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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