12-Month Outlook and Potential Corporate Catalysts
Written June 25, 2026, by Tom at LivingOffTheMarket.com
Current Market Disconnect
The silver sector is experiencing one of the widest gaps in recent years between investor sentiment (negative and emotional) and underlying fundamentals (supply is not keeping up with demand). Continue reading
The Ideas in this writing are Speculative, long-term and illiquid. They are similar to Venture Capital style positions.
INVESTMENT BRIEF: SILVER EQUITIES STRATEGY (2026–2030)
Prepared for: Private Portfolio Analysis
Focus Assets: SLVRF, BKRRF, OCGSF, DSVSF, IPT, VZLA, GGD
Time Horizon: 2-to-3-Year Core (Extended to 2030)
Strategy Profile: Defensive 60% Producer Anchor with High-Beta Options Continue reading
Written Sunday June 14, 2025, By Tom at LOTM
Demand for Silver is strong. Space development will increase the demand for silver. However, be aware, silver will not be in demand for solar panels that create energy in space. These are stated as facts. You can follow up for details about this in your own time.
Silver has pulled back from the highs of late January 2026. It is our view that this is a correction within a multiyear bull market. As investors and speculators, it is time to rebuild positions in Physical Silver and Silver Miners. If you are a momentum trader, short or long term, wait for the price to rise above moving average analysis.
The first wave was driven primarily by Bitcoin adoption. The second wave expanded into decentralized finance, stablecoins, and blockchain infrastructure. We believe the next phase will be driven by the convergence of digital assets, artificial intelligence, tokenization, and institutional adoption.
This report highlights seven companies that we believe offer attractive asymmetric risk/reward opportunities over the next two years.
Our objective is not to identify the safest investments. Instead, we seek opportunities where the potential reward may significantly outweigh the risk if management executes successfully and industry trends continue to develop.
Investors should understand that many of these companies are volatile and speculative. We are willing to accept that volatility because our goal is capital appreciation rather than short-term stability. Continue reading
Is there material news on Bittensor (TAO*) or xTAO Inc. (XTAIF*) considering the fall in prices on Tuesday June 2, 2026? Continue reading
63 Companies & ETFs ranked by Stage Analysis probability using market action through Friday May 29, 2026, close.
Focus group: Crypto High-Distribution, Option-Income, Crypto / Blockchain / AI ETFs, and Individual Crypto / Blockchain / Fintech / AI-linked equities.
LOTM currently has about 70 names in our Stage Analysis inventory. We are adding names and sectors weekly to build to select the highest-probability, highest-potential names we follow. New sectors, with a goal of building sectors that are not correlated to each other for balance, include 1) biotech/genomics, 2) gold, silver, copper, and forestry, and 3) energy, including oil & gas, geothermal, nuclear, and solar.
We are building with the assistance of AI, our Stage Analysis model that is published weekly. We posed the following question to the AI platform below.
AI, Please rank the names in the Crypto / AI folder Analysis system and select the top ten asymmetrical opportunities when a three year timeline is considered. Include all six groups and names in those six groups as companies to consider.
Tom, using the framework we’ve built together over the last several months, I am ranking these based on: Continue reading
Comparative Review of WY, RYN, WFG and UFPI
Prepared for Long-Term (3-year) Investors
Executive Summary
LOTM is focused on Crypto/AI related companies and Physical Mining Companies. We want to add a third investment leg that is not correlated to Crypto or AI to reduce volatility. The forestry industry is cheap, I mean CHEAP. This report reviews four companies operating within the timber, forest products, and wood-products industry. The goal is to evaluate potential price appreciation, dividend characteristics, balance-sheet strength, cyclical opportunity, and strategic positioning over a three-year outlook. Our goal is a double or better in three years or less.
