Tuesday, November 05, 2024
Nvidia Numero Uno in Count Down to President Donald Pump Election Victory / Companies / Nvidia
By: Nadeem_Walayat
Dear Reader
It's voting day in the US election 2024 and if you don't know already my consistent view since the start of the year has been that Donald Trump will beat Kamala Harris and enter the Whitehouse for the second time as illustrated by my recent video.
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Tuesday, November 05, 2024
Trump or Harris - Who Wins US Presidential Election 2024 Forecast Prediction / Politics / US Presidential Election
By: Nadeem_Walayat
The brainwashed masses think that Donald Pump or Karamal Parris will win and save America! Despite every President in history never delivering on what they promised, all that they will do is PRINT MORE MONEY and leave office a lot richer than they were before taking office.
My view that President Pump will win has stayed constant all year regardless of what the opinion polls have stated as they whipsawed between giving Parris a Lead over Pump. Latest polls continue to give Harris a coin flip lead over Trump after taking over from lost all of his marbles Biden.
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Sunday, November 03, 2024
Stock Market Brief in Count Down to US Election Result 2024 / Stock-Markets / Stock Markets 2024
By: Nadeem_Walayat
Dear Reader
It's your lucky day, you get access to my latest pre-election market brief made available to patrons earlier today. For immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before next rises to $10 per month for new sign-ups. https://www.patreon.com/Nadeem_Walayat.
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Sunday, November 03, 2024
Gold Stocks’ Winter Rally 2024 / Commodities / Gold & Silver Stocks 2024
By: Zeal_LLC
The gold miners’ stocks are heading into their winter rally, when strong seasonal tailwinds help boost their advances. This is especially pronounced when gold stocks’ primary drivers of sentiment, technicals, and fundamentals are bullish, which is certainly true today. This sector is nearing a psychological tipping point of surging popularity, making secular breakouts, and earning record profits fueled by these record gold prices.
Seasonality is the tendency for prices to exhibit recurring patterns at certain times during the calendar year. While seasonality doesn’t drive price action, it quantifies annually-repeating behaviors driven by sentiment, technicals, and fundamentals. We humans are creatures of habit and herd, which naturally colors our trading decisions. The calendar year’s passage affects the timing and intensity of buying and selling.
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Sunday, November 03, 2024
Why Countdown to U.S. Recession is Underway / Economics / Recession 2024
By: EWI
Recession chances? One major Wall Street firm says only 15% "after better-than-expected jobs report." (Reuters, Oct. 7) Yet, in Elliott Wave International's view, economic numbers are laggards and do not predict anything. Better to pay attention to this indicator from EWI's October Elliott Wave Financial Forecast:
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Saturday, November 02, 2024
Stock Market Trend Forecast to Jan 2025 / Stock-Markets / Stock Markets 2024
By: Nadeem_Walayat
Dear Reader
This extensive analysis Stock Market Trend Forecast Sept 2024 to Jan 2025 was first made available to patrons who support my work. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before next rises to $10 per month for new sign-ups. https://www.patreon.com/Nadeem_Walayat.
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Friday, November 01, 2024
President Donald PUMP Forecast to Win US Presidential Election 2024 / Politics / US Presidential Election
By: Nadeem_Walayat
The brainwashed masses think that Donald Pump or Karamal Parris will win and save America! Despite every President in history never delivering on what they promised, all that they will do is PRINT MORE MONEY and leave office a lot richer than they were before taking office.
My view that President Pump will win has stayed constant all year regardless of what the opinion polls have stated as they whipsawed between giving Parris a Lead over Pump. Latest polls continue to give Harris a coin flip lead over Trump after taking over from lost all of his marbles Biden.
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Monday, October 28, 2024
At These Levels, Buying Silver Is Like Getting It At $5 In 2003 / Commodities / Gold & Silver 2024
By: Hubert_Moolman
The current setup on the silver chart is a lot like the start of the silver bull market of the early 2000s. In those days silver was under $5 and considered cheap.
