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!                                                                                                       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

Bakes Takes

Good calls on #URNM, #FDX, #SOFI, #COIN, #SPCE, much more...

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   https://www.bloomberg.com/news/articles/2021-09-30/robinhood-s-popularity-is-fading-away-with-the-meme-stock-fad   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! https://podcasts.apple.com/us/podcast/understanding-evergrande-the-chinese-real-estate/id1056200096?i=1000535983185 33:34 Odd Lots—Evergrande best explained                                                                                                       34:06 Bakes’ Take— I treat like COVID, don’t panic, watch charts, but don’t dismiss.   https://podcasts.apple.com/us/podcast/bonus-episode-elon-musk-at-code-conference-2021/id1073226719?i=1000537717272 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!   36:14 

The memes are over, they‘re all behind me!

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.sharescoops.com/   https://www.instagram.com/sharescoops/   https://twitter.com/ShareScoops   Thank you.   Bakes

Gus Christensen, CEO, Share Scoops, People, Planet, Profit. Join the movement.

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

Tim Rotolo, CEO, North Shore Global Uranium Mining ETF--URNM. Why uranium is rising and why now.

Bakes’ Takes Podcast Show Notes Sunday,    September 19, 2021   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.   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.   Not investment advice. Please conduct, and share, your own due diligence.   2:56-4:18 Bakes’ Take—Fan Mail! Calls! Questions! Mike!   Joe RI—Please see My themes and groups. Half now 5% on this pullback. Dry powder IF (doubt) $79, $71. Spot has gone from $30 to $50. $140 old high! Think we get there over time.   Good example for Bakes’ Takes+--I will monitor your stocks/ETF’s alert you of buy and sell points.   Bakes’ Take—   Bakes’ Takes+--What would you like?   Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned.   Bakes’ Takes—My Themes/Groups   4:34 URNM—Down Friday, I don’t care. Yes, volume was heavy. We are in at $30 7/20. Doubled in a month! Down 10%, standard. Closed well above the low and the breakout point. See next chart.   URNM-One week ago. The trend is up, my thesis intact. Let winners run. Cut losses.   URNM—Weekly chart. 7/20 buy, please note the pattern. Rise build, build new base, ATHS, 548% increase in volume!   URNM—+ YTD $42.90, $86.31 More than double, obviously.   CNBC talking about AAPL! We find unique opportunities. Please see Twitter, YT, etc. laid out with time stamps my process and thinking! I will find others!   8:03 John Quakes @quakes99, I responded WSB wasn’t talking about it the week before.   9:03 Copper rolling over   10:03 EUM—Short MSCI Emerging Markets   10:47 SPY--$441.39 close below 50-dma, $409.34 200-dma now, 65% increase in volume.   Bakes’ Take—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.   Bakes’ Takes-Gray Swan   12:31 The Guardian—China sends 19 aircraft into Taiwan’s air defence zone   13:27 TSM death cross. Resolve up or down? Coincidence?   Bakes’ Take—Podcasts of the Week!                                                                                                       Bakes’ Take—   Bakes’ Take—Reporters of the Week!   14:29 https://www.youtube.com/watch?v=eBzaOCtZImU 9/16/21 33 minutes, Melissa Lee, CNBC Fast Money--Gauging uranium's bull run, with Global X's Rohan Reddy, first time I’ve seen them discuss Guy Adami     15:08 Bakes’ Take—Sorry I pound #URNM so hard, but please note the methodology, logic, time stamps!   Bakes’ Take—Charts/Tweets/Posts of the Week!   15:30 John Quakes @quakes99, larry McDonald Uranium—200-300% for uranium names, recommended both at 16:11   16:17 Yellowbull @Yellowbull11--$30B mkt cap, all Uranium stocks!   17:02 GLD—Gold STILL stinks! Gap down.   17:59 Ishares MSCI Japan—Japanese subscribers, please weigh in! Large caps…   18:30 …and Small Cap, Wisdomtree Japan Small Cap Dividend. Please stay tuned!   18:57 Bakes’ Takes- Individual investor advantage. No index hugging, committees, liquidity restrictions, etc.! I am working hard to help you build your hedge fund and make money every year, even when overall market declines. Most of you haven’t seen that. Audacious, yes. But please come along for the ride.   Bakes’ Take— Newsletters of the Week   Bakes’ Take—   Bakes’ Ooh La La—   Bakes’ Take—Cut your losses, let your winners run, like URNM!   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   20:22 Bakes’ Beacons—Foo Fighters "Everlong" w/ 11-Year-Old Nandi Bushell, The Forum, Los Angeles, 8.26.21 https://www.youtube.com/watch?v=jsDgrKdczAE   Bakes’ Much-needed levity…   21:10 Jerry Seinfeld, Comedians in Cars getting Coffee, Carl Reiner, Mel Brooks https://www.youtube.com/watch?v=ZJu7oqiBXcg

I work to make you money in up AND DOWN markets!

