Samsung's take on the world of 2069

Despite this, such exercises can be both entertaining and useful for looking at how to meet the challenges of tomorrow, so they're anything but a waste of time.

Facebook Inc - Samsung's take on the world of 2069

Comments of the Day

07 September 2019


Big Picture Long Term September 6th 2019


Eoin Treacy's view

A link to this week's Big Picture Long Term video is posted in the Subscriber's area.



Eoin's personal portfolio precious metal trading position profit taken September 5th 2019


Eoin Treacy's view

One of the most commonly asked questions by subscribers is how to find details of my open traders. In an effort to make it easier I will simply repost the latest summary daily until there is a change. I'll change the title to the date of publication of new details so you will know when the information was provided. 



U.S. Stocks Rise After Jobs Report, Before Powell: Markets Wrap

This article by Randall Jensen and Vildana Hajric for Bloomberg may be of interest to subscribers. Here is a section:

U.S. stocks edged higher, and Treasuries inched lower after a mixed jobs report fueled bets the Federal Reserve will cut rates in two weeks. The dollar declined.

The S&P 500 headed for its second weekly gain as investors keyed on underlying strength in the report that signaled a solid labor market that isn’t too strong to deter further central bank easing. Megacap technology stocks weighed on benchmarks after New York opened an antitrust probe into Facebook Inc.

The 10-year Treasury yield erased most of its earlier gains, while the dollar headed for its fourth straight fall following the payroll numbers. Chairman Jerome Powell is set to make public remarks Friday. Crude sank toward $55 a barrel in New York.


Eoin Treacy's view

The bond market has already priced in at least a 25-basis point cut so the soft jobs report confirms the need for additional easier policy. China also cut its bank reserve requirements today in an effort to extend credit. The ECB is expected to announce some form of easing when it meets next week and the region’s bond markets have been busy pricing in a negative short-term interest rate. All of these measures contribute to stimulative measures.



The Diversity of real Assets: Portfolio construction for Institutional Investors

Thanks to a subscriber for this report from PGIM which may be of interest. Here is a section on gold:

We treat gold as a separate real asset type due to its well-accepted role as a store of value. Gold enjoyed more than a 10-fold price increase from the 1970s through its peak reflecting a period of rapid inflation. During periods of inflation uncertainty, investors seek gold as an inflation hedge.41 Similarly, gold may be a good recession hedge. In 2007-2008, while the S&P 500 was down -18.5% gold was up 16.6%, and in 2001-2002, while the S&P 500 was down -17.2% gold was up 12.1%. Investors can invest in physical gold but that incurs storage and insurance costs. Investors can also invest in COMEX gold futures (which trades the gold equivalent of 27m ounces per day). The roll yield on gold futures has been only slightly negative (-0.2% from 1996 to 2017). Investors may also invest in gold mining stocks and can enter into gold royalty agreements. Although gold is an under-owned institutional asset, some institutional investors such as government pension funds have target allocations to gold-related assets (including derivatives).


Eoin Treacy's view

A link to the full report is posted in the Subcsriber's Area.

Gold is a hedge against uncertainty but perhaps most importantly against the worst inclinations of governments to debase their currencies. While there is a clear trend towards that latter point moving into overdrive all over the world, the gold market is notoriously volatile and we still do have a clear idea of what the consistency characteristics of the evolving medium-term trend are going to be.



Samsung's take on the world of 2069

This article from NewAtlas may be of interest to subscribers. Here is a section:

Despite this, such exercises can be both entertaining and useful for looking at how to meet the challenges of tomorrow, so they're anything but a waste of time. For the Samsung KX50 report, which was released to coincide with the opening of the new Samsung KX exhibition at Coal Drops Yard, London, the company called on President of techUK, Jacqueline de Rojas; Director of Engineering and Education at the Royal Academy of Engineering, Rhys Morgan; food futurologist, Morgaine Gale; digital health futurist, Maneesh Juneja; Specialist Advisor to Innovation Design Engineering at the Royal College of Art, Dale Russel; and leading futurist, Matthew Griffin to pen essays on their take on the world 50 years from today.


Eoin Treacy's view

There is a good chance that by 2069 we will familiar with fusion technology, artificial intelligence predicting out every move and catering to our needs and a global population that is well past its peak expansion.



Killer Superbugs Show No Mercy for Cancer Victims

This article by Jason Gale for Bloomberg may be of interest to subscribers. Here is a section:

Doctors in India are sounding the alarm over a threat to cancer patients that’s proving deadlier than tumors: untreatable infections from superbugs impervious to existing medications.

Patients undergoing chemotherapy in the country are at the front line of the worldwide spread of bacteria that the most potent antibiotics can’t fight. Bloodstream infections caused by these superbugs have become the leading cause of illness and death in leukemia patients, doctors from India’s top-ranked medical college reported last year.

That frightening reality has forced patients to weigh fighting their deadly malignancies with treatments against the probability of dying sooner from an incurable infection. In India, some 1.7 million receive a cancer diagnosis every year, often leading to chemotherapy that makes them especially vulnerable. Worldwide, at least 700,000 people die annually from drug-resistant infections. That number will balloon to 10 million a year by 2050 and will cost more than $100 trillion in lost economic output without corrective actions, according to a U.K. government study, which estimates that by midcentury more people will die from superbug infections than from cancer and diabetes combined.


Eoin Treacy's view

The threat of antibiotic resistant bacteria is a growing relentlessly which makes the drive to come up with effective treatments all the more urgent. Strides are being made in understanding how to combat the threat but everyone knows of someone who has contracted an infection in hospital at this stage. The problem is likely to get worse before it gets better.



Weekend videos, podcasts and reports


Eoin Treacy's view

Robeco: Strategic Asset Allocation: Determining the Optimal Portfolio with Ten Asset Classes



2019: The 50th year of The Chart Seminar


Eoin Treacy's view

The London Philharmonic Orchestra is holding a concert in David’s memory on October 5th October at the Royal Festival Hall. There is a reception between 5.30 and 6.45 in the Foyle Pavilion, Level 3, Green Side and subscribers are well to join David’s family there for light refreshments. Following the reception, we will move to the Beecham Bar, Blue Side, Level 5 for a short talk by Tim Walker, Chairman of the LPO. 

If you wish to attend the concert as well, which includes a performance of Elgar’s Cello Concerto by the Young Musician of the Year, it begins at 7.30 and you may book tickets (£67) by telephone on 020 7840 4242 quoting the code Fuller Concert.

Since this is the 50th year of The Chart Seminar we will be conducting the event on October 3rd and 4th to coincide with the memorial on the Saturday.

In the meantime, if you have any questions, would like to attend, or have a suggestion for another venue please feel to reach out to Sarah at [email protected]  

The full rate for The Chart Seminar is £1799 + VAT. (Please note US, Australian and Asian delegates, as non-EU residents are not liable for VAT). Annual subscribers are offered a discounted rate of £850. Anyone booking more than one place can also avail of the £850 rate for the second and subsequent delegates.






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