/DraftKings—New lows. $48.42, $48.81, $48.75. $48.66 average. $46.52 now. Down volume 63% above normal. Earnings 14 days.
9:25 Bakes’ Take--Still avoid. Happy to discuss.
9:33 Cramer’s wrong, SELL Disney!
10:25 BUT…Good example for Bakes’ Takes+--I will monitor your stocks/ETF’s alert you of buy and sell points. What else would you like?
10:59 Coinbase/COIN--$280.61, watch for NH, volume picking up
COIN, week 2, launch pad?
12:22 GME--Close below 200 dma, Sell 1/3.
Bakes’ Take-The memes are over, they’re all behind me. Part II.
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Bakes’ Take—Reporters of the Week!
14:02 Business Insider—Lina Batarags
14:34 Business Insider—Harry Robertson
14:59 Bakes’ Take—I am again treating like Covid. Not panicking nor dismissing. Sounds like can be neutral, it can’t be bullish. If subscribers in China, I would love to hear your perspective.
Bakes’ Take—Charts/Tweets/Posts of the Week!
15:45 Jim Bianco Crypto bigger then CCP!
Bakes’ Take— Newsletters of the Week
Bear Traps Report
17:15 Copper inventories at 47-year lows. Classic Squeeze. Copper could scream.
18:35 Nuclear generates a tenth of world’s electricity. Sentiment shifting.
19:58 Six new factors exacerbating inflation.
21:39 Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you’d like.
Thank you for listening, Mike Wilson is my producer.
Have a great week. Bakes
Bakes’ Much-needed levity…
https://www.youtube.com/watch?v=PEgLV4lntyg
22:05 20 FUNNIEST Frank Caliendo IMPRESSIONS
Tuesday Oct 19, 2021
Tuesday Oct 19, 2021
Bakes’ Takes Podcast Show Notes Saturday,
October 16, 2021
:27 Why I do this—Bobby, Jack, please listen in.
‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron’s Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don’t want to do that, please know that I’ll do it for you and I eat home cooking, I have no conflicts. What are your pain points? Problems you’d like solved? Topics I should cover? Thank you.
Thank you especially Charlie, Justin, Murph from this Luddite.
1:45 Supercast/Patreon levels. Weekly call with me on Discord, teach technical analysis, etc. You help me design the show. Guests I should reach out to. Text like I send to my sons. 610-331-4283.
1:58 Not investment advice. Please conduct, and share, your own due diligence.
2:05 Bakes’ Take—Fan Mail! Calls! Questions! Mike!
Jack—SOFI, FDX, UPS
3:02 Biden, trying to play Santa, Long Beach 24/7, etc.
4:11 $276, $266, average $271 vs. $228, -16%. The sell discipline works. 10x earnings? Don’t care. Dead money. Why would you own this? $234 to $250 now resistance.
7:52 UPS Gap down on earnings, 7/27/21, never good, Dead cat bounce maybe to $200 or so, doubt it breaks above. Labor, goods, simply running out of time.
8:48 SOFI--Last week’s chart…
SOFI--$18.58, watch for big volume, plug into Google Alerts, $16.41
9:17 Agree with thesis—MS? student loans, restart in January, refi opportunity
Higher rates good for them, NIM widen?
Cross selling. Makes sense
Noto—Chamath, high praise
Compete with Robinhood, crypto?
JPM, etc. sick of fintech eating lunch
10:54 Bakes’ Take--$18.58 close! Big volume-yes!
11:03 $16.41 to $19.48,
11:12 33 mil shares short, 4%, not huge, but helpful
11:26 Bakes’ Take—I encourage you to let markets point you to opportunity, rather than news, etc.
12:09 Square/SQ—close below 200 dma, big volume, great company, 144 P/E
12:48 SQ—low volume, stalling at resistance. Watch for 50 dma cutting down through 200 dma, then 200 dma turn down.
13:13 Bakes’ Take—If you have a DDM you would bet your life on different story. Sell discipline kicked in works very well, if hit new highs so be it.
