Harris: 2022: Tech, EV Supply chain Stocks
Richard Harris, chief executive of Port Shelter Investment Management discusses his assessment for 2021 and his outlook on markets for 2022. He speaks on “Bloomberg Daybreak: Asia.”
Richard Harris, chief executive of Port Shelter Investment Management discusses his assessment for 2021 and his outlook on markets for 2022. He speaks on “Bloomberg Daybreak: Asia.”
Thank you for covering this.
Garbage narrative by garbage people – Tesla is vertically integrated down to mining and they are the real only EV manufacture (as well as being the only American auto manufacturer since GM and Ford just assemble foreign made cars).
$BEST
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US 10YR BOND YIELD IS GOING UP TO THE LEVEL OF 1.75%-1.85% IN JAN BASED ON TWO TIMES FASTER TAPERING MEANS DO THE MATH THAT IN JAN ONLY 75 BILLION$ BY FED WILL BE DONE MEANS ALREADY ABOUT 36% ASSET PURCHASING BY THE US FED HAS DECREASED (120B$ – 75B$ = 45B$) SEE? MEANS EVEN IF STILL THE US FED TRIES TO CONTROL THE CURVE BUT BASED ON 36% REDUCTION FROM 1.4% YIELD IS GOING UP THE LEVEL OF 1.75%-1.85% IN JAN!!!!!!!!!!!!!:) AGAIN IT'S A BIG TIME TO BUY GOLD AND OIL!!!!!!!!!!!!!!!!!
US FED IS GOING TO HIKE ITS RATE IN 2022 4 TIMES = MARCH JUNE SEP DEC!!!!:) AND TOTAL MORE THAN 12 TIMES THERE WILL BE RATE -HIKINGS FROM 2022 TO THE END OF 2024!!!:) MEANS US ECONOMY IS GOING TO RECESSION BY ITS POLICY ERRORS!!!!! NOW WEAK$ IS GOING TO LAST MANY MANY YEARS TO COME MEANS US ECONOMY'S STAGFLATION IS GOING TO DEEPER AND DEEPER!!!! IN FACT US FED HAS TAKEN TOOOOOOOOOOOOOOOOO LONG TIME TO GET FINANCIAL IMBALANCE RIGHT!!!!!!!!!!!
WOW!!!!!!!!!CHECK THAT OUT THAT THE US 1O YR (1.6250%) VS ITS TIPS (-)1.04% 10YR = WOW 2.6650!!!! AND US 5YR (1.3572%) VS ITS TIPS 5YR ( 1.65%) = WOW!!!! 3.0072% BASED ON JUST 76% OF OIL PRICE WTI 76.02$ BB/L BRENT 78.94BB/L FROM 80$ RANGE WITH GOLD PRICE IS 1.8K$ +/- 3% MEANS WE ARE GOING TO HAVE A MUCH MORE SEVERE STAGFLATION ESP IN USA!!!!!!!!!!!!!! DO THE SIMPLE MATH THAT BUY GOLD + OIL = BUY THE DIP!!!!!!!
SEE? NOW US 5YR BOND YIELD – (-) ITS 5YR TIPS = OVER 3.0% AGAIN!!!!!!!!!!! IN OTHER WORDS WE ARE HAVING A SEVERE STAGFLATION AT MUCH FASTER SPEED BECAUSE OF US FED'S ABSURD POLIY MISTAKES!!!!!!!!!!!!!!!!!!!!!!!!!! AND IT WILL BE TAKING A LONG AND LONG TIME TO FIX THOSE POLICY MISTAKES!!!!!!!!!!!!
Frontier Lithium will be a winner in the Lithium producing space.
Having different streams of income is the best thing to do especially with the current economic situations
Lithium for batteries global natural reserves coming to ends sooner than later
Buys lower sell higher
AGAIN IT'S A BIG TIME TO BUY GOLD!!!!!!!!!!!!!!!!!! IT WILL BE GOING UP TO THE LEVEL OF 2K$ BEFORE END OF MARCH 2022 AND IT WILL BE ULTIMATELY GOING UP TO THE RANGE OF 10K$ -15K$ FROM 1.8K$!!!!!!!!! AND ALSO BUY OIL, IT WILL BE GOING BACK TO 90$ BB/L VERY SOON AND WILL BE IN THE RANGE OF 130$ BB/L IN 2022 AND ULTIMATELY OIL PRICE WILL BE180$ -220$ BB/L IN 2023-2024!!!!!!
AND THE WEAK US$ WILL BE A BIG NUCLEAR BOMB ON CHINA + H.K FINANCIAL SYSTEMS MEANS CHINA + H.K EXPORTINGS ARE GOING WEAKER AND WEAKER!!!!:)
LET ME TELL YOU ANOTHER MICRO ECONOMIC TRUTH THAT USING TECHS SUCH AS ROBOT + AUTOMATION SYSTEM = SMART FACTORY, CANNOT BE A SOLUTION IN THESEDAYS = THE MOST TERRIBLE FINANCIAL ENGINEERING ERROR TIME!!!!!!! IN OTHER WORDS UNLESS WE REMOVE ALL OF FINANCIAL IMBALANCE COMPONENTS FROM TOOOOOOOOOOOOOOOOO MANY QE(s) + 0% INTEREST RATE SINCE 2008, THERE WILL BE NO REAL ECONOMIC GROWTH = MEANS TRAPPED BY A SERIOUS STAGFLATION IN COMING YEARS!!!!!!!!! THAT'S WHY I'VE SAID MANY TIMES TIME TO BUY GOLD + OIL = BUY THE DIP!!!!!!!!!! SOOOOO LOW VALUATION!!!!!!!!!!!!!!!