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April 21, 2018

From Motley Fool Singapore: This emerging technology could break  the business model of one of Singapore’s most important industries

”Something BIG may be about to happen to Singapore’s finance sector” hinting at blockchain’s related stocks https://www.fool.sg/order/nm01180320nic/?source=s89mceml0000208&utm_source=SG+Take+Stock&utm_campaign=8092923b81-SG_AI_+21042018_M_TS_Prediction+of+doom&utm_medium=email&utm_term=0_12f6a8f750-8092923b81-165988993&mc_cid=8092923b81&mc_eid=25b20ccca2

January 26, 2018

Gold backed cryptos

Having read this article it seems that it would make a lot of sense for a bitg player in the gold industry to push a crypto backed by gold as it is likely, in my view, that this could drive up the price of gold too. https://www.financemagnates.com/thought-leadership/icos-stealing-golds-shine-meet-2018s-promising-gold-backed-cryptos/ Any thoughts on this?

Recent Author Comments

On Elon Musk's Worst Nightmare - Unprepared for "Tesla Killer," sez Casey Research

Posted on December 3, 2019

Casey's guys are mostly wrong, like 90% of the time - no statistics behind, maybe Travis has smthng[...]

On Matt McCall's "300X Your Money" on Chinese Biotech Pitch

Posted on November 13, 2019

KURE is another ETF choice, quite similar to CHNA but a bit lower expense ratio: 0.65% vs 0.79%[...]

On Friday File: Sales for Profit and Loss, plus a couple add-on buys post-earnings

Posted on November 4, 2019

ANETs story resembles a lot NVDAs weakness during the past months, although ANET seems to be a lot more dependant on a few, large customers. @Travis, at what price level would you be interested in getting back into ANET?[...]

On Will Yastine's teased "Hypernet" bring riches as it makes the Internet obsolete?

Posted on October 25, 2019

not sure if any management would do a better job, the industry is basically captured by Huawei who are backed very strongly by China. 5G specific: Chineze government has decidd not to charge for licenses in China which has given their network operators and[...]

On Friday File: REIT Beat and More

Posted on October 25, 2019

I don't own Nokia (but I do Ericsson) yet I think there is more juice in it: 5G spectrum licenses haven't been awarded in Europe and EU's cybersecurity risk assessment (released on OCT-9th) is emphasizing the security risks and their salience in making 5G [...]

On Friday File: Stops, Nibbles, Pot Updates and a New Watchlist Stock

Posted on October 7, 2019

nicotine is chocolate^3 or even more[...]

On Friday File: Stops, Nibbles, Pot Updates and a New Watchlist Stock

Posted on October 7, 2019

A possible explanation why NOK and ERIC do not move up can be found here: https://www.visualcapitalist.com/the-future-of-5g-comparing-3-generations-of-wireless-technology/ Basically, the biggest investment by far in 5G is expected to come from China (more[...]

On "This Defense Supplier Could Help the U.S. Win the Trade War... surge 1,127% within the next 6 months"

Posted on August 24, 2019

All Casey's ideas proved to be worthless, at least in the last two years[...]

On Friday File: My "Top Ten," plus Some Adventures in Shorting and A Check-in on Gold Royalties

Posted on June 22, 2019

Being în the industry for the last 20 years, I'd say it will come a time when the shares of 5G vendors will go down as the rollout will be slower than the market expects, at least this was the case with 3G and 4G, so don't go all in right now, the opport[...]

On Nova-X Report's "Productivity Supercharger" Stock

Posted on May 20, 2019

#team great company w/ expensive stock at the moment, waiting for a better entry price[...]

On Ten Major Threats to Global Health According to the World Health Organization

Posted on April 6, 2019

I've been vaccinated against whooping cough when I was a kid but still got it last year (at 48 years of age), apparently the vaccine wasn't for life or provide 100% protection. Due to an initial misdiagnosis in Boston have taken antibiotics quite late and [...]

On Friday File: Amazon, Alphabet and Midterms -- turmoil time!

Posted on October 29, 2018

Travis, we know where you get your stop loss but where do you get the 'fair value' i.e. in NVDA's case the $170? Or FB where stop loss has triggered meaning it's time to sell but when it's time to buy from a value perspective?[...]

On Ask a Stupid Question...

Posted on May 18, 2018

Travis, could you publish, on the real money page, how does your whole portfolio look like, including your passive and active funds investments? I mean what is your % allocation to growth/value stocks, HY, short/long duration bonds, gold coins, gold miners[...]

On Friday File, Part Three: India (Fairfax India and Graham Value Conference notes and thoughts)

Posted on May 1, 2018

Brilliant summary on India Travis! Corruption is specifically not mentioned as a risk but, as compassion and spirituality makes space for greed...[...]

On Mampilly's "Bigger than Amazon and Google combined" Stock Tease

Posted on January 26, 2018

I'm all in for EV's and alternative energy and really hope we'll stop burning fossil fuel soonest but, what I fail to understand is why Tesla will thrive in such an environment? There are plenty of companies that produce EV's (I see some Renault's through [...]