Film of the Year 2022
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The film of the year has to be Top Gun II, the visual effects and retelling to future generations of the need to secure our borders and the need for friends and buddies which will not turn their back on you.
Posts
Problem areas where rates are soaring
All the blue represents problem areas where rates are soaring… The green – mainly Russia and China – are lowering rates ready for growth…
Time to dip a toe!
This list of examples goes on and on. Going back to 1950, the market’s six-month moving average flipping higher has consistently marked the end of bear markets and the beginning of new bull markets. Average returns a year after this phenomenon happens? About 20%! Time to dip a toe!
Benefits with AI
There are many ways in which artificial intelligence (AI) has the potential to benefit humanity. Some of the most significant ways include: Improving healthcare: AI can be used to analyze large amounts of medical data to identify patterns and trends that can help diagnose diseases and predict outbreaks. Enhancing education: AI can be used to personalize learning experiences and provide individualized instruction to students. Increasing efficiency: AI can be used to automate tasks and processes, freeing up time for humans to focus on more complex and creative work. Protecting the environment: AI can be used to monitor and track environmental conditions, helping to identify and address environmental problems. Advancing scientific research: AI can be used to analyze large amounts of data and make predictions that can help guide scientific research and discovery. Improving transportation: AI can be used to develop self-driving vehicles, which have ...
Risk with AI
There are several risks associated with artificial intelligence (AI) that are worth considering. Some of the most significant risks include: Bias: AI systems can perpetuate and amplify biases that are present in the data used to train them. This can lead to discriminatory outcomes and harm marginalized groups. Lack of accountability: It can be difficult to determine who is responsible when an AI system makes a decision or takes an action that has negative consequences. Job displacement: As AI systems become more sophisticated, they may be able to perform tasks that are currently done by human workers. This could lead to job displacement and unemployment. Security risks: AI systems can be vulnerable to cyber attacks, which could have serious consequences if the system is being used in a critical application. Loss of control: As AI systems become more complex and autonomous, it may be difficult for humans to understand how they make decisions or to int...
Outlook 2023
USA need more OIL Worst 60/40 portfolio since 1980 Extended options negativity Favours OIL Wait for options negativity to break maximum negativity and look for shoots This is the time to deploy capital — directly into the storm. Some of these companies are paying dividends north of 10%, and the money provided by these strong managers can be used to buy more stock through dividend reinvestment, building upside potential over the long term.
Jobless claims and rate hikes!
The higher the weekly jobless claims number goes, the more likely the Fed will look at slowing down rate hikes, and ultimately that should help the market get out of the doldrums. Seasonal staff have taken the pressure off which may see a smaller or no rate high next time.
Inflation 2022 EOY
Is inflation starting to ease or are investors taking an educated risk getting into the market? Are the whales trying to make a santa profit for December before the EOY?
Markets in 2023
World inflation set to fall, but will it be even. World GDP will not be even and will favour cheap labor Figure 4 - Getting real Real yields* in 10-year developed and developing market bonds Bonds levels will move into the positive Sharp pull-back and slow march up as EPS better due to cost cutting Hold cash to get deals when people bail due to early EPS which will get better in H2 due to cost cutting Massive cost due to migration away from fossil fuels
Uber Copter - cheaper than other methods of travel
You can now take an uber copter which is the cheapest method shown!
Another Stimulus
Another Stimulus One of the great independent journalists who has really found his mojo during this crisis has been Jordan Schachtel. His substack account seems often ahead of the major news. He drew my attention to something so bizarre that I never imagined it would happen. He believes that the politicians are, right now, plotting another stimulus check drop on citizens as a way of helping people deal with inflation.
Every year it is difficult to get anywhere - trains, planes and automobiles
Every year it is difficult to get anywhere - trains, planes and automobiles
Wearable Sensor Monitors Biomolecules In Deep Tissue
Wearable Sensor Monitors Biomolecules In Deep Tissue
John Deere Turns To 3D Printing More Efficient Engine Parts
John Deere Turns To 3D Printing More Efficient Engine Parts
Demand for drones
The UK Ministry of Defence has awarded Lockheed Martin UK a £129m contract to replace its existing mini uncrewed aerial systems (MUAS)...
Nike. - indicator of spending by public
NIKE - share that indicate the spending power of the public, good indicator of health of the market
FedEx Deliveries - early market indicator
FEDEX can be seen as an early indicator of a market slowdown or a market uptick.
Cost of living - need more CPI/RPI figures for groups of people
Inflation has been running hot for about 5 years but we have not really noticed. The basket that calculates inflation is changed multiple times a year to mask the real cost of inflation. Inflation is a very personal figure and should have a range for the multiple stages in life. Education, early workers, late workers, and retirement and probably stages inbetween.