13:58 BUT…Good example for Bakes’ Takes+--I will monitor your stocks/ETF’s alert you of buy and sell points. What else would you like?
14:20 Coinbase/COIN--$280.61, watch for NH, volume picking up
Charlie—Virgin Galactic/SPCE
Last week’s chart…
15:39 SPCE-space tourism? Not where want to be, Chamath has sold lot of stock
16:17 $23.23 down to $20.29. -14%+
Michael Sheetz, CNBC—Virgin Galactic stock plunges after company delays spaceflight tests to 2022
17:22 SPY—daily, gap down, close below 50, so far low volume rally to underside/resistance, just warning sign for now
18:15 AAPL—ok
18:41 MSFT—ok
19:08 AMZN—ok, Christmas logistics have to hurt
19:39 FB—not ok, but still respecting 200 dma
20:38 GOOGL--ok
20:42 Bakes’ Take—20%+ of the SPX, ok, but just ok, again, seems tired, do companies get pass on earnings due to logistics, labor, energy, does not seem transitory
21:15 Bakes’ Takes—My Themes/Groups
21:33 URNM--$71, $75, $80 now, likely consolidating base from here to $98, building next launch pad, volume increasing nicely, 96 RS, let THIS winner run!
22:13 Bakes’ Take—Will alert you to the next URNM, searching hard
22:36 Bakes’ Takes-Gray Swan
23:48 Bakes’ Take-Lot of podcasts discussing now. Taiwan, Evergrande, HK, Tech, list keeps growing!
Bakes’ Take—Podcasts of the Week!
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23:48 Bakes’ Take— Will catch up on podcasts, reporters, charts, etc. wanted to address Jack first.
Bakes’ Take—Reporters of the Week!
Bakes’ Take—
Bakes’ Take—Charts/Tweets/Posts of the Week!
Bakes’ Takes-
Bakes’ Take— Newsletters of the Week
Bakes’ Take—
Bakes’ Ooh La La—
Bakes’ Take—
23:54 Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you’d like.
Thank you for listening, Mike Wilson is my producer.
Have a great week. Bakes
24:25 Bakes’ Much-needed levity…
https://www.youtube.com/watch?v=neUaSTSKFZc
Official Ron White - I Got Thrown Out of a Bar
Tuesday Oct 12, 2021
Tuesday Oct 12, 2021
Bakes’ Takes Podcast Show Notes Friday,
October 8, 2021
:26 Why I do this—Bobby, Jack, please listen in.
‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron’s Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don’t want to do that, please know that I’ll do it for you and I eat home cooking, I have no conflicts. What are your pain points? Problems you’d like solved? Topics I should cover? Thank you.
1:42 Thank you especially Charlie, Justin, Murph from this Luddite.
1:49 Supercast/Patreon levels. Weekly call with me on Discord, teach technical analysis, etc. You help me design the show. Guests I should reach out to. Text like I send to my sons. 610-331-4283.
2:39 Not investment advice. Please conduct, and share, your own due diligence.
2:50 Bakes’ Take—Fan Mail! Calls! Questions! Mike!
Jack—SOFI, 10-year yield
2:55 SOFI--$18.58, watch for big volume, plug into Google Alerts
4:20 Agree with thesis—student loans, restart in January, refi opportunity
4:59 Higher rates good for them, NIM widen?
5:30 Cross selling. Makes sense
5:34 Noto—Chamath, high praise
5:55 Compete with Robinhood, crypto?
6:09 JPM, etc. sick of fintech eating lunch
6:32 Bakes’ Take--$18.58 close! Big volume?
7;26 10-year 1.57% CLOSE, 1.7%, 1.765%, wait for close but seems likely
8:12 Charlie, NYC, SPCE—Virgin, dead money, SpaceX private widely regarded as the best, all losing money, early imo, Momentus/MNTS, Maxar/MAXR, Rocket Lab/RKLB, Ark Space/ARKX
9:39 SPCE—space tourism? Not where want to be, Chamath has sold lot of stock
10:33 ARKX—Close below $19.12, very bad, Close above $21.19, very good
11:13 Rocket Lab/RKLB—best looking chart imo, do more work
12:03 LMT—old space, nothing going on
12:26 Bakes’ Take—I encourage you to let markets point you to opportunity, rather than news, etc. RKLB possible, but rest of space is avoid. SPACEX goes public different story.
