Tech vs. Commodities proportion of S&P 500 corporate capex
2021-12-09
COPPER INVENTORY
Copper inventories hit the lowest level since 2006
GOLD DEMAND
IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
This is what is driving gold the physical side
2021-12-08
US MILITRAY SPENDING
U.S. MILITARY
VS. WORLD
GLOBAL EQUITY VALUATION
US Equities are trading at a very sharp premium relative to the rest of the world (at 2.25x that of global ex-US — which is the highest valuation premium ever recorded!)
#APPLE
Apple has added $618 billion to its market cap this year, which is greater than the market cap of 492 companies in the S&P 500
GLOBAL STOCKS
Excluding the US, global stocks have been flat since April.
2021-12-07
ARRK ETF
ARRK INNOVATION ETF AFTER COMPLETE THE COUNTERTREND AT $126 AS X WAVE, DECLINE HAS BEGUN IN THREE WAVE, I DO THINK ARRK FINISHED THE FIRST MOVE OF DECLINE , AND MORE LIKELY WILL BOUNCE TO HIT $103 OR $110 THEN RESUMES DECLINE TO 80-65 ZONE
2021-12-06
RISK ASSTET MARKET
IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
This is a warning as to what's coming to every other risk asset market.
Notice the volume this year versus at the pandemic lows.
It's called get out any cost
BTC vs USD
I DO THINK BITCOIN IS STILL CONSILATIND SIDEWAYS AS A TRIANGLE IN THE FORTH MINOR DEGREE
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