“We tell ourselves stories in order to live”, Joan Didion (writer and journalist). Thematic investing brings this notion to the fore. Avenues of investing aligned with megatrends are inherently predicated on visions of the future. But what makes thematic investing a lot more palatable than prophesising is that certain megatrends are already in motion. Thematic...
Recently, the following headline caught my eye: ‘Tesla Supplier Panasonic Plans Additional $4 Billion EV Plant in U.S.’ 1 Even in an environment with significant inflation, and a monetary policy that may continue raising rates for some time, significant capital expenditure continues within the battery space. Panasonic is particularly notable because, in July...
We recognise we have a diverse array of readers, probably some individual business owners, some employees of large companies, some employees of smaller companies and possibly even some people who are retired or between jobs. Whatever your situation—how many different cybersecurity tools are you aware of that you interact with? A password manager? A single-sign-on...
Those of us following the markets in 2022 have tended to hear certain words again and again: Supply chains Energy shortage Inflation Renewable energy metals We need energy. We want to transition from significant emissions of greenhouse gases towards more sustainable, climate-neutral sources of energy. It is difficult to foresee the demand for batteries...
Ticker: $BBBY Event: Mega head and shoulders Date: 9/17/2001 to 9/17/2022 Note: Mega head and shoulders lasting 21 years will complete and propel the stock into the largest squeeze in human history. Buy price target 1.50, sell target $100, $200, $280.
Bitcoin logarithmic diagram Wow interesting discipline! BNC:BLX BINANCE:BTCUSDT
One more cup of potential from the African Megatrend. (I think.)
Let's take a walk together, near the ocean floor Hand in hand you and I Let's cherish every moment we have been given Cherish the love we have We should cherish every bagholder that gets decimated The collapse of the United States Has been long coming George Soros broke the bank of england to warm up before breaking the us central bank They cannot...
Here for the mega long run? Highlights & Forecast: a) 20y bull market is followed by 10y consolidation b) Last consolidation period ended in 2013 c) This bull market will last until 2033 and reach 15k