13:54 Square/SQ—close below 200 dma, big volume, great company, 144 P/E
15:18 Bakes’ Take—If you have a DDM you would bet your life on different story. Sell discipline kicked in works very well, if hit new highs so be it.
16:00 BUT…Good example for Bakes’ Takes+--I will monitor your stocks/ETF’s alert you of buy and sell points. What else would you like?
16:20 Charlie again-- very long-term secular bull market as a result of the democratization of finance and the stock market? Seems like there has never been so much dry power and new entrants into the market…doesn’t this mean (all things being equal) there are more people coming into the market which structurally over the long-term will lift asset levels?
16:32 “Increased retail activity could be contributing to record inflows into Equities this year so far—the annualized inflow of $1 trillion to global stocks in 2021 is greater than the cumulative inflow of the prior 20 years, according to BofA Global Research.”
16:56 Free trading, access over cell phones (which are now being put in the hands of billions of people world-wide) and a broader adoption/mass movement of financial education seems like the perfect cocktail of a worldwide buying spree…right?
17:28 These extrapolations, linear thinking, appear at the right arrow not the left, up 7x, you have only seen up, first time Fed can’t prop up market, all the above reverses
19:01 SPY—daily, gap down, close below 50, so far low volume rally to underside/resistance, just warning sign for now
19:50 Bakes’ Take—very long term, up and to the right, do that with 401(k) etc. But we are humans not robots, will panic at some point, I think I can help
https://www.youtube.com/watch?v=PBFd0tZsQzs&t=1s
20:58 Generation Gamble, Melissa Lee, CNBC, docs will be different in bear market
21:31 GameStop/GME--$212 to $344 good call, now $173, $161.41 rising 200 dma, leaning to downside, what are future positive catalysts?
22:27 Won’t Get Fooled Again/Weekend in Greenwich largely over, screens for high short interest exploited
25:13 High quality SPACs rare, SOFI perhaps, still prefer shorting de SPACs, EV’s via SOGU
25:53 Bakes’ Takes—My Themes/Groups
26:46 URNM--$71, $75, $80 now, likely consolidating base from here to $98, building next launch pad, volume increasing nicely, 96 RS, let THIS winner run!
27:54 Copper/Sell discipline—50 dma crossed below 200 dma, if 200 dma turns down, gone, up 14% ytd, +18% since inception
URNM—Weekly chart. 50% retracement
URNM—Daily Chart?+ YTD $42.90, $86.31 More than double, obviously.
28:45 EUM—Short MSCI Emerging Markets, Fact Sheet, short Communism, I mean China, Evergrande, etc.
30:18 Bakes’ Take—Last week--Own some uranium here, I will alert you to dips. Dips in rest of market more likely, copper, short emerging markets, elsewhere. Getting tired, stay tuned.
30:45 Bakes’ Takes-Gray Swan
Now front page of WSJ! Liza Lin, James Areddy
32:55 Bakes’ Take-Taiwan, Evergrande, HK, Tech, list keeps growing!
Bakes’ Take—Podcasts of the Week!
33:34 Odd Lots—Evergrande best explained
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34:06 Bakes’ Take— I treat like COVID, don’t panic, watch charts, but don’t dismiss.
34:49 Elon Musk, Kara Swisher at Code, fascinating, more space than cars, quit as TSLA CEO, SPACEX $100B last capital raise, more
Bakes’ Take—Reporters of the Week!
Bakes’ Take—Default foregone conclusion. Hard to see completely contained.
36:53
Bakes’ Take—Charts/Tweets/Posts of the Week!