#Uranium--5x-8x from here is reasonable. That‘s the metal itself! The stocks, #URNM, will rise more!

6/24/21 1:47 #uranium—If you care about the planet, buy #uranium! 5x eventually, I think!

Bakes’ Takes Podcast Show Notes Saturday,    September 4, 2021   Enjoy your Labor Day!   :32 Why I do this—Bobby, Jack, please listen in.   :43 ‘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.   1:56 Thank you especially Charlie, Justin, Murph from this Luddite.   2:24 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.   3:16 Not investment advice. Please conduct, and share, your own due diligence.   Bakes’ Take—Fan Mail! Calls! Questions! Mike!   3:29 COIN, $261, $280   4:14 COIN—last week’s levels! Getting better, ETH outperforming bitcoin. Caveat—last trading day before Labor Day slow, we’ll learn more next week.   5:53 Good example for Bakes’ Takes+--I will monitor your stocks/ETF’s alert you of buy and sell points.   6:03 Bakes’ Take—Crypto volatility not going away, ETH, COIN providing the AOL-like on ramp   6:35 Bakes’ Takes+--What would you like?   6:42 Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned.   Bakes’ Takes—My Themes/Groups   6:49 Up 10%+, vs. 3.97% HFRX Global Hedge Fund Index, I am free, for now, they charge 2%/20% one red ETF, not down 15%, URNM 145% since inception, URA 101%, COPX 28%, 35% cash, 10% short SPAC’s, 10% short emerging markets. MY/YOUR HEDGE FUND! DALIO’S ALL-WEATHER! MAKE MONEY EVERY YEAR! 13%+ 2H ’20—CHECK! 10%+ ’21 SO FAR…!   https://www.youtube.com/watch?v=6FD4J4StWpY 9:25 My 10 reasons for investing in URNM!   9:49 URNM—up 145% since inception   10:21-11:24 URNM—74%+ YTD ARROWS! CLOSING AT HIGHS, GAPS   11:30 Reason #11, Spinal Tap, Ok boomer, Sprott so new, no chart, GLD—launched in 2004, $45 to $171, now $58B, Sprott Uranium is $1B   13:39 @quakes99 14:16 URNM is ESG!   15:02 ‘70’s +629% 5.3 yrs, ‘00’s +1,801% 6.5 yrs, NOW 83%, 4.7%, 5x-8x REASONABLE, THAT’s THE METAL ITSELF, THE STOCKS #URNM WILL GO UP MORE!   16:42 Bakes’ Take—I like all my themes, copper, short SPAC’s, short emerging markets, TAGS, Subtle as 2x4, Buy URNM, even up here. I discover ideas like this all the time! Please subscribe and share. 1700+ charts, will let you know what I find next week!                                                                                                       Bakes’ Take—Cut your losses, let your winners run, like URNM!   17:39 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   18:11 Bakes’ Beacons—Travis Tritt, It’s a Great Day to Be Alive https://www.youtube.com/watch?v=6IKJa4ok83M   Bakes’ Much-needed levity…   18:45 Chris Farley, Adam Sandler, Lunch Lady, SNL https://www.youtube.com/watch?v=VY14zcUM9SI

