Charts, images and multimedia
TREND OBSERVATIONS (01/08/2021)
Takeaways this week:
Energies in all forms are breaking out, including solar.
Takeaway: RAW MATERIALS volume will continue to move higher. 2021 will feel like old times This could be a massive secular trend that's just unfolding.
https://www.youtube.com/watch?v=CO_URJPw5uo
Takeaways this week:
A big test ahead for junior silver miners. It's part of a bigger test for raw materials and metals.
Silver Prices Are Set to Benefit From Surge in Solar Panels and 5G
A REPEAT FROM PRIOR UPDATE:
This trend is for 2030
**The market's Animal spirits are driving games, gaming and gambling. Look past Dave Portnoy.
Look past gambling. Gambling is a game. Look past the bets. The bets are built on software.**
Look to gaming, eSports, collectibles as a speculative game, and imagine how software tools and new augmented and virtual environments will grow from what used to "rot your brain". Think about Josh Wolfe (of Lux Capital) and Andreesen Horowitz' coverage of games, gaming, eSports, A/R + V/R. It all goes into the same pot - manifestations of a broader secular trend.
Think about Slack as a failed gaming startup that pivoted into a platform. Remember that discord started with gaming and understand it's become so much more. "Superhuman" was built by a game designer. The film "The Martian" was based on a book written by a game designer.
Toys become tools. Imagine past "vice" investments and think about the tech could be repurposed. The real "pony" or team to bet on is the economic impact of new businesses and new "TAMs".
This is just one humble chart, but it's enough of a starting point for you to trade with and then think about the broader trends, associated even loosely but still relevant, that could rise in the 2020s.
Think past the gambling. Look past the gaming and see an "Infinite Game" unfolding.
https://a16z.com/2020/10/25/16mins-among-us-gaming-social-streaming-reality-tv/