37:13 John Quakes @quakes99
37:48 Bakes’ Take— Newsletters of the Week
The Bear Traps Report, Larry McDonald
URNM/Uranium—nuclear is green
India down to 4 days of coal
Europe dependent on Putin’s natural gas
Kyle Bass—Nuclear best baseload option to combat climate change
Half of China’s provinces limiting electricity use
SPX tracking ’87
Evergrande becoming state-owned enterprise
41:20 Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you’d like.
Thank you for listening, Mike Wilson is my producer.
Have a great week. Bakes
Bakes’ Much-needed levity…
https://www.youtube.com/watch?v=AQwtMmzdlhI&t=16s
41:48 Norm McDonald, Jerry Seinfeld, Comedians in Cars getting Coffee
Saturday Oct 02, 2021
Saturday Oct 02, 2021
Bakes’ Takes Podcast Tuesday 9/21/21
:27 Gus Christensen, CEO, Share Scoops
Questions/Themes
1:05 Please tell me/us your path. How did you found Share Scoops or how did it find you?
What was the inspiration/catalyst?
Georgetown (financial literacy program), NYC, JP Morgan
4:42 What is Shares Scoops main mission?
5:13 Who are your top 2-3 competitors? What’s your competitive advantage.
6:15 What should subscribers to your daily newsletter expect to receive?
https://www.sharescoops.com/
8:22 How did you build to 24K Instagram followers?
Digestible news content with buttons for users to up/down vote companies across social, financial, and environmental factors. Tinder-like yelping. 128,000, 180 companies.
10:05 What has surprised you from votes?
15:50 What are the top 2-3 ESG stocks your followers are interested in?
60% of users credit Share Scoops empower them to start investing for the first time this year.
17:40 ESG—Why not a houseboat? Not a good house nor a good boat?
20:10 How do you tackle greenwashing?
22:55 8/12/21 Founder Institute, 1/12 graduating companies, out of 300+
Mobile app status?
26:00 Still hiring. My audience. Engineers, passionate about ESG, content creators, marketing.
28:15 Your followers have not seen bear market. How are you preparing them?
30:40 Ooh La La—advice for 23-year-old Gus?
32:26 Call to action. How may I help?
https://www.instagram.com/sharescoops/
https://twitter.com/ShareScoops
Thank you.
Bakes
Monday Sep 27, 2021
Monday Sep 27, 2021
Bakes’ Takes Podcast Tuesday 9/21/21
30 Tim Rotolo, CEO and Founder, North Shore Indices, Inc. (Global Uranium Mining ETF—URNM)
Questions/Themes
1:02 Please tell me/us your path. How did you found North Shore Global Uranium (URNM) or how did it find you?
What was the inspiration/catalyst?
How meet Michael Alkin? Uranium expert, CIO of Sachem Cove
15:24 URNM—7/20 $30, $50-$98 last month, pullback to $79 level mentioned on show releasing today
15:49 My dad asked yesterday, why is uranium going up, and where is it mined?
18:11 Quarterly rebalance, how? No, now semi-annually.
20:30 Why 82.5% miners, 17.5% physical uranium?
22:00 How much market cap available? $35B
22:35 Only pure play, please elaborate on “tilted junior miners.”
24:00 Green energy, supply deficit, growing demand—Changes to original thesis?
28:40 Please explain what Sprott Physical Uranium means for the market.
From Zero Hedge—Sprott has acquired $2.7M pounds, 200,000 pounds/day, 1/3 of global production.
URNM owns, correct? Latest 3rd largest, 8.37%. Bought day one?
Utilities response?
$6.3B annual consumption, 180 million pounds at $35/lb.
Sprott $85 million in 13 days
37:32 URNM--Flows, AUM now?
Wall Street Bets?
41:41 Last week, Taro Kono, Japan’s next PM, need to restart nuclear plants to achieve carbon neutrality by 2050
Old PM stepping down, bullish for Japanese stocks
Rising demand
Premium/Discount History? Now?
45:25 Ooh La La—advice for 23-year-old Tim?
Please reach out to URNM
https://urnmetf.com/news-views
Twitter @N_S_Indices
@URNMetf
LinkedIn https://www.linkedin.com/company/urnm-etf/
Thank you.
Bakes