(CHINA HAS A MESSAGE FOR AUSTRALIA AND IT BEGINS WITH A PANDA) June 17, 2024 Hello everyone, Week ahead calendar Monday, June 17 8:30 a.m. Empire State Index (June) Earnings: Lennar Tuesday, June 18 8:30 a.m. Retail Sales (May) 9:15 a.m. Capacity Utilization (May) 9:15 a.m. Manufacturing Production (May) 10
(SUMMARY OF JOHN’S JUNE 12, 2024 WEBINAR) June 14, 2024 Hello everyone, TITLE Reversal of Fortune PERFORMANCE June +1.94% MTD Since inception 696.94% Average annualized return +51.53% for 16 years. Trailing one year return 36.44% PORTFOLIO Risk On (AMZN) $160-$170 call spread (10%) Risk Off (GLD) $200-$205 call spread (10%)
(APPLE LAUNCHES ITS AI VISION) June 12, 2024 Hello everyone, The Worldwide Developers Conference on Monday saw Apple debut its long-awaited artificial intelligence vision. Shares rose as much as 6.4% on Tuesday to a record high, one day after announcing the company’s AI ideas. Apple’s plan is to integrate generative artificial intelligence into
(THE IMPACT OF RECENT ELECTIONS IN INDIA AND MEXICO ON EMERGING MARKETS) June 10, 2024 Hello everyone, Last week the Bank of Canada and the European Central Bank cut their rates for the first time in many years. Contrarily, The Fed and the Bank of Japan are expected to maintain current rates at
(THE AI GENIE IS OUT OF THE BOTTLE – ARE HUMAN RIGHTS AT STAKE?) June 7, 2024 Hello everyone, A recent report from the UN is shining a spotlight on the risks of generative AI. The report explores 10 human rights that generative AI may adversely impact. The paper says that “the most
(AUSTRALIAN RED TAPE IS A REAL SPOILER FOR FOREIGN DATA CENTRE OPERATORS) June 5, 2024 Hello everyone, Established data centre operators in Australia have an economic moat. Red tape appears to be preventing foreign data centre owners from operating in Australia. There is a growing appetite for more data storage and management, which
(ENERGY STOCKS ARE IN CONFLICT OVER GUYANA OIL ASSETS) June3, 2024 Hello everyone, Week Beginning June 3 The Bank of Canada and the European Central Bank are set to kick off June’s Central bank meetings on Wednesday and Thursday, respectively. Both are anticipated to reduce their interest rates by 25 bp. For
(SUMMARY OF JOHN’S MAY 29, 2024 WEBINAR) Friday, May 31, 2024 Hello everyone, TITLE: The Nvidia Boom PERFORMANCE: Month to date - +3.74% Since inception - +694.98% Trailing one-year return - +33.25% Average annualized return - +51.79% PORTFOLIO: No Positions. THE METHOD TO MY MADNESS: Focus has shifted to the
(BUCKLE UP WHEN FLYING - CLIMATE CHANGE MAY BE INCREASING CLEAR-AIR TURBULENCE) May 29, 2024 Hello everyone, Scientists at Reading University in the UK have studied clear-air turbulence. Their research shows that severe turbulence has increased by 55% between 1979 and 2020 on a typically busy North Atlantic route. Scientists have found that
(ARE WE ON THE VERGE OF A RENAISSANCE IN NUCLEAR ENERGY?) May 27, 2024 Hello everyone, Week Ahead Calendar Monday, May 27 Australian Retail Sales Previous: -0.4% Time: 9:30 p.m. ET Tuesday, May 28 9 a.m. FHFA Home Price Index (March) 9 a.m. S&P/Case Shiller comp. 20 HPI (March) 10 a.m. Consumer
(MAY 22ND WAS WORLD BIODIVERSITY DAY) May 24, 2024 Hello everyone, On Wednesday – the International Day for Biological Diversity – the International Union for the Conservation of Nature released a report that found that more than half of the world’s mangrove ecosystems are at risk of collapse due to development,
(FIRST FLYING VEHICLES TO BE DELIVERED IN 2026) May 22, 2024 Hello everyone, Xpeng AeroHT, an affiliate of Xpeng, aims to deliver its flying car to customers in 2026. In 2023, Xpeng AeroHT introduced the Land Aircraft Carrier – a large truck with a flying two-seater passenger electric drone inside. The flying car
(ECONOMIC DATA POINTS ARE POSITIVE FOR THE MARKET) May 20, 2024 Hello everyone, Week ahead calendar Monday, May 20 Australia Consumer Confidence Chg. Previous: -2.4% Time: 8:30 pm ET Earnings: Palo Alto Networks Tuesday, May 21 Canada Inflation Rate Previous: 2.9% Time: 8:30 am Earnings: Auto Zone, Lowe’s Companies Wednesday,
(SUMMARY OF JOHN’S MAY 15, 2024 WEBINAR) May 17, 2024 Hello everyone, Title The Great American Age Performance 2024 YTD +18.75% 695.38% since inception +51.83 average annualized return Portfolio Risk On (GLD) 5/$200-$205 call spread 10% (SLV) 5/$21-$23 call spread 10% (TLT) 6/$94-$97 put spread 10% Risk Off (NVDA) 5/$980-$990
(GM’s INVESTMENT IN EVs IS ATTRACTING ATTENTION) May 15, 2024 Hello everyone, General Motors could be a bright spot in an automobile industry challenged by a weakening electric vehicle market. Slowing sales and sluggish adoption rates have driven down shares of EV leader Tesla by 31% this year, raising concerns over whether the
(REITS ARE DUE FOR A TURNAROUND SOON) May 13, 2024 Hello everyone. Week ahead calendar Monday, May 13 Switzerland Consumer Confidence Previous: -38 Time: 3:00am ET Tuesday, May 14 8:30 a.m. Producer Price Index (April) UK Unemployment Rate Previous: 4.2% Time: 2:00am ET Earnings: Home Depot, Charles Schwab Wednesday, May
(AUSTRALIA IS CONFLICTED ABOUT ITS APPROACH TO ENERGY) May 10, 2024 Hello everyone, I recently heard Sky News host, Rita Panahi interview Ian Plimer, a geologist. Plimer talked about the types of energy Australia has at its disposal and the damage wind and solar are doing to the environment. Plimer pointed out that
(EUROPEAN COMPANIES ARE CASH-RICH) May 8, 2024 Hello everyone, Companies in the Stoxx 600 index have nearly 1.5 trillion euros ($1.6 trillion) in cash on their balance sheets - that’s 25% higher than pre-pandemic levels, according to Goldman Sachs. The bank further stated that free cash flow yield in Europe is around 6%
(“WOODSTOCK FOR CAPITALISTS” SHOWED BUFFETT IS STILL IN GOOD FORM) May 6, 2024 Hello everyone. Week ahead calendar Monday, May 6 No economic data of note. Earnings: Loews, Spirit Airlines, Tyson Foods, BioNTech, Hims & Hers, Vertex Pharmaceuticals, Lucid Group, Palantir Technologies, Simon Property Group, Aecom, Microchip Technology, Rocket lab, Goodyear Tire,
SUMMARY OF JOHN’S MAY 1, 2024, WEBINAR) May 3, 2024 Hello everyone, TITLE: Digestion Time TRADE ALERT PERFORMANCE: 2024 YTD: +14.61% Since inception: +690.24% Average annualized return: +51.77% for 16 years PORTFOLIO REVIEW: Risk On: NVDA 5/$710-$720 call spread TLT 5/$82-$85 call spread META 5/$360-$370 call spread GLD 5/$200-$205 call spread Risk
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