Bakes’ Takes Podcast Show Notes Saturday,    August 28, 2021   :27 Why I do this—Bobby, Jack, please listen in.   :51 ‘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.   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.   3:00 Not investment advice. Please conduct, and share, your own due diligence.   Bakes’ Take—Fan Mail! Calls! Questions! Mike!   3:10 HODL is bullshit! I SELL stocks better than you! Try me!   4:50 Murph, NY—If Dollar cost averaging is strong sell discipline as crucial? Great for 401(k), SPX, int’l fund, 40+ years.   5:17 Answer for my themes is yes, focused, 10%, precise buy signals, breakouts, on 50% increase in volume. Also, preserves actual and psychological capital. 15% loss, can find 20% winners.   6:35 You don’t need to use mine, but find your own. Very few investors have a sell discipline, frankly including pros.   6:56 Thoroughly evaluate each month. Doesn’t take that much time. How many of 10 reasons still valid? -15%. 200 dma etc.   7:28 You have advantage over the pros! No committees, mandates, restrictions. No PM is 17% uranium, 10% short SPAC’s, 36% cash etc. I like my chances.   8:10 Vs. 20% HC, 25% tech, doesn’t work.   8:50 SOXX 5/20 $240 launch pad.   9:20 SOXX daily—clear uptrend, NVDA killing it, TSM raising prices, don’t do anything until close below 200 dma $416.50 and rising.     10:10 DKNG--$19 4/20 launch. 10:54 DKNG--$48-$50, not bad from $19, likely stalls at $60 11:59 SQ—5/20 $68   12:29 SQ—Sell 1/3 $197, let rest ride   13:18 COIN--$261, $280   14:23 SOFI--$13.14 support, $18.64 resistance. Earnings report disappointed, volume up on down days. Watch, but avoid for now.   15:30 Bakes’ Take—My sell discipline works. If you have a better one, I would love to see it.   16:03 Bakes’ Takes+--What would you like?   16:08 Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned.   16:17 Bakes’ Takes—My Themes/Groups   16:19 RIDE—One of SOGU’s shorts. Icahn lieutenant Daniel Ninivaggi named CEO. Up in first hour, faded below $6.69 resistance, closed at $6.49. Lacked funds to start commercial production, doubt able to continue as a going concern. SEC, DOJ, preorders, SPAC merger. Ford F-150 on lots 2022, $10k below Endurance.   18:36 Bakes’ Take—EV’s are going down. SOGU up.   Bakes’ Takes-Gray Swan, new segment   Bakes’ Take—Podcasts of the Week!   https://riskreversal.com/on-the-tape/ 19:11 On the Tape—33:11 Rich Greenfield, AMC short.   19:45 Maybe, but not yet. Fundamentals often code for I’m right the markets wrong. Being right vs. making money. So early their wrong. Why technical help so much.   Cinemark/CNK—according to Greenfield, same business, better balance sheet, $2B mkt cap vs. AMC $20B. F9 750 mil at box office, F8 $1.2B. My IG video, 4 of us in theater. AMC--92 mil shs short, 18% of float up 8% over last month. CEO selling, in filings say fundamentals don’t warrant stock price. Hold for now.                                                                                                         21:53 Bakes’ Take—Timing is everything, I will help.   Bakes’ Take—Reporters of the Week!   21:55 Ex-Tesla, 45 minutes vs. 10 minutes gas to charge EV. And that’s CA. Chargers tougher to find elsewhere. That’s before stressing the grid.   Bakes’ Take—   Bakes’ Take—Charts/Tweets/Posts of the Week!   Bakes’ Takes-   Bakes’ Take— Newsletters of the Week   Bakes’ Take—   23:20 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’ Beacons—   https://www.youtube.com/watch?v=X83L1ZSpbkg 23:49 Tom Rice, D-Day veteran, jumps for 100th birthday!   Much-needed levity…   https://www.youtube.com/watch?v=wvtvtROpXW4 24:13 Jeff Ross Funniest Roasts of All Time

HODL is bullshit! I SELL stocks better than you! Try me!

Question/Themes for Matt Tuttle, Tuttle Capital Management—Bakes’ Takes Podcast, Saturday 8/21/21   :22 3rd guest after Bobby and Jack!   :57 Matt, I know some of this from research but please describe your path.   3:00 What are the ETF’s you offer? AUM? What’s new in the works?   How may I help? I have ideas—short ARKK ETF? SARK, already in registration, if approved mid-Oct.   10:15 What do your flows tell you about investor sentiment?   13:52 My focus obviously is Short De SPAC/SOGU. How do you select the 25 stocks to short? Adjust monthly, correct?   17:27 What life and investor advice would you give to your Hoosier son, my sons and our audience? Conventional wisdom is not wisdom. Learn how to think. 10 ETF’s now, 7 in registration, 3 more, 20 by eoy? Tease? Logistically possible?   How may our viewers, listeners best contact you?   How may I help?

