Thursday, October 21, 2021
Why A.I. Is About To Trigger The Next Great Medical Breakthrough / Companies / Healthcare Sector
The healthcare industry is one of the fastest growing in the world, but today, it's seeing a major disruption.
With everything from work meetings to family gatherings going digital since 2020, this mammoth $12 trillion industry is joining the new tech renaissance to deliver a much-needed overhaul.
That’s why trillion dollar Big Tech companies like Google, Amazon, and Apple are all trying to make a move into healthcare.
Now, the way people make decisions about their health is beginning to look drastically different from how it did 24 months ago.
The Wall Street Journal says, "Tech advances put the annual doctor visit on the critical list."
And Forbes says, "Artificial intelligence offers an unprecedented opportunity to... reshape the practice of healthcare."
Wednesday, October 20, 2021
Gold Price Slowly Going Nowhere / Commodities / Gold and Silver 2021
“Gold going nowhere” seems to be a reasonable description of recent price action in the metals markets.
Below is a daily chart of GLD for the past year…
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Wednesday, October 20, 2021
Shocking Numbers Show Government Crowding Out Real Economy / Economics / US Economy
The stampede of dollars into the gold and silver markets has not yet begun. There is record demand for coins, rounds, and bars, but institutional money is still ignoring precious metals, for the most part.
Anyone wondering why, can find a clue in the current makeup of the U.S. economy.
The large majority of the nation’s spending, and wealth, is handled by people who don’t have much in common with gold bugs – at least not yet.
Let’s start with some data.
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Wednesday, October 20, 2021
Crude Oil Is in the Fast Lane, But Where Is It Going? / Commodities / Crude Oil
What’s the price level exit for the black gold?
The new front month contract (as we switched now to Dec’21) for WTI Crude Oil futures closed the week at $82 per barrel on Friday (Oct. 15th).
Fundamentally, nothing seems to be able to stop, in the short term, the surge in crude oil prices which continued to rise on Friday amid concerns over supply, since the WTI hit a new high in almost seven years.
In addition, the slight decline of the US dollar may signify a more marked optimism of the markets in the perspectives of a gradual recovery of the global economy.
Wednesday, October 20, 2021
3 Tech Stocks That Could Change The World / Companies / Tech Stocks
The mega-industries of energy, healthcare, and digital advertising aren’t just ripe for disruption … they’re already being shaken to the core by tech advancements that were thought impossible just a short while ago.For the energy industry, solid state batteries could change everything. And it’s not a moonshot, anymore. These are the next-gen saviors of the battery industry, and by extension, the entire EV segment.
Billions of dollars are pouring into advanced technology that is no longer in the realm of pure imagination. It’s being commercialized as we speak, and the auto industry’s giants are piling in.
And the healthcare industry, broken and severely challenged as it has been, isn’t just being disrupted--it’s being digitally rewritten. Telemedicine was soaring even before the pandemic. Now it’s explosive.
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Tuesday, October 19, 2021
Best AI Tech Stocks ETF and Investment Trusts / Companies / Tech Stocks
You all know I'm not a funds guy, I prefer to micro manage my portfolio i.e. if I want to sell ALL of my Amazon holdings then I SELL all of my Amazon holdings which is not possible with funds. However in pursuit of an ETF that closely matches my fully invested AI stocks portfolio then the iShares Expanded Tech Sector ETF that has been in existence for 10 years in which time comes close by holding all 6 of my Top 6 AI stocks in meaningful levels which has apparently delivered a return of 600% over the past 10 years and carries a relatively low expense ratio of 0.43% (management fee).
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Tuesday, October 19, 2021
Gold Mining Stocks: Will Investors Dump the Laggards? / Commodities / Gold and Silver Stocks 2021
Mining stocks were picked up by investors in the latest bullish wave. But these bad performers may be dumped just as quickly as they were bought.
After the HUI Index rallied back above the neckline of its bearish head & shoulders pattern, a new bull market for mining stocks has finally begun. Or has it? Well, after an identical development occurred in 2000, the HUI Index soon invalidated the breakout (and once again confirmed the breakdown) and a sharp decline followed.
Tuesday, October 19, 2021
The Most Exciting Medical Breakthrough Of The Decade? / Companies / BioTech
According to Google’s Health boss David Feinberg... over one billion people a day search Google for health concerns.But, what if, instead... they could "consult" a phone app with the power of hundreds of doctors?
That's exactly what will be available weeks from now when Treatment.com’s (CSE: TRUE; OTC: TREIF) and their big tech platform for healthcare, deliver the breakthrough AI app Cara launches.
After five years in beta, we think that they are about to disrupt the $11.8 trillion healthcare industry.
