As I am about to return to TD Ameritrade I posted recent performance for readers yesterday. I should have waited a day because we are having a boom on Monday, apart from the lagging Dow Jones Industrials. Among the DJ shares losing traction is Boeing BA, which I sold after its failure to ensure the safety of its 737-Max planes. I will be unable to trade during the ACAT process so am conservative.

Lukashenko looks like he will be ousted even with Russian President Vladimir Putin backing his regime. Let this be a lesson for our own Putin fan who also almost certainly got backing Trump.

I'm unhappy about one of our shares rising and being tipped by analysts. BP plc which is aiming to cut its carbon footprint, gained today because the US Administration is allowing new oil drilling in the Alaskan Arctic Wildlife Refuge, showing contempt for worries about global warming. BP was tipped by Piper Sandler which raised it to overweight from neutral and upped its target price to $31 from $28.

Our best performing stock is in a different part of the energy business, alternative fuels. Mauritania-based Azure Power Global rose 12%+ today to a new high of $25.62... AZRE is controlled by the Quebec Province retirement fund and the International Finance Corp. (the market investing arm of the World Bank) makes solar panels for Indian companies. With its homeland hit by a huge oil spill, AZRE is gaining investment.

Another “green” play, Canadian Algonquin Power, got mixed ratings after it reported last week. It is a global utility offering both classic and green power to both sides of the US-Canadian border. Barclays raised its to overweight for Canadians with a 27 loony cent target price, ups from 22. It was also rated outperform by the Royal Bank of Canada. But Wells Fargo cut the US shares to equal weight and its TP to $15 from $16 (US). AQN hit $13.72 before falling back. It yields 4.6%.

Warren Buffett added Barrick Gold to the Berkshire Hathaway portfolio and GOLD stock rose 11.5% in early trading by copycats today. Easy come easy go. We hold a less well-known miner, Kirkland Lake Gold, a Canadian dual-listed company, which rose only 6.41% today. And the physical-gold-owning exchange-traded fund SPDR Gold (GLD), rose only 2.3%.

China poured money into Hong Kong stocks, boosting carmaker NIO by 5.25% and drug-maker Beigene (BGNE) by 7.25%. This is politics, not investing, but it did raise the Hang Seng Index by 0.65% to 25250. We own shares of the index maker HSNGF Hang Seng Bank.

The US Commerce Dept has further restricted chip sales to Huawei, the Chinese 5G phone equipment maker. China is not yet retaliating over US stocks. Both Prosus and Napsers, proxies for Tencent gained, PROSY by 0.75%, and NPSNY by 0.82%. TCEHY bought into French game studio Voodoo, as in voodoo economics.

Emerging market stocks are up, apart from China-influenced ones, like Cemex CX, up 1.8%. My favorite Mexican stock is Orbia Advance Corp (formerly Mexichem and still MXCHF) which bought control of an Israeli drip-feed system using its PVC tubes, did a big deal with India to supply irrigation to farmers, a key food hope.

Cemex rose. But it has not kept up with CRH, the Irish based cement firm.

Teva, the Israeli generics drug giant, rose 0.52% as it converted $1 bn of Dutch regulation S bonds into US regulated ones which can be bought by retail investors. We already own two series of TEVA bonds. In the opioid case, the largest tiny town Walgreen drugstore distributor of TEVA's methadone was indicted.

As usual, our drug stocks are riding high. Swiss Roche is up because its risdiplam for treating spinal muscular atropy was given the equivalent of US Breakthrough status by the European Medical Authority. RHHBY is Swiss.and up over 2% here.

Israeli Compugen CGEN rose 3.49% to catch up to Tel Aviv yesterday. Canadian Zymeworks ZYME gained 2.68%. Both work on cancer drugs.

Swedish-British Astra-Zeneca AZN is up 2.46% on news it will supply both the EU and the Argentina-Mexican coronavirus producers with vaccine at cost.

UK defense stock BAE Systems gained because it is supplying hush-hush intelligence and cyber-crime and fraud protection in the US under the newly created Intelligence Network alongside technology firms like Microsoft. BAESY also sells its Internet safety systems to the US military via a sub.

Mercado Libre, MELI, the authentic Amazon for the countries where it flows, is up 2.5% today. MELI is now incorporated in the US but before that was run by the same Argentines from Uruguay. It does advertising, sales, and finance for Latin American firms and customers.

Today's few losers are the banks, Santander SAN down by 0.67%, Bank of Nova Scotia BNS by 0.53%, and Banco Latino BLX by 2.25%.

Ireland's Greencore GNCGY crashed today after its sandwich-making operation in Yorkshire was hit by coronavirus. It is unsellable with Merrill, one reason I am leaving the Thundering Herd. My investment was all of $4000 and it fell by a third so I can just write it off. Fear of food contamination led Mexico's to a drop of 3.8% by Grupo Bimbo, a world-scale bakery giant after it opened up 3.65%. If the Irish cannot control the virus the theory is Mexicans can't either. We are down about 8% on GRBMF but I want to pay less.