Matthew Tuttle, CEO, Tuttle Capital, on #SOGU, shorting SPACs, advice for 20-yr olds, and much more

Bakes’ Takes Podcast Show Notes Saturday,    August 21, 2021   :45 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.   2:01 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. Happy Birthday. 610-331-4283.   3:03 Not investment advice. Please conduct, and share, your own due diligence.   Bakes’ Take—Fan Mail! Calls! Questions! Mike!   3:15 Best sell discipline example now? Will follow up with all of your stocks over the next week   Anonymous   Match Group—Tinder, Hinge, etc. Sell 1/3, avoid   Weekly, rally from COVID lows rolling over   5:36 Bumble/BMBL—appears to be basing just above $43 IPO price, ladies making first move? Taking share?   Bakes –   7:05 Hope all is well and you’re feeling better! Was wondering what you thought about the recent bounce back in cryptos broadly; what’s been the impetus for the rebound and should people with wide exposure to crypto take the chance to sell?     Bitcoin/other crypto—Hold core positions, 5-10% max, looking for big volume move above $40. Challenge of highs likely. $30,000 held, $24 GBTC held!   9:50 Gold/GLD still stinks, Fed/Biden should be gold bugs dream, doesn’t care about textbooks, digital gold winning so far   10:45 Also, would love to hear what you think about the Delta variant and what comes after…Is whatever comes after a grey swan?   Thanks, Charlie   11:34 rate of breakthrough cases reported among those fully vaccinated is below 1% in all reporting states, ranging from 0.01% in Connecticut to 0.54% in Arkansas.   The hospitalization rate among fully vaccinated people with COVID-19 ranged from effectively zero (0.00%) in California, Delaware, D.C., Indiana, New Jersey, New Mexico, Vermont, and Virginia to 0.06% in Arkansas.    The rates of death among fully vaccinated people with COVID-19 were even lower, effectively zero (0.00%) in all but two reporting states, Arkansas and Michigan where they were 0.01%.   Unvaccinated, that’s a you problem, if you want to cull your own herd, so be it.   12:42       Finally, few breakthrough cases I’ve known = bad cold, 3 days, at worst.   Bakes’ Take—Bitcoin going up, Gold, down, COVID-19 too obvious, data suggests not Gray Swan   Bakes’ Takes+--What would you like?   Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned.   Bakes’ Takes—My Themes/Groups   14:14 Short De Spac ETF/SOGU—up 23% plus so far, 6 wks.   Bakes’ Take—Short SPAC’s/SOGU very promising, please tell me why these are going up! Twitter gave me crickets! Thank you.   RIDE, NKLA—Indicted, investigated, path to zero?   17:29 COPX/Global X Copper—sold 1/3 per discipline, 13%+ profit, 50 dma through 200 dma?, 200 dma declines? China macro excuse, don’t care   Bakes’ Takes-Gray Swan, new segment   18:41 Charlie S., NYC—Afghanistan, Market didn’t care, Cancer, Saudi Arabia of Lithium, China will screw with us, LMT other defense contractors likely priced in, 9/11   21:19 China—Taiwan, Hong Kong, and now Afghanistan/Lithium!   Bakes’ Take—Podcasts of the Week!   https://thisweekinstartups.com/the-next-unicorns-adena-hefets-ceo-of-divvy-homes-forging-a-new-path-to-home-ownership-e1246/ 21:56 Divvy, rent to buy, please check out!   https://thisweekinstartups.com/rapid-fire-news-ai-voices-after-death-doj-investigates-lordstown-motors-covid-adaptation-e1248/ 23:04 13:00 Lordstown, going to zero?   https://www.youtube.com/watch?v=T_LwOVWcp0U 23:42 Nikola fraud charges                                                                                                       Bakes’ Take—   Bakes’ Take—Reporters of the Week!   24:06 TheStreet.com       25:24 ARKK     26:09 TSLA, ARKK’s #1 position, roughly 10%   Bakes’ Take—   Bakes’ Take—Charts/Tweets/Posts of the Week!   26:25 Prof. G—15x Sales, lousy long-term returns   Bakes’ Takes-   Bakes’ Take— Newsletters of the Week       Shiller CAPE approaching ’99 peak 28:06 Same with P/E, dividend yield, etc.   28:30 Earnings growth has been so strong, the SPX P/E multiple has declined   28:55 Stocks sniffed out the earnings recovery we just saw.   29:37 FMAGA has become the market.   30:08 Top 10 stocks now close to 30% of the market. They contributed 34% of earnings. These companies are huge for a reason.   30:51 The Bear Traps Report, Larry MacDonald, Afghanistan—Saudi Arabia of lithium.   Bakes’ Take—China has no moral quandary securing lithium from Taliban   31:30 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’ Beacons—   Much-needed levity…   https://www.youtube.com/watch?v=GRkZET-WE1g 32:00 15 Funniest Impressions Done in Front of the Actual Person   https://ymhstudios.com/2bears/ 32:08 Segura, Kreischer new episode

Break up with dating stocks! Short SPAC's/EV's! #SOGU! Wood vs. Burry!