The current bottoming pattern from around 2014 to now is very similar to the early 2000s bottoming pattern (see the chart below).
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Monday, October 28, 2024
Nvidia Numero Uno Selling Shovels in the AI Gold Rush / Companies / Nvidia
By: Nadeem_Walayat
Folk need to realise that the likes of Chat GPT are mere milestones and not the final destination. As I have said before OpenAI will probably soon become a footnote in the history books. LLM's are a toy compared to what's to come but this also means all those companies going all in on LLM's won't survive or not capitalise on their investments. This is what a bubble looks like, inflated on ever higher expectations as is happening with LLM's when they are just toys. We are probably looking at the top of the LLM's bubble that will give way to the next phase in this building AI bubble where what remains at the core of the AI mega-trend is Nvidia with it's GPU's now rebranded as a family of AI processors or which more accurately should be called compute accelerators. So it was well past the time for Nvidia to become the NEW Numero Uno, with Google nudged to 2nd place in my Quantum AI tech stocks portfolio as we watch Nvidia getting rich by selling AI shovels to ALL of the tech giants. And in this case the shovels have an expiry date as they become OBSOLETE! At the maximum for most applications the life span of the infrastructure Nvidia is selling is 5 years! So not only is the Accelerated Compute market growing, all of the hardware also needs to be refreshed every 4-5 years!
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Monday, October 28, 2024
The Future of Online Casinos / Personal_Finance / Gambling
By: Sumeet_Manhas
The gaming industry advances quickly thanks to technology, rules, regulations, and people's demands. Due to the increasing complexity of digital platform technologies, the future of online casinos is in innovation, openness, and increased accessibility of betting services worldwide.The global online gambling market was valued at around $66.7 billion in 2020 and is predicted to reach $127.3 billion in the year 2027, growing at a CAGR of 10.9%. This growth has been occasioned by a rise in the uptake of smartphones and the Internet, which provide players with convenience in online casinos. Furthermore, using digital payment solutions such as cryptocurrencies enables users to transact safely without revealing their identity, thus building consumers' trust.
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Sunday, October 27, 2024
Panic in the Air As Stock Market Correction Delivers Deep Opps in AI Tech Stocks / Stock-Markets / Stock Markets 2024
By: Nadeem_Walayat
Dear Reader
This analysis Panic in the Air As Stock Market Correction Delivers Deep Opps in AI Tech Stocks. was first made available to patrons who support my work. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before next rises to $10 per month for new sign-ups. https://www.patreon.com/Nadeem_Walayat.
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Sunday, October 27, 2024
Stocks, Bitcoin, Crypto's Counting Down to President Donald Pump! / Politics / US Presidential Election
By: Nadeem_Walayat
The brainwashed masses think that Donald Pump or Karamal Parris will win and save America! Despite every President in history never delivering on what they promised, all that they will do is PRINT MORE MONEY and leave office a lot richer than they were before taking office.
My view that President Pump will win has stayed constant all year regardless of what the opinion polls have stated as they whipsawed between giving Parris a Lead over Pump. Latest polls continue to give Harris a coin flip lead over Trump after taking over from lost all of his marbles Biden.
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Sunday, October 27, 2024
UK Budget 2024 - What to do Before 30th Oct - Pensions and ISA's / Politics / UK Tax & Budget
By: Nadeem_Walayat
The Labour government budget is set to punish those who work hard and reward those on benefits by seeking to fill a £22bn hole in the finances though not by raising income, tax or VAT. So the plan is to hit those with assets which means the Labour government is coming after many folk who would not consider themselves as being rich. perhaps all it takes is living in a property worth £1 million will put folk in the cross hairs of the Liebour government.
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Sunday, October 27, 2024
7 Days of Crypto Opportunities Starts NOW / Currencies / cryptocurrency
By: EWI
Hi,
Crypto volatility is ramping up! That's why we think the timing is perfect for this FREE event...
