“More recently, the West began using technology to flatten the very physical evidence of natural cycles. With artificial light, we believe we defeat the sleep-wake cycle; with climate control, the seasonal cycle; with refrigeration, the agricultural cycle; and with high-tech medicine, the rest-recovery cycle.” ― William Strauss, The Fourth Turning: An American Prophecy “Sometime before the year […]
The Inflation has Landed The media has recognized and confirmed what we have been warning about for some time, that inflation was on the way. Well it is finally here. ‘The accommodative/bailout policies of Greenspan and his protégé Bernanke as figureheads of federal intervention and involvement into financial and monetary affairs and their ability to
“It is inhumane, in my opinion, to force people who have a genuine medical need for coffee to wait in line behind people who apparently view it as some kind of recreational activity.”― Dave Barry STARBUCKS LEADS THE PACK The Pandemic has seen consumer needs change dramatically. Starbucks, one of the largest coffeehouse chains in
Addiction Trumps Corona Read More »
Our ‘Social Unrest’ trade via Smith & Wesson (SWBI) is up 53.8% since our entry on 27 May and we expect more to come. It was trading as AOBC on entry but changed it’s name back to Smith & Wesson as we outlined in the original article. Our original piece: https://lnkd.in/erzs2xc We pay attention to what
The U.S. has the highest levels of gun ownership per capita rate in the world and due to recent events such as the Pandemic and the latest eruption of civil unrest over the past week, we have identified ‘Social Unrest’ as a new investment theme for our portfolio. According to the FBI background check system,
Bring out the Guns Read More »
“It is impossible to produce superior performance unless you do something different from the majority.” – John Templeton Portfolio Update: Performance from 11 October 2018 -Present +33.88% Vs SPY-S&P 500 Index +7.36% over the same period.
Who wants to sit in a crowded waiting room at the local medical center with people coughing and sneezing around them? With the onset of the Coronavirus pandemic, a number of telehealth regulations have been eased to help doctors and patients interact virtually. We recognized the potential growth in Telemedicine being jolted into overdrive as
Telemedicine Trend Read More »
GDXJ tracks the performance of the most liquid junior companies in the global gold and silver mining industry. We are up 80% in less than 2 months since opening a position on 23 March 2020.
GDXJ – VanEck Vectors Junior Gold Miners ETF Read More »
We can see from the 6 month chart of the iShares Core S&P 500 ETF (IVV) above that the beginning of this recent market rally saw huge buying volume in late March. Last week saw dwindling buying volume creep in which is below the average over the past 6 months. Lower buying volume is often
Knocking on Reality’s Door Read More »