Bakes’ Takes Podcast Show Notes Saturday,    July 31, 2021   1:00 Why I do this—Bobby, Jack, please listen in.   1:25 ‘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.   2:06 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.   3:23 Not investment advice. Please conduct, and share, your own due diligence.   Bakes’ Take—Fan Mail! Calls! Questions! Mike!   3:38 Anonymous, NY—Rental Property? No rush. Vs. earn nothing in the bank. -33% net percentage of consumers who say it’s a good time to buy because of prices-lowest since March 1980.   5:19 Ryan, FL. Sell discipline. 10 reasons falling by wayside plus technical. Studied dozens of historical charts. O’Neil. Covid news had barely begun. $111.55, close below 200 dma, 50 cuts down thru 200 dma, 200 dma turns down. $19.25 at low. $80.50 now. -28%. SPY up 33%. Clear, dispassionate, know before.   Bakes’ Take—   Bakes’ Takes+--What would you like?   Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned.   9:52 Bakes’ Takes—My Themes/Groups   Short De Spac ETF/SOGU—up 8% plus so far, 2 wks.   9:51 Bakes’ Take—Short SPAC’s/SOGU very promising, please tell me why these are going up! Twitter gave me crickets!  Thank you.   RIDE, NKLA—Indicted, investigated, path to zero?   Bakes’ Takes-Gray Swan, new segment   Bakes’ Take—Podcasts of the Week!                                                                                                       Bakes’ Take—   Bakes’ Take—Reporters of the Week!   Bakes’ Take—   Bakes’ Take—Charts/Tweets/Posts of the Week!   Bakes’ Takes-   13:11 Bakes’ Take— Newsletters of the Week   Bear Traps Reports   Yields going up, CFO Apple Luca Maestri, yields went up after every bond sale!   14:02 TAGS, wheat going up, ND yields declining.   Bakes’ Take—   15:05 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.   15:16 Thank you for listening, Mike Wilson is my producer.   Have a great week. Bakes   Bakes’ Beacons—   https://www.youtube.com/watch?v=XsqI-BD2GMs 15:40 17 Hours: Chris Nikic’s Ironman Story | SC Featured     Much-needed levity…   https://www.youtube.com/watch?v=wJGarnot3-E 16:19 Ralphie May contemplates replacing racial slurs with the names of cookies

#SOGU/Short SPAC's, EV stocks! Up 11%, bought last month! Invest ESG elsewhere! Much more...

5:35 from last show. Bought #SOGU Short De-SPAC ETF Which of these 25 stocks will go to zero?!