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Sunday, October 27, 2024
The Power Law in Venture Capital: How Visionary Investors Like Yuri Milner Have Shaped the Future / InvestorEducation / Learning to Invest
By: Sumeet_Manhas
In The Power Law: Venture Capital and the Art of Disruption (2022), Sebastian Mallaby delves into the transformative impact of venture capital (VC) on industries worldwide.
The book examines how some of the most successful figures in the field, such as billionaire Yuri Milner, have harnessed the power law to secure massive returns. These investors have played a key role in shaping the future of technology and innovation.
Sunday, October 27, 2024
This Points To Significantly Higher Silver Prices / Commodities / Gold & Silver 2024
By: Hubert_Moolman
Since the creation of the Federal Reserve, the Dow Jones has significantly outperformed silver.
It was only during brief periods before the 1919 and 1980 silver peaks that silver was able to outperform the Dow (see the Dow/Silver chart below).
Friday, October 11, 2024
US House Prices Trend Forecast 2024 to 2026 / Housing-Market / US Housing
By: Nadeem_Walayat
Dear Reader
This article is part 3 of 3 of my extensive analysis US Housing Market Analysis, House Prices Trend Forecast 2024 to 2026 that was first made available to patrons who support my work. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before next rises to $10 per month for new sign-ups. https://www.patreon.com/Nadeem_Walayat.
CONTENTS
Stock Market Trend Forecast
US Stock Market vs M2 Money Supply
AI Stocks Portfolio
Nvidia 10 for 1 Stock Split
AI Computers Hype
2024 - AI Equals Loss of Agency
Why Alien Intelligence Cannot Predict the Future
Consequences of AI
UBI - Universal Billionaire Income
GLOBAL WARMING Housing Market Consequences Right Now
RECESSION When Yield Curve Uninverts
Global Debt Bubble.
IMMIGRATION DRIVES HOUSE PRICES HIGHER
US Housing Market Free Equity
US FIXED MORTGAGES LIMITING SUPPLY
HOA Nightmare
Florida Hurricanes
Rentals Crisis
Who is Buying All the Houses?
Commercial Property Capitulation
US House Prices Momentum
US House Prices Trend Forecast
US Housing Market Stocks
UK General Election - 4th July 2024
Monday, September 30, 2024
US Housing Market Analysis - Immigration Drives House Prices Higher / Housing-Market / US Housing
By: Nadeem_Walayat
Dear Reader
This article is part 2 of 3 of my extensive analysis US Housing Market Analysis, House Prices Trend Forecast 2024 to 2026 that was first made available to patrons who support my work. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before next rises to $10 per month for new sign-ups. https://www.patreon.com/Nadeem_Walayat.
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Monday, September 30, 2024
Stock Market October Correction / Stock-Markets / Stock Markets 2024
By: Nadeem_Walayat
Stock Market Brief - 30th Sept 2024 - 5am UK Time
S&P FOMO's to new all time high which is against the seasonal trend for a down Sept, which is good in that it is the focus of my next analysis that allows one to determine what follows an UP Sept and it's derivatives for what it means for not just the next few months but for the whole of 2925. Preliminary analysis suggests to expect a strong Q4 and a bullish 2025 which will be the third full year of the stocks bull market, yes that's right those FOMO buying to push the S&P to a new all time high are TWO YEARS LATE TO THE PARTY! The true smart money was FOMO catching those falling knives into the October 2022 lows as I stated at the time your best buys will be your most painful to do!
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Monday, September 30, 2024
The Folly of Tariffs and Trade Wars / Politics / Protectionism
By: Richard_Mills
This week Donald Trump said he would hit John Deere with a 200% tariff if the agricultural/ construction equipment manufacturer made good on plans to move production to Mexico.
The Republican presidential nominee has frequently said he would punish automakers with a monster tariff if they move to Mexico, but according to Reuters this is the first time he has threatened John Deere.
The company earlier this year announced it was laying off hundreds of employees in the US Midwest and increasing production capacity in Mexico. The decision has upset workers and political leaders, and pushed the issue of tariffs onto the campaign agenda.
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