MrRenev

The IT & telecomms cycle is over. Next one includes health?

MrRenev Updated   
TVC:DJI   Dow Jones Industrial Average Index
I think healthcare & renewables are the 2 majors treegroves being mentionned.


Healthcare


Nice predictions, after this people can either:
- Be worried about threats (especially with a world so open) ==> A big focus is put into healthcare
- Lose trust because of the horrific predictions ==> Laugh at warnings and ignore them

A huge contributor is the population expanding waistline. The incredible number of fat people (and increasing) means we need to spend more and more into healthcare, which every one wants to be free, and the healthy must pay for the fat, and the social security "free" healthcare thing is a complete pyramid scheme that feeds on itself and grows and grows like an obese alien parasite, it can only go boom unless Jesus makes a comeback and starts to multiply money...

Maybe the major part of the next cycle is nutrition... Or maybe people start figuring out that eating half a kilogram of salt and sugar every day is making them ravenously hungry (salt doesn't make people thirsty it makes people hungry took a while for science to figure this out and will take a lot longer for common folks to do so). If people figure out what makes them hungry then the healthcare pyramid scheme can deflate and it would actually be possible for the world to have free healthcare like they have in Europe and which the USA communists envy, and actually even better.

Who will invest heavilly in healthcare? Governments? LOL with >100% debt and 1 million different unfunded liabilities ye nope.
The mental health sector should do very well thought.


Renewables

An EV bubble AGAIN. Falling asleep. Every 70-100 years there is one now, every time enough time has passed for every one to forget, everyone that experienced the previous one passed away...

I think renewables will continue to be developped, but the next cycle won't be the one of renewables, maybe the one after that...
Yes we will run out of fossil fuels eventually, but in a long time. And less and less people believe in the global warming hoax.
www.tradingview.com/...9-Demand-will-go-up/

Might be some good investments...
I don't know about stocks that well, I don't know Oil companies.
But I know Oil futures.
Here. Just bought 10 mini contracts for the long term.

No big renewable investment for now, I really doubt there will be a big renewable sector boom in the next 50 years.


Currency & Banking

Hitler got elected because of the banking scam. What the NAZI did (atrocities & a world war) as well as their defeat probably prevented the banking scam for being destroyed, althought in 1945-1971 the world adopted the Bretton Woods system.
But the Bretton Woods system ended, and thing have gotten progressively worse, with the banking sect using the NAZI period as an invicibility shield to do anything they want.

In France, the banking cartel waited for general de Gaulle (french WW2 general that refused to surrender and joined the UK, he later became france president) to die to commit a massive scam: The Rothschild law. In 1973 french president Georges Pompidou, which was a directeur general of the Rothschild bank (I am not making this up), and VGE (economy & finance minister at the time, one of the first technocrats), created a law making it harder for the country to borrow from the french central bank and pushing it to borrow money from private banks with balooning interests. And then in 1993 it was made completely impossible for France to borrow from its central bank.

Having some protective mechanisms to avoid Zimbabwe, Germany, Hungary, Yogoslavia, Venezuela, is good. But if these mechanisms are "ok so now the world belongs to bankers" that's not great. The USA central bank is not even separate from the government anymore big fail... European banks are doing negative interest to protect the wealth of the rich at the expense of the 90%...

There is clear room for improvement.

Central banks need to be replaced or changed dramatically. Currencies are imaginary numbers with no value but that's not even a problem if done right.
India have tried going full digital, I'm sure they have no hidden motives kek. Maybe we need real money rather than FIAT I don't know whatever.
A currency that inflates based on gdp growth would be perfect! It's not that hard... Just look at GDP and manipulate the currency accordingly.
And magical infinite brrrr money printing is impossible.

The cryptocurrency bubble has marked the importance of a currency and/or banking revolution (and I mean revolution not reform).

The 90% want a more fair system (where they are not debt slaves) and if it does not come soon they are going to start a civil war or vote for Hitler 2.


End of wageslavery

McDonalds, Youtube, Uber. They all have 1 thing in common: The decentralisation of companies. Not complete decentralisation, but hybrid with some centralisation.
McDonalds & Youtube did great, Uber not so great.
Why would people want to enter indentured servitude?
The future is people running their own business within a firm ==> Large Companies rationalize to cut costs and increase efficiency, and at the same time each location/channel/etc is run by an individual or small group of individuals.
==> By not being entirely decentralized they avoid issues such as everyone having a different opinion.
==> Every "branch" or individual runs his business as he wants to, while respecting the global guidelines.
==> The company leadership does not need to be involved in all the day to day operations, and lets its "franchised" deal with the specifics of their business.
==> Better risk gestion for the company, the franchised has more risk but he will be more involved and make more money and be more independant. Giving up freedom for less risk is not worth it.
==> Advertising is more local & accurate (You avoid ads that tell people to buy "slut" for your child in russia...)
==> International expansion is much easier (mcdonalds - in particular in France they had a very hard time and the model helped them)
==> And more benefits, with a few disadvantages

Alot of people think wageslavery is the normal thing because it was the paradigm their whole lives, but it is only 200 years old - not enough to get a chapter in history books - and the world can function without this on a large scale.


Space exploration

China is planning a special economic zone (capitalist area) on the moon soon.

There might be some ventures... Some things happening out there...

But there is not going to be large scale mining expeditions...

Not going to say much about this, forget it.


Robots and advanced AI

Yeye sure, and flying cars too. In books & movies.

Next.


Large scale transportation

It is possible mass transit gets developped strongly, but politicians are the ones taking care of this so...
Going to take 1 or 2 hundred years ;) And be super inneficient.
It is possible there is a big leap forward and transport gets faster and more efficient but doesn't seem likely to happen in the next 100 years, and the next cycle (2020-2070) is not going to include this no way.


Contraction/Decline

This is when a whole cycle is nothing but red :p
Nothing gets created, nothing gets improved, every one gets rekt except bears.
Bear paradise. Nothing but rekt over and over.
This one makes me tingly, but I do not think it will happen.
The absolute rektage will last years but not 50 years I think.


Other ones

"Nanotech" "Human augments" etc.
Lmao.


This is how cycles have always chained and how they always will:


In 1907 bankers "saved the economy", even Jesse Livermoore got convinced by JP Morgan to buy. The crisis ended and there was no depression.
A more severe recession happened in the 1920s and "the economy was saved". And then in 1929 started the biggest depression in history and no one could stop it and then the biggest war in history happened and nuclear bombs were used and entire countries got destroyed and millions of jews got exterminated. Great job. Bulls are good guys that want to make the world a better place. Absolute morons.

Cycles will never change because humans have the predictive abilities of a sea cucumber.
If they were as good at planning as bees then things would be very different.


My favorite sectors, which I think will be the "big ones" are currency/banking and the end of wageslavery (it will be called differently).
I also think people will disperse more, a major rural exodus type thing, but this is not an investment sector, I'll simply count it in "end of wageslavery".
Comment:
Lmao Oil casually gapped 35% up

LOL!

Historical Oil had some huge spikes in price, and for most of the time the price (inflation adjusted of course) was between 10 and 40 bucks.
Since 1861 the price never dropped below $10 and there was a strong buy reaction when it got that low.

I will post a chart of it with a few thoughts, maybe tomorrow.

It is not impossible the price stays in the 10-20 dollars range for a long while, but I would call it near impossible for it to go lower than this (how could it? Saudi Arabia hid a huge reserve and wants to liquidate it? A price war?). Odds I think are very strong in favor of the bottom being close.

And in any case 10 to 20 dollars is ridiculously cheap for Oil. We will see.
Comment:
Quickly:

> Elon (or someone impersonating him) called far left lockdowns "fascist", and ranted for over a month on covid-19 "dowplaying it", and has called Tesla overvalued

> Big tech (twitter, google) are at this point openly censoring clean facts, scientific papers, data sheets, that doesn't fit their narrative, they are "burning books" and controlling access to information like Hitler

> KLM CEO asks for 10 billion euro's from the government, then asks for a 100% bonus rate!!!!!!!

They're getting so bold! This CEO! OMG! Asking for taxpayers to raise him 100% in a bad year!

These crony capitalists are so bold I can't believe it!

If you don't think we are entering a paradigm shift you are delusional.

Lowest interest rates in 15000 years.
Negative Oil prices first time in history.
Biggest drop in gdp in history.
And so on!

==> Great depression
==> People fighting back against octopus big tech
==> Wars, currency revolutions, social unrest, rebellions, etc
=> End of capitalism (hopefully replaced by a new improved system, people are pretty dumb so going back to an old crappy one that never worked is possible)

Disclaimer

The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.