Bakes’ Takes Podcast Show Notes Saturday,    July 10, 2021   :24 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.   2:10 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.   2:29 Not investment advice. Please conduct, and share, your own due diligence.   3:41 Bakes’ Take—Fan Mail! Calls! Questions! Mike!   Anonymous, NY—Rental Property? No rush. Vs. earn nothing in the bank.                BT                   Invest in themes, trends on top           401(k)               SPX, int’l, stay in market     Debt down?           Don’t have debt 72-75      Real Estate             Term Insurance        Take care of loved ones Cash, Gold, Bitcoin   6 mos. liquid, inflation/deflation   4:10 4/3/21 show, applies here. You’re young. No wife/kids don’t need insurance yet. Maybe take 6 months up to a year. Cash/Gold/Bitcoin likely yields 3%+ but not the aim. Real estate clearly way to wealth. Live in and have tenants pay your mortgage. Illiquid, leveraged. Market hot. Make sure you want to live in it own next 10 years.   9:40 Justin, PA—Japan, buying opportunity? Options? Discounting first half hour of trading. Options not for me. Adds timing element, just didn’t fit prior roles.   11:58 Bakes’ Take—RE great long term investment, market is hot, stress test purchase. Japan/options--too short term for me.   Mr. Fernandez, YouTube   14:00 Bakes’ Take–Gold last week. Fresh ideas, step by step. Fact sheet, individual stocks?   14:23 Bakes’ Takes+--What would you like?   14:29 Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned.   14:39 Jerry, Jerry, Mark (my mechanics)—know WeBull CEO, prefer over RH, thoughts?   14:53 Bakes’ Takes—My Themes/Groups   15:00 +12.26% YTD, 17% cash, looking for fresh ideas.   16:48 URNM--$42.90 to $62.63, 46% YTD   17:10 TBF-Sold at 2.7% loss. Decisive close below 200 dma. Market believes Fed, commodities softening, bond yields down to 1.35%, prices up, short bonds didn’t work…this time.   18:22 Mr. Fernandez from YouTube—this is how I identify promising stocks/ETF’s. 1/1700 charts. Breakout of base on above average volume.   18:57 Short De Spac ETF/SOGU--#1 Chargepoint/CHPT, NKLA, RIDE, CLOV, 25 total, lock-ups, valuations, lousy businesses, 2 years to do deal, quality declining, Shaq, ARod many others seeking co’s, EV heavy—grid can’t handle, Google Alerts will kick out more, your thoughts?   23:13 Chargepoint/CHPT—Charging stations in So. CA, Losing money, $32 mil/qtr rev’s little growth, $8.4 billion mkt cap, short interest way down, AND THE TECHNICALS ARE DETERIORATING!. 24 others, I like our chances   Bakes’ Take—Cut losses, let winners run, short SPAC’s/SOGU very promising     Bakes’ Takes-Gray Swan, new segment   WSJ, Elaine Yu--50-year old man stabbed cop who survived, then stabbed himself in the heart. Reminds me of The Godfather/Cuba. Tiananmen Square II coming? China’s response then U.S./World response to China?   https://www.youtube.com/watch?v=Ae_owwtZJl8 Viva Fidel!   Bakes’ Take—Podcasts of the Week!   https://podcasts.apple.com/us/podcast/e39-west-coast-super-drought-climate-crisis-nuclear/id1502871393?i=1000528321580 26:41 All-in 3 minutes David Friedberg, CA 70% hydro, water levels dangerously low right now! 24 minutes—Chamath, liberals are intellectually lazy, solar is dirty, mining copper, lithium for batteries, 3 Mile Island, Chernobyl set nuclear back, changing   https://podcasts.apple.com/us/podcast/didi-to-doughnuts-and-an-interview-with-meredith-whitney/id1545205930?i=1000527661333 28:35 15 mins Dan Nathan China took over HK, little press coverage, 27 mins Danny Moses Sha’Carri Richardson’s positive marijuana test   https://podcasts.apple.com/us/podcast/stop-worrying-learn-to-love-debt-bomb-tony-dwyer-canaccord/id1545205930?i=1000526822595 Tony Dwyer 34 minutes, take away taper at same time infrastructure bill increases debt, rates up, 45 minutes cannabis CT RI 19 states now, 36 medical                                                                                                       Bakes’ Take—Uranium is ESG! China is a Gray Swan. Rates still likely up 2H. Cannabis is like alcohol stocks post Prohibition.   Bakes’ Take—Reporters of the Week!   31:34-33:23   And, indeed, turbulence, or worse, could lie ahead, Michael Burry told our colleague Connor Smith. Burry, a key player in both the book and film versions of The Big Short, won a fortune by betting against the housing market before the subprime mortgage collapse. More recently, he was an early bull on Gamestop (ticker: GME), but took his profits in 2020’s fourth quarter before the frenzy around the original meme stock took off. Now he’s warning that the craze will end in tears.   “I don’t know when meme stocks such as this will crash, but we probably do not have to wait too long, as I believe the retail crowd is fully invested in this theme, and Wall Street has jumped on the coattails,” he told Connor in an email. “We’re running out of new money available to jump on the bandwagon.”   31:34 Bakes’ Take—#GME #AMC seem tired. Twitter—what makes them go up from here.   Bakes’ Take—Charts/Tweets/Posts of the Week!   Bakes’ Takes-   Bakes’ Take— Newsletters of the Week     33:25 ISM Prices paid 92.1, 1979 last. Not transitory. This chart from 2015. Test of high in yields likely.   34:23 Fire shuts down Cigar Lake 35:04 Bloomberg Commodity   35:32 Vs. WeBull? Pros cons of other apps? Survey. Please send.   36:40 Bakes’ Take—Yields likely up. Commodities likely up. #URNM so one mine doesn’t hurt much. RH the stock, no. WeBull service better?   37:16 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’ Beacons—Everyday Heroes   Much-needed levity…   https://www.youtube.com/watch?v=c86Ytt0gmE8 37:42 Best of Whitney Cummings, Comedy Central Roast

Short SPAC's, Beware China/HK, Let Sha'Carri run! Much more!...

:52 #uranium 10th Japanese nuclear plant restarting, 16 more coming, bullish on #URNM!

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