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Tuesday, October 19, 2021
Prices Rising as New Dangers Point to Hard Assets / Commodities / Inflation
A big week for precious metals markets as inflation pressures push consumer prices to painful new heights.
On Thursday, the U.S. Labor Department reported that inflation at the wholesale level is up 8.6% from a year ago. That’s the steepest annual advance since the data started being reported.
Of course, Americans who have shopped at a grocery store recently or tried to rent or buy a car don’t need to read a government report to discover that prices are surging. In many respects, inflation is even worse than reported officially.
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Tuesday, October 19, 2021
It’s not just Copper; GYX indicated cyclical the whole time / Commodities / Copper
Copper makes the headlines, but GYX has been bullish all along; gold awaits its time as the message from metals land is bullish, risk ‘on’ and cyclical
While copper went through its correction we have been noting each week in NFTRH that the Industrial Metals index, GYX had never aborted its bullish stance. Trends remained up and the index price held the SMA 50’s intermediate trend all the while copper (CPER, which I hold, in lower panel) worked through its summer correction.
The Industrial Metals are a primary indicator of cyclical inflation and by extension, economic reflation.
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Monday, October 18, 2021
Inflation Or Deflation – End Result Is Still Depression / Economics / Economic Depression
INFLATION OR DEFLATION
The debate continues but not much has been said that clarifies the issue for ordinary investors. What follows in this article should help.
Inflation is the debasement of money by government and central banks. The Federal Reserve and all central banks practice inflation by expanding the supply of money and credit continuously and intentionally.
This debasement of the money results in effects that are harmful and unpredictable. One of these effects of inflation is an unquantifiable loss of purchasing power in the money itself.
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Monday, October 18, 2021
A.I. Breakthrough Could Disrupt the $11 Trillion Medical Sector / Companies / BioTech
A massive disruption now appears imminent in one of the world’s largest – and most important – industries.
In much the same way that Amazon disrupted the retail business – and how PayPal disrupted the payments industry – one under-the-radar health technology company now seeks to transform the $11.85 trillion global health industry.
By moving healthcare away from brick and mortar, traditional medicine into an AI-driven tool that offers unprecedented speed, efficiency, and accuracy...
Monday, October 18, 2021
Chinese Tech Stocks CCP Paranoia, VIES - Variable Interest Entities / Companies / China Stocks
Don Xi Jin Ping Corleone continues to extract an ever escalating VIG from the chinese tek giants, three of which Bidu, Alibaba and Tencent perked my recent interest to start accumulating into once they crossed below a PE of 20 and for the fact their earnings growth continues to compound on an exponential trend trajectory, so buying chinese stocks should be a no brainier over a 3 to 5 year hold, i.e. new all time highs should be eventually a done deal.
However, as I keep pointing out we are dealing with a mafia enterprise in the Chinese Criminal Party (CCP) and so all must bow their heads down before Emperor Xi Jin Ping who has all the whole marks of absolute power having gone to his head, i.e. he is starting to go the way of all dictators by going a little insane, demanding tributes to the tune of hundreds of billions of dollars. For instance Tencent recently pledged to offer the crime syndicate $100 billion, likely soon to be followed by the other tek giants.
At this point in time it is difficult to say how long the tech blood bath will continue until the mafia that runs China has gorged itself full on hundreds of billions of dollars, but at this point in time I still see a fall in the chinese tech stocks as being temporary for I can not imagine that the Chinese mafia will actually kill the goose that lays the golden eggs, I am sure there will be some confucius quotes being brought to the attention of Xi Jin Ping.
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Monday, October 18, 2021
Inflation Peaked Again, Right? / Stock-Markets / Financial Markets 2021
S&P 500 upswing continues, and is dealing with the 4,470 resistance – but the credit markets don‘t confirm. Still, that‘s rather a sign of stock market strength than of pending doom. The break back above the 50-day moving average has very good odds of sticking, and the sectoral performance bodes well for further advances. Financials and consumer discretionaries liked the daily upswing in yields while tech and real estates fared well regardless. VIX is likely to probe even lower values, it seems.
So, the open S&P 500 long position is working out well, and will likely continue to do so as higher yields just can‘t help the dollar rise. Inflation expectations are again turning up as we have moved from 1H 2021 Fed saying that inflation was transitory to the current phrase that inflation is transitory, but would last longer than we though. The next stage (arriving latest in Q1 2022) will likely be that inflation is sticky but we have tools to deal with it, followed by putting up a happy face that it‘s a good thing we have inflation after all.
Silver will likely keep leading gold, and the nearest target for the gold to silver ratio is 73. Crucially, miners keep confirming the upswing, and the copper example bodes well for silver as both metals are essential for the green economy, talking which means that crude oil is also likely to keep rising. Time to extend the commodity profits even more at a time when crypto gains keep doing great.
Reflation is slowly giving way to stagflation – GDP growth is slowing down while inflation isn‘t disappearing, to put it mildly. The copper upswing isn‘t so much a function of improving economy prospects but of record low stockpiles. Anyway, much more to look for in the commodities and precious metals bull markets that are likely to appreciate much more than stocks this decade.
Monday, October 18, 2021
Gold Stocks Bouncing Hard / Commodities / Gold and Silver 2021
The battered gold stocks are bouncing hard, blasting higher over the past couple weeks! That’s despite the Fed still looking to soon start slowing the pace of its epic money printing. Fed-tightening fears had weighted heavily on the precious-metals realm since June. Gold stocks’ sharp rally confirms they have started mean reverting much higher after withering capitulation selling, portending massive gains coming.
As a professional speculator and newsletter guy for over two decades now, herd sentiment never ceases to amaze me. The vast majority of traders have no perspective, just a what-have-you-done-for-me-lately mentality on the markets. That foolish self-imposed myopia greatly limits their gains, all but guaranteeing they will fail to buy low then sell high. Succumbing to popular greed and fear usually leads to the opposite.
The leading gold-stock benchmark and trading vehicle remains the GDX VanEck Gold Miners ETF. Its price trends reflect prevailing gold-stock psychology. Between mid-May to late September, the major gold stocks per GDX dropped 27.1% in 4.4 months. Nearly all those demoralizing losses accrued across just several brief episodes. And they were all triggered by heavy gold-futures selling on Fed-tightening fears.
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Monday, October 18, 2021
Stock Market New Intermediate Bottom Forming? / Stock-Markets / Stock Market 2021
Current Position of the Market
SPX Long-term trend: The 4540 projection which had been in effect since the March 2020 low has now been reached, but it is too early to call for an end to the bull market which started in March 2009.
SPX Intermediate trend: An intermediate correction has started. Let’s see if it evolves into something more serious.
Analysis of the short-term trend is done daily with the help of hourly charts. They are important adjuncts to the analysis of daily and weekly charts which determine longer market trends.
Monday, October 18, 2021
Beware, Gold Bulls — That’s the Beginning of the End / Commodities / Gold and Silver 2021
Strong words, I know. Can I back them up? Well, what we see now – looking at various markets – does indeed look like the start of gold’s end
– The Oracle in Matrix Revolutions, 2003
The counter-trend rally has probably just ended, and the final big downswing has probably just started. This “beginning” of the final downswing is, in my opinion, the beginning of the final part of the prolonged sideways trend in gold that started in 2011. In the case of silver and mining stocks, that’s likely the final part of the decline that started back then.
These are strong words – I know. Let’s see if I can back them up.
First of all, I’ve been writing about the analogy between 2013 and now for many weeks now, and you can read about these analogies in this week’s flagship analysis. This key link remains intact. The charts given below confirm that from the short-term point of view.
Monday, October 18, 2021
Gold Price Flag Suggests A Big Rally May Start Soon / Commodities / Gold and Silver 2021
As precious metals traders have waited out this extended sideways/downward price contraction in price over the past 14+ months, a very broad Pennant/Flag price formation is nearing an APEX level which suggests Gold may begin a new rally phase over the next 60+ days. Support near $1675 is a critical price level that has been tested three times over the past 8 months. The true APEX of the Pennant/Flag price formation will be reached near November 15, 2021 – nearly 30 days before the US Debt Ceiling issue will become another big issue in Washington DC.
Gold Price Flag Initiated After The $1675 Level Based In March 2021
Let’s start with this Gold Daily Chart. I’ve drawn an upper line from the peak price level, in August 2020, across the recent highs in June 2021. Additionally, I’ve drawn a lower line from the lows near September 2020 across a series of price levels that are acting as support. These two major price channels have converged into a Pennant/Flag type of price formation recently.
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Sunday, October 17, 2021
US Economy and Stock Market Addicted to Deficit Spending / Economics / Inflation
What to know what's driving the stock market into the stratosphere? US Deficit Spending! (actually twin deficits including Trade).
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Sunday, October 17, 2021
The Gold Price And Inflation / Commodities / Gold and Silver 2021
An understanding of the relationship between between the gold price and inflation requires historical observation and factual understanding. Below are three specific statements that are rooted in historical fact…
1) GOLD IS REAL MONEY
Lots of things have been used as money during five thousand years of recorded history. Only gold has stood the test of time. It has earned its role as real money because it is the only thing which meets the three specific criteria for money: a measure of value, a medium of exchange, and a store of value.
Gold is and has been easily incorporated into recognizable forms and amounts for use within various standards of weight and measure. Also, gold is scarce, malleable, indestructible and beautiful.
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