122 Predictions For 2022, Vaccine Mandates Ending & Joe Rogan Controversy: QTR's Week In Review
Here's some reading for the long weekend...
Another wild week in markets is behind us — here are my top stories from last week:
100 “FRINGE” PREDICTIONS FOR 2022
At the beginning of the week, I listed 100 predictions for the coming year - several of which have already taken place in just days:
FORMER VACCINE TASK FORCE CHIEF SAYS VACCINES SHOULDN’T BE MANDATORY
In keeping with my prediction that the “narrative” on Covid is going to be changing soon, a former vaccine task force chief from the UK has flipped the script:
SILVER SQUEEZE STILL ON ITS WAY?
Late in the week I talked to precious metals expert Andy Schectman who says that the number one thing to watch in metals is a major short position in silver on the Comex:
CAPITALISM AND COMMON SENSE WILL END VACCINE MANDATES
Late in the week I wrote a column on why I think vaccine mandates are going to be ending in 2022
And here’s a couple more of my top stories from 2022:
ERIC BALCHUNAS UNCOVERS THE WORLD OF ETFs
You’ve heard about ETFs non-stop for decades - but do you really know how they work? I went in depth with Bloomberg’s ETF expert and friend of mine, Eric Balchunas, on my first podcast of 2022 to talk about
Exactly how ETFs are made up and what differentiates them from mutual funds (i.e. why have they rocketed to popularity over the last decade)
Whether or not it’s possible, with so many ETFs out there, for the “tail to wag the dog” eventually and ETFs to drive equity prices instead of the other way around
How inflows and outflows work; the process of ETFs buying and selling components to adjust for AUM
How and why ETFs pay distributions
What it costs to own ETFs and how to make sense of net expense ratios
How ETFs can be used for both conservative passive investing, as well as themed investing and to gain exposure to more or less risk
Eric’s take on crypto, which he calls a “seven dimensional object” that he can’t get his head around fully. “There’s an element of religion to it,” he says.
Why he thinks gold is underrated as a store of value
You can listen to that podcast here:
JOE ROGAN IS DESTROYING THE MAINSTREAM MEDIA
My first post of 2022 went viral, amassing over 600,000 reads between platforms. I argued that Joe Rogan was fundamentally reshaping the mainstream media landscape and that media would have to change their narrative on Covid as a result. You can read that piece here:
I EXPLAIN HOW MAINSTREAM MEDIA IS GETTING “SWALLOWED”
Late last week, after a blog post I made about how Joe Rogan was disrupting the mainstream media, I had the pleasure of being interviewed by former Fox Houston newswoman Ivory Hecker about what the future of the mainstream media looks like. You can watch that interview here:
ARKK STARTS THE YEAR GETTING SMASHED
Picking up where she left off in 2021, Cathie Wood’s flagship ARK Innovation ETF has been smacked 10% out of the gate so far in 2022. I add to my analysis on the name and point out how ARK’s components have been dragging it down. I also talk about why ARKK could be in for a tough year if tech volatility continues.
SOMETIMES BAD NEWS IS SIMPLY JUST BAD NEWS
Late last month, I wrote about the market’s rally into the end of the year and why, with the Fed put no longer in place, why it truly could be “different this time”.
I noted that normally, the market would expect the Fed to respond to bad news, but this time, it’s the Fed’s own inaction that is the bad news.
IS THERE ANY INTEGRITY LEFT IN MAINSTREAM MEDIA?
Finally, this is the question I asked my readers this week in a Fringe Forum post. I wanted to know what sources of media they trust, and why.
22 STOCKS IM WATCHING FOR 2022
I started off the year pointing out 22 names I’m watching for the upcoming year.
Full descriptions and lengthy write-ups of my reasoning for keeping an eye on these names can be viewed in my three part series called “22 Stocks I’m Watching For 2022”.
You can view my full write up in three parts - Part 1, Part 2 and Part 3.
EXCLUSIVE INTERVIEWS
Last month month, I had the pleasure of interviewing:
Hedge fund manager Chris DeMuth, who said the Fed “can’t prop up markets forever” and that the WEF’s Klaus Scwab’s ideas “sound like bullshit”.
CNBC’s Jon Najarian, who said that rate hikes would “kneecap” the markets.
Former open outcry trader Jack Boroudjian, who said the Fed makes it “impossible” to figure out where real value is.
Finally, for the next 48 hours, readers of this email can get 22.20% off FOR LIFE as subscribers by using this New Year’s link to